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 | 16.08% | -0.91% | +7.56% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 14.32% | -0.66% | +8.42% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.32% | +0.15% | +4.18% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.66% | +0.12% | -2.93% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.80% | +0.01% | +13.46% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.25% | +0.17% | +14.50% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.24% | -0.20% | -0.11% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.19% | +0.04% | -7.25% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.14% | -0.02% | +15.69% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.63% | -0.19% | -0.34% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.43% | +1.22% | +17.83% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.77% | -0.20% | +2.29% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.45% | — | -2.81% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.10% | -0.08% | -13.08% | |
| 15 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.05% | — | -1.56% | |
| 16 | DFIS | Dimensional International Sm | ETF-その他 | 1.01% | +0.10% | +49.59% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.94% | -0.30% | -3.24% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | -0.08% | -1.14% | |
| 19 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.89% | +0.04% | +4.01% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.84% | +0.06% | -6.59% | |
| 21 | DISV | Dimensional International Sm | ETF-その他 | 0.83% | +0.01% | +66.02% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.83% | — | -0.51% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.81% | -0.24% | -0.09% | |
| 24 | AVDE | Avantis International Equity | ETF-その他 | 0.77% | — | -1.75% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.76% | -0.08% | +1.24% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.70% | — | +3.03% | |
| 27 | DFAT | Dimensional US Target Value | ETF-その他 | 0.67% | +0.11% | +30.57% | |
| 28 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.65% | +0.41% | +74.91% | |
| 29 | REET | Ishares Global Reit ETF | ETF-その他 | 0.65% | — | +5.82% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.63% | — | -7.97% | |
| 31 | DFSD | Dimensional Short Duration | ETF-その他 | 0.62% | — | +8.15% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.60% | — | -27.72% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.60% | -0.14% | +5.18% | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.55% | +0.05% | +49.44% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.52% | — | +1.32% | |
| 36 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.46% | +0.11% | +38.21% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.13% | +37.95% | |
| 38 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.45% | — | +78.79% | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.45% | — | +0.43% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.44% | — | -33.48% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.43% | — | +0.20% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.43% | — | -2.52% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.38% | +0.02% | +0.42% | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.36% | — | -2.49% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.36% | +0.05% | +124.30% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.34% | — | -1.65% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.31% | -0.04% | — | |
| 48 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.31% | +0.04% | +12.23% | |
| 49 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.29% | — | +8.15% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.28% | — | -2.56% |