CIK: 0001682057
申告総資産額
$4.2億
上位200銘柄を表示中（全666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 | 36.41% | -0.48% | +2.55% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 18.82% | +0.49% | +1.31% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-その他 | 6.03% | — | +1.78% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 5.01% | +0.29% | +7.27% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.66% | -0.37% | -3.20% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.17% | +0.19% | +8.37% | |
| 7 | DFAI | Dimensional International Co | ETF-その他 | 2.10% | -0.16% | -6.04% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.84% | — | -4.57% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.50% | -0.18% | +1.90% | |
| 10 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 1.50% | — | +2.79% | |
| 11 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 1.49% | — | -2.89% | |
| 12 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.40% | — | -7.06% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.35% | -0.13% | +1.52% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.95% | — | -0.29% | |
| 15 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.72% | — | -0.70% | |
| 16 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.62% | — | -6.20% | |
| 17 | USB | US Bancorp | 株式-金融 | 0.55% | — | +0.03% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.49% | -0.03% | -12.77% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.42% | — | +0.07% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | — | — | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.41% | — | +0.39% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.36% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | — | +2.39% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.34% | -0.03% | +1.95% | |
| 25 | INMU | Ishares Intermediate Muni In | ETF-その他 | 0.34% | — | — | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.33% | — | -20.60% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.31% | — | +1.35% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.30% | — | +123.77% | |
| 29 | CSX | Csx CORP | 株式-資本財 | 0.26% | — | — | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | +0.07% | +4.59% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.24% | — | — | |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.24% | — | +0.21% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.20% | +9.11% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.23% | — | -3.07% | |
| 35 | EMR | Emerson Electric Co | 株式-資本財 | 0.23% | — | +0.03% | |
| 36 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.21% | — | +6.26% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.21% | — | +1.05% | |
| 38 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.19% | — | -36.86% | |
| 39 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.19% | — | +25.66% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.19% | — | -0.72% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.18% | — | -18.81% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.18% | — | +5.96% | |
| 43 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.18% | — | +6.63% | |
| 44 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.15% | — | +0.18% | |
| 45 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.15% | — | -0.01% | |
| 46 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.14% | — | -54.11% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.14% | -0.05% | +16.38% | |
| 48 | CTVA | Corteva INC | 株式-素材 | 0.14% | — | +16.34% | |
| 49 | DFAT | Dimensional US Target Value | ETF-その他 | 0.13% | — | +7.53% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.12% | — | — |