CIK: 0001599579
申告総資産額
$41.0億
上位200銘柄を表示中（全375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 | 13.33% | -3.36% | +1.64% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 10.67% | -0.54% | -2.50% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 8.80% | -3.55% | -5.09% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.55% | +0.11% | +36.50% | |
| 5 | DFIV | Dimensional International Va | ETF-その他 | 4.76% | -0.66% | +10.10% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-その他 | 4.16% | — | -0.80% | |
| 7 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 3.87% | — | +9.35% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.57% | -0.12% | +21.05% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.01% | -0.22% | -2.42% | |
| 10 | DFAT | Dimensional US Target Value | ETF-その他 | 2.87% | -1.27% | -3.91% | |
| 11 | AVDE | Avantis International Equity | ETF-その他 | 2.26% | — | -1.51% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.85% | -0.09% | +0.32% | |
| 13 | DFIC | Dimensional International Co | ETF-その他 | 1.74% | -0.17% | +255.71% | |
| 14 | EMR | Emerson Electric Co | 株式-資本財 | 1.45% | — | -6.33% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.30% | +0.15% | +6.12% | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.17% | +0.04% | +0.08% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.04% | — | -8.80% | |
| 18 | BUSE | First Busey CORP | 株式-その他 | 1.03% | — | — | |
| 19 | AAPL | Apple INC | 株式-IT | 0.89% | — | +4.09% | |
| 20 | DFAI | Dimensional International Co | ETF-その他 | 0.72% | +0.07% | +20.37% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.70% | — | -8.10% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.66% | — | +3.01% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.61% | — | +14.45% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.56% | — | -6.74% | |
| 25 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.54% | -0.03% | +283.27% | |
| 26 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.48% | — | — | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.48% | — | -0.61% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.39% | — | — | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.39% | — | +0.27% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | — | -1.43% | |
| 31 | IVLU | Ishares Msci International V | ETF-その他 | 0.37% | — | -4.36% | |
| 32 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.37% | — | -0.70% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.36% | — | +22.51% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.35% | +0.03% | +0.08% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | — | +11.83% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | +3.50% | |
| 37 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.29% | — | +129.35% | |
| 38 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.29% | -0.17% | +4.13% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.28% | — | +6.88% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.27% | +0.02% | -4.71% | |
| 41 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.27% | — | +158.62% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | — | +1.15% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.25% | — | +0.31% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.24% | — | -2.94% | |
| 45 | HMY | Harmony Gold Mng-spon Adr | 株式-その他 | 0.23% | — | +2.93% | |
| 46 | AVMU | Avantis Core Municipal Fixed | ETF-その他 | 0.22% | — | +0.42% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.22% | — | +6.24% | |
| 48 | AVIG | Avantis Core Fixed Income | ETF-その他 | 0.21% | — | +0.62% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | — | -0.63% | |
| 50 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 0.20% | — | — |