CIK: 0001387386
申告総資産額
$2.9億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 15.35% | -0.91% | +22.09% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 13.64% | -0.66% | +9.74% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.63% | +0.15% | +7.88% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.46% | +0.12% | -2.70% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.81% | +0.04% | -8.92% | |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.58% | +0.01% | +0.93% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.43% | -0.20% | +0.58% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.04% | +0.17% | +5.82% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.90% | -0.02% | +2.14% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.71% | -0.19% | +0.03% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.21% | +1.22% | +45.84% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.69% | -0.20% | — | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.63% | — | -13.23% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.39% | -0.08% | -19.71% | |
| 15 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.13% | — | -1.40% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | -0.08% | -2.25% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.97% | +0.06% | +1.31% | |
| 18 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.92% | +0.04% | +3.77% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.90% | -0.30% | +0.13% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.89% | — | -0.11% | |
| 21 | AVDE | Avantis International Equity | ETF-その他 | 0.86% | — | -1.47% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.86% | — | -12.62% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.81% | -0.08% | -3.80% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.77% | -0.24% | -3.73% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.77% | — | -11.47% | |
| 26 | DFIS | Dimensional International Sm | ETF-その他 | 0.74% | +0.10% | +84.07% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.72% | — | -38.32% | |
| 28 | REET | Ishares Global Reit ETF | ETF-その他 | 0.66% | — | -2.12% | |
| 29 | DFSD | Dimensional Short Duration | ETF-その他 | 0.61% | — | +5.43% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.59% | — | -0.12% | |
| 31 | DFAT | Dimensional US Target Value | ETF-その他 | 0.58% | +0.11% | +56.84% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.57% | — | -1.16% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.57% | -0.14% | -0.64% | |
| 34 | DISV | Dimensional International Sm | ETF-その他 | 0.54% | +0.01% | +209.45% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.51% | — | +0.79% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | — | -4.12% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.48% | — | +5.89% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.42% | +0.02% | +0.30% | |
| 39 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.41% | +0.41% | +6.19% | |
| 40 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.41% | +0.05% | +129.26% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.39% | — | +365.28% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.38% | — | +0.52% | |
| 43 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.37% | +0.11% | +152.59% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.37% | -0.04% | — | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | +0.13% | +104.68% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | +0.04% | -0.58% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.30% | — | — | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.29% | — | -2.46% | |
| 49 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.29% | +0.04% | +16.17% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | — | -1.33% |