CIK: 0001482880
申告総資産額
$206.9億
上位200銘柄を表示中(全598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 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 10.90% | -0.75% | +24546.29% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 7.60% | -0.57% | +7.67% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 6.57% | -0.55% | +11.74% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.04% | -0.59% | +14.19% | |
| 5 | DFAT | Dimensional US Target Value | ETF-その他 | 3.62% | -0.20% | +1.38% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.09% | +0.52% | +6.88% | |
| 7 | DFIV | Dimensional International Va | ETF-その他 | 2.97% | -0.21% | +10.64% | |
| 8 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.82% | — | +17.23% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.81% | -0.14% | +7.66% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.48% | — | +21.60% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.27% | — | +10.71% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.18% | +1.55% | +62.05% | |
| 13 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 1.95% | — | +85.36% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.44% | — | +56.31% | |
| 15 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.43% | — | -3.78% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.42% | — | +31.93% | |
| 17 | REET | Ishares Global Reit ETF | ETF-その他 | 1.40% | — | +50.90% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.30% | — | +1.70% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.28% | — | +0.83% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.19% | +2.61% | +18.65% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.19% | — | -8.05% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.12% | -0.11% | +10.34% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.04% | — | -81.03% | |
| 24 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.98% | — | +0.82% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.80% | — | +68.04% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.75% | — | +0.31% | |
| 27 | WM | Waste Management INC | 株式-資本財 | 0.70% | — | +0.49% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.65% | — | -33.86% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.64% | -0.22% | +45.78% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | +0.02% | +313.51% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.63% | +0.04% | -12.76% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.60% | — | +91.40% | |
| 33 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.54% | — | +5.38% | |
| 34 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.54% | — | -4.15% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.53% | -0.14% | +14.59% | |
| 36 | VAC | Marriott Vacations World | 株式-一般消費財 | 0.51% | — | -0.81% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | -0.20% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.45% | -0.22% | +2.15% | |
| 39 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.41% | — | -3.65% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.40% | — | -4.57% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.40% | — | +9.74% | |
| 42 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.39% | — | -1.39% | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.39% | — | +34.02% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | -0.17% | -3.59% | |
| 45 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.36% | — | +0.48% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.36% | — | +13.01% | |
| 47 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.34% | — | +316.28% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.32% | — | +2.73% | |
| 49 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.31% | — | -21.72% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.30% | +0.11% | +6.28% |