CIK: 0001599579
申告総資産額
$41.0億
上位200銘柄を表示中（全278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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 15.44% | -3.36% | -0.34% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 13.04% | -0.54% | -3.97% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 12.10% | -3.55% | -0.42% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-その他 | 4.91% | — | -0.49% | |
| 5 | DFIV | Dimensional International Va | ETF-その他 | 4.32% | -0.66% | +0.79% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 4.31% | -0.22% | +0.27% | |
| 7 | DFAT | Dimensional US Target Value | ETF-その他 | 4.30% | -1.27% | -0.58% | |
| 8 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 3.33% | — | +5.81% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.24% | -0.12% | +5.29% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.75% | +0.11% | +23.16% | |
| 11 | AVDE | Avantis International Equity | ETF-その他 | 2.68% | — | +6.61% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 2.05% | -0.09% | +3.70% | |
| 13 | EMR | Emerson Electric Co | 株式-資本財 | 1.83% | — | -9.44% | |
| 14 | BUSE | First Busey CORP | 株式-その他 | 1.56% | — | -0.87% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.25% | — | +3.16% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.10% | — | +1.90% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.92% | +0.15% | +11.65% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.70% | — | -3.03% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.68% | — | +0.00% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.63% | +0.04% | +4.48% | |
| 21 | PLD | Prologis INC | 株式-不動産 | 0.59% | +0.25% | +0.12% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.58% | — | +5.54% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.58% | — | +2.40% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.54% | — | +7.70% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | — | -6.63% | |
| 26 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.52% | — | — | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.51% | — | +2.77% | |
| 28 | IVLU | Ishares Msci International V | ETF-その他 | 0.47% | — | +8.23% | |
| 29 | DFAI | Dimensional International Co | ETF-その他 | 0.46% | +0.07% | +5.53% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.37% | — | +32.65% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.34% | +0.03% | +0.87% | |
| 32 | AVMU | Avantis Core Municipal Fixed | ETF-その他 | 0.32% | — | — | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.29% | — | +2.01% | |
| 34 | AVIG | Avantis Core Fixed Income | ETF-その他 | 0.28% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.27% | — | +0.61% | |
| 36 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.26% | — | +9.22% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.26% | — | +2.89% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.25% | — | +1.27% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.23% | — | +0.85% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.23% | — | +3.01% | |
| 41 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.20% | -0.17% | — | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | — | +2.25% | |
| 43 | ABX | Barrick Gold CORP | 株式-金融 | 0.20% | — | — | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.19% | — | +1.17% | |
| 45 | AVSF | Avantis Short-term Fixed INC | ETF-その他 | 0.19% | — | — | |
| 46 | ENR | Energizer Holdings INC | 株式-その他 | 0.18% | — | -1.14% | |
| 47 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.17% | — | +4.77% | |
| 48 | FNV | Franco-nevada CORP | 株式-素材 | 0.17% | — | -2.61% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.17% | — | +3.24% | |
| 50 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.16% | — | -5.87% |