CIK: 0001682057
申告総資産額
$4.2億
| # | 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 | 40.85% | -0.48% | +0.66% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 19.79% | +0.49% | -1.05% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-その他 | 6.05% | — | -3.22% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 5.31% | +0.29% | +1.80% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-その他 | 4.08% | -0.37% | +0.35% | |
| 6 | DFAI | Dimensional International Co | ETF-その他 | 2.02% | -0.16% | -4.67% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.61% | — | -7.90% | |
| 8 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 1.48% | — | +1.82% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.45% | -0.18% | +2.53% | |
| 10 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.41% | -0.13% | +1.05% | |
| 11 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 1.20% | — | -22.40% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.15% | +0.19% | -15.02% | |
| 13 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.15% | — | -10.60% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.04% | — | +0.14% | |
| 15 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.73% | — | +9.99% | |
| 16 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.72% | — | +1.71% | |
| 17 | USB | US Bancorp | 株式-金融 | 0.53% | — | +0.11% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.52% | -0.03% | +0.88% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.46% | — | +13.65% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.44% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | +8.89% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.42% | — | — | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.39% | — | -15.02% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.38% | -0.03% | +3.15% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.36% | — | — | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.31% | — | +2.46% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.30% | — | +1.14% | |
| 28 | EMR | Emerson Electric Co | 株式-資本財 | 0.26% | — | +0.13% | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.26% | — | — | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.20% | -0.26% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.26% | — | +14.12% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.24% | +0.07% | +0.95% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.23% | — | — | |
| 34 | CTVA | Corteva INC | 株式-素材 | 0.23% | — | +94.31% | |
| 35 | CSX | Csx CORP | 株式-資本財 | 0.21% | — | +0.43% | |
| 36 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.21% | — | +2.29% | |
| 37 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.21% | — | +4.61% | |
| 38 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.21% | — | +5.36% | |
| 39 | INMU | Ishares Intermediate Muni In | ETF-その他 | 0.20% | — | — | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.19% | — | +0.07% | |
| 41 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.18% | — | +0.64% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.18% | — | +3.21% | |
| 43 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.16% | — | +3.79% | |
| 44 | DFAT | Dimensional US Target Value | ETF-その他 | 0.15% | — | +1.68% | |
| 45 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.15% | — | -0.02% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.15% | -0.03% | -14.97% | |
| 47 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.14% | — | +399.80% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.12% | -0.08% | +0.78% | |
| 49 | SO | Southern Co/the | 株式-公益事業 | 0.12% | — | +0.27% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.11% | -0.05% | +14.67% |