CIK: 0001891201
申告総資産額
$3.0億
上位200銘柄を表示中（全244銘柄）
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 13.09% | -0.49% | +530439.53% | |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 10.08% | -0.28% | -28.73% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.35% | -0.27% | -2.91% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 6.61% | -0.16% | +1.03% | |
| 5 | DFNM | Dimensional National Muni Bd | ETF-その他 | 6.53% | +0.07% | -0.76% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.57% | +0.06% | +1.10% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.46% | -0.03% | -0.48% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.27% | -0.04% | -1.93% | |
| 9 | DFIV | Dimensional International Va | ETF-その他 | 2.87% | +0.17% | +2.32% | |
| 10 | DFAI | Dimensional International Co | ETF-その他 | 2.37% | +0.02% | +4.13% | |
| 11 | DFSD | Dimensional Short Duration | ETF-その他 | 2.18% | — | +5.40% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.76% | -0.04% | -2.57% | |
| 13 | SUB | Ishares Short-term National | ETF-その他 | 1.73% | — | — | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.63% | — | -1.96% | |
| 15 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.58% | -0.12% | +4.19% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.57% | -0.09% | -1.86% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.48% | +0.03% | +7.71% | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.46% | +0.02% | +1.63% | |
| 19 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 1.41% | +0.01% | +3.08% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.39% | — | — | |
| 21 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.34% | -0.03% | — | |
| 22 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 1.32% | — | +18.21% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.20% | — | -2.95% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.11% | -0.01% | -0.37% | |
| 25 | DFAT | Dimensional US Target Value | ETF-その他 | 1.02% | +0.11% | +1.17% | |
| 26 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.76% | -0.04% | -0.99% | |
| 27 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.75% | -0.02% | -0.97% | |
| 28 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.70% | -0.01% | — | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.69% | +0.06% | -0.36% | |
| 30 | IFGL | Ishares International Develo | ETF-その他 | 0.67% | — | — | |
| 31 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.60% | — | -24.75% | |
| 32 | DISV | Dimensional International Sm | ETF-その他 | 0.59% | +0.02% | +0.05% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.58% | — | -4.39% | |
| 34 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.55% | +0.37% | — | |
| 35 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.54% | — | -1.26% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.54% | — | — | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | — | — | |
| 38 | DFIS | Dimensional International Sm | ETF-その他 | 0.48% | — | +3.46% | |
| 39 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 0.39% | — | -6.70% | |
| 40 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.36% | — | +293.38% | |
| 41 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.34% | — | — | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.32% | — | — | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.30% | — | — | |
| 44 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.28% | — | -1.26% | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.27% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | -0.04% | — | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.25% | — | -0.33% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.24% | +0.01% | — | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | — | — | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.24% | — | — |