CIK: 0001482880
申告総資産額
$206.9億
上位200銘柄を表示中(全1305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 | 8.38% | -0.75% | +3.28% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 6.22% | -0.55% | +5.31% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.67% | -0.59% | +44.03% | |
| 4 | DIHP | Dimensional International Hi | ETF-その他 | 4.67% | -0.31% | +6.22% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 4.34% | -0.57% | -1.82% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 3.52% | -0.31% | +10.49% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 3.11% | +2.61% | +13.95% | |
| 8 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 3.09% | +0.16% | +18.34% | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 2.57% | +0.19% | +13.81% | |
| 10 | DFIV | Dimensional International Va | ETF-その他 | 2.39% | -0.21% | +0.58% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.30% | +1.55% | +13.98% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.73% | +0.52% | +2.10% | |
| 13 | DFAT | Dimensional US Target Value | ETF-その他 | 1.69% | -0.20% | +0.15% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.29% | -0.14% | +26.56% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.27% | +0.07% | +15.31% | |
| 16 | DFSD | Dimensional Short Duration | ETF-その他 | 1.19% | — | +13.55% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.12% | -0.11% | +5.72% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.05% | — | +8.70% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.00% | -0.21% | -3.81% | |
| 20 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.99% | +0.50% | +10.23% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.84% | -0.22% | -1.97% | |
| 22 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.79% | — | +220.73% | |
| 23 | AVSF | Avantis Short-term Fixed INC | ETF-その他 | 0.78% | -0.18% | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.77% | -0.22% | +1.23% | |
| 25 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.73% | -0.33% | +21.05% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.71% | -0.14% | -5.17% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.69% | +0.17% | -1.92% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.68% | -0.17% | +2.86% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.66% | — | -0.34% | |
| 30 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.66% | — | +3.29% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.60% | +0.05% | +11.69% | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.59% | — | +4.09% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.54% | — | +6.37% | |
| 34 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.54% | — | +10.74% | |
| 35 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.53% | — | -2.64% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.51% | — | -3.96% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.48% | — | +4.75% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.47% | — | +2.97% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.47% | — | +101.57% | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.47% | +0.07% | +109.76% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.47% | — | +1.79% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.45% | +0.04% | +6.29% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.45% | — | +24.11% | |
| 44 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 0.42% | — | — | |
| 45 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.42% | — | +3.35% | |
| 46 | REET | Ishares Global Reit ETF | ETF-その他 | 0.40% | — | -1.60% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.40% | — | +0.97% | |
| 48 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.39% | — | +5.65% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.38% | — | +13.37% | |
| 50 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.37% | +0.05% | +7.07% |