CIK: 0001427748
申告総資産額
$44.8億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 13.41% | -0.56% | -1.22% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.03% | -0.38% | +0.58% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 8.58% | -0.36% | +3.59% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.50% | -0.11% | -9.72% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.73% | +0.24% | -0.59% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 6.48% | +0.54% | -2.60% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 5.44% | -0.42% | +5.09% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.03% | -0.11% | +14.89% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.74% | +0.04% | +13.55% | |
| 10 | DFAT | Dimensional US Target Value | ETF-その他 | 3.61% | +0.04% | -1.45% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.01% | -0.04% | +62.64% | |
| 12 | DFIC | Dimensional International Co | ETF-その他 | 2.11% | -0.05% | +22234.05% | |
| 13 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 2.05% | +0.29% | — | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.80% | — | +2.79% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.56% | -0.07% | -1.14% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.31% | +0.24% | +27.72% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.29% | +0.35% | — | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.28% | +0.03% | +76.06% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.14% | +0.08% | -18.43% | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.10% | +0.06% | +30.71% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.90% | -0.05% | -0.10% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.71% | -0.03% | -0.14% | |
| 23 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.48% | -0.02% | +0.09% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.40% | -0.02% | -2.48% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.39% | -0.03% | -33.48% | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.35% | — | -16.40% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.34% | -0.03% | -6.52% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.31% | — | -1.28% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.30% | +0.01% | +14.02% | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.28% | — | +5.47% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.22% | — | -6.30% | |
| 32 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.22% | — | -9.92% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.19% | -0.01% | — | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.17% | — | +93.52% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.16% | — | +2.98% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.15% | — | -8.81% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.13% | — | -4.43% | |
| 38 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.13% | — | — | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.11% | — | +5.13% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.10% | — | -0.88% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.10% | — | -0.40% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.10% | — | +537.46% | |
| 43 | ✓ | Invesco Qqq Trust | 株式-その他 | 0.10% | — | +71.97% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.10% | — | -28.24% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.10% | — | +0.08% | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.10% | -0.02% | -7.54% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.09% | — | -1.10% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.09% | — | -2.99% | |
| 49 | USB | US Bancorp | 株式-金融 | 0.09% | — | — | |
| 50 | ACN | Accenture plc | 株式-IT | 0.08% | -0.01% | EXIT |