CIK: 0001697493
申告総資産額
$17.5億
| # | 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 | 17.20% | -0.37% | +6.65% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 7.45% | +0.18% | +12.72% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 6.53% | — | +7.69% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 5.66% | +0.27% | +24.36% | |
| 5 | DFIC | Dimensional International Co | ETF-その他 | 4.60% | +0.19% | +17.73% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.36% | -0.11% | -4.69% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.08% | — | +4.71% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.06% | -0.01% | +10.39% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.04% | +0.05% | +10.14% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.88% | -0.18% | -1.55% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-その他 | 2.55% | — | -6.99% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 2.19% | +0.01% | +13.56% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.08% | — | +3.45% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.08% | -0.14% | -14.64% | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 1.85% | +0.17% | +30.50% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.81% | +0.28% | +33.45% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.57% | +0.11% | +27.62% | |
| 18 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.38% | — | +19.21% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.30% | -0.04% | -23.05% | |
| 20 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.22% | +0.05% | +7.07% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 1.08% | -0.05% | -17.71% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.03% | — | +6.14% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.00% | — | -14.86% | |
| 24 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 0.96% | +0.04% | +16.50% | |
| 25 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.96% | +0.01% | +11.65% | |
| 26 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.92% | — | -30.33% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -0.10% | -7.58% | |
| 28 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.83% | +0.02% | +10.76% | |
| 29 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.81% | +0.07% | +23.92% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.80% | — | -26.65% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.78% | -0.05% | -2.35% | |
| 32 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 0.78% | +0.06% | +23.72% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.72% | -0.03% | -16.18% | |
| 34 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.71% | — | -25.45% | |
| 35 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.70% | -0.05% | +4.81% | |
| 36 | XLF | Ss Financial Select Sector | ETF-その他 | 0.66% | -0.04% | EXIT | |
| 37 | AVDE | Avantis International Equity | ETF-その他 | 0.51% | — | -36.20% | |
| 38 | SUB | Ishares Short-term National | ETF-その他 | 0.49% | — | +12.16% | |
| 39 | DFIV | Dimensional International Va | ETF-その他 | 0.42% | — | -3.48% | |
| 40 | DFAT | Dimensional US Target Value | ETF-その他 | 0.40% | — | -0.35% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.39% | +0.06% | +913.98% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | — | +18.65% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.34% | — | -9.69% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.32% | +0.05% | +2.14% | |
| 45 | XLE | Ss Energy Select Sector | ETF-その他 | 0.32% | +0.03% | NEW | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.32% | — | +6.07% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.28% | — | +53.74% | |
| 48 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.27% | — | -33.67% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | — | +28.08% | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.25% | -0.04% | +34.91% |