CIK: 0001769302
申告総資産額
$8.0億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUHP | Dimensional US High Profi Et | ETF-その他 | 10.96% | -0.20% | +1104.51% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.39% | +0.04% | +5.76% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 6.60% | — | +999.23% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 6.28% | — | +898.45% | |
| 5 | DFIC | Dimensional International Co | ETF-その他 | 5.57% | — | +1349.47% | |
| 6 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 4.66% | — | +3.80% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.57% | — | +10.40% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.49% | -0.56% | +1.19% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.09% | +0.46% | +52.11% | |
| 10 | DFAT | Dimensional US Target Value | ETF-その他 | 2.52% | — | +292.22% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.40% | +0.28% | -12.37% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.32% | +0.21% | +37.73% | |
| 13 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 2.29% | — | — | |
| 14 | DIHP | Dimensional International Hi | ETF-その他 | 2.29% | — | +976.77% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.04% | -0.13% | -2.15% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.28% | — | -3.45% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 1.27% | -0.21% | +206.54% | |
| 18 | DISV | Dimensional International Sm | ETF-その他 | 1.26% | — | +651.97% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.22% | — | +11.07% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -0.31% | +11.23% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.93% | -0.79% | — | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.90% | +0.13% | +1.24% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.86% | — | -18.74% | |
| 24 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.79% | — | +13.50% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.70% | — | +0.95% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.64% | — | +59.04% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | -0.12% | +20.64% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.59% | — | +11.22% | |
| 29 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.56% | — | -26.55% | |
| 30 | MBB | Ishares Mbs ETF | ETF-その他 | 0.55% | — | +4.23% | |
| 31 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.54% | — | -17.91% | |
| 32 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.51% | — | +70.85% | |
| 33 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.51% | -0.10% | +1.68% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.50% | — | -13.78% | |
| 35 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 0.47% | — | +16.16% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.47% | — | +19.11% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.46% | — | -1.16% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.45% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | — | +4.42% | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.45% | — | +8.60% | |
| 41 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.44% | — | +2.82% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.40% | — | — | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.38% | -0.17% | +1.76% | |
| 44 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.37% | — | -45.32% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.33% | — | -3.58% | |
| 46 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.32% | — | -23.03% | |
| 47 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.31% | +0.11% | +10.41% | |
| 48 | AMAT | Applied Materials INC | 株式-IT | 0.29% | +0.05% | — | |
| 49 | IXG | Ishares Global Financials Et | ETF-その他 | 0.28% | — | +6.25% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.27% | -0.11% | +1992.58% |