CIK: 0001482880
申告総資産額
$206.9億
上位200銘柄を表示中(全550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 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 7.91% | -0.57% | — | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 6.87% | — | +12.22% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 6.25% | -0.55% | +8.38% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.31% | -0.59% | +143.60% | |
| 5 | DFAT | Dimensional US Target Value | ETF-その他 | 4.08% | -0.20% | +10.51% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.51% | +0.52% | -1.44% | |
| 7 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 3.05% | — | +21.66% | |
| 8 | DFIV | Dimensional International Va | ETF-その他 | 2.86% | -0.21% | +5.55% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.81% | -0.14% | -7.54% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.37% | — | +1.52% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.31% | — | +30.06% | |
| 12 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.87% | — | -0.24% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.76% | — | +1505.42% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.69% | — | +15.95% | |
| 15 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 1.51% | — | +220.04% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.48% | +1.55% | -11.56% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.46% | — | +55.98% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.44% | — | +3.18% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.40% | -0.11% | +8.45% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.35% | +2.61% | +35.16% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.33% | — | +2.22% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.23% | — | +62.44% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.16% | — | +9.86% | |
| 24 | REET | Ishares Global Reit ETF | ETF-その他 | 1.15% | — | +6.23% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.89% | +0.04% | +29.77% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.88% | — | -1.32% | |
| 27 | WM | Waste Management INC | 株式-資本財 | 0.84% | — | +0.17% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.81% | -0.22% | +3.42% | |
| 29 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.68% | — | -0.82% | |
| 30 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.63% | — | -3.74% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.57% | — | +34.26% | |
| 32 | VAC | Marriott Vacations World | 株式-一般消費財 | 0.55% | — | +1.10% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.55% | — | -0.25% | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.53% | — | +51.83% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.53% | — | -3.49% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | -0.22% | +797.67% | |
| 37 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.53% | — | -3.59% | |
| 38 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.49% | — | -0.09% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | -0.17% | -3.75% | |
| 40 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.47% | — | +591.25% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.45% | -0.14% | -14.21% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.43% | — | +318.29% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | — | +2049.83% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | +6.82% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.39% | +0.11% | +748.30% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.34% | — | +2.50% | |
| 47 | CME | Cme Group INC | 株式-金融 | 0.33% | — | -0.74% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.33% | — | -27.24% | |
| 49 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.32% | — | +11.35% | |
| 50 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.32% | — | -15.01% |