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 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 13.98% | +0.29% | +849.46% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 13.18% | +0.24% | +139.85% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.96% | -0.56% | -1.36% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.01% | -0.38% | -3.99% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.95% | -0.11% | +0.28% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 6.69% | -0.36% | +4.72% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 5.28% | +0.54% | +2.45% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 4.19% | -0.42% | +9.33% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.02% | -0.11% | -3.35% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.14% | +0.04% | +5.02% | |
| 11 | DFAT | Dimensional US Target Value | ETF-その他 | 2.79% | +0.04% | -2.82% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.76% | -0.04% | +13.66% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.04% | +0.24% | +107.15% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.88% | +0.35% | +88.43% | |
| 15 | DFIC | Dimensional International Co | ETF-その他 | 1.60% | -0.05% | -7.96% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.47% | — | -3.82% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.14% | -0.07% | -2.52% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.87% | +0.03% | -12.43% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.81% | — | +970.21% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.78% | +0.08% | -9.88% | |
| 21 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.71% | +0.06% | -19.15% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.68% | -0.05% | — | |
| 23 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.53% | -0.03% | -0.46% | |
| 24 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.39% | -0.02% | -1.44% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.29% | — | -0.39% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.27% | +0.01% | +16.23% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.26% | -0.02% | -3.58% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.22% | -0.03% | -20.11% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.22% | -0.03% | -13.68% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.22% | — | — | |
| 31 | EMR | Emerson Electric Co | 株式-資本財 | 0.20% | — | — | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.19% | — | -14.30% | |
| 33 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.19% | — | +23.57% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | — | +10.00% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.16% | — | -32.00% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.14% | — | +16.70% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.13% | — | +65.17% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.12% | -0.01% | -15.54% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.10% | — | +24.99% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.10% | — | +537.80% | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.10% | — | +5.10% | |
| 42 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.10% | — | +152.70% | |
| 43 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.10% | — | -1.04% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.08% | -0.01% | +233.24% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.08% | +0.03% | +114.70% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.08% | — | -4.59% | |
| 47 | TAN | Invesco Solar ETF | ETF-その他 | 0.08% | — | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.07% | — | +3.14% | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.07% | — | -2.34% | |
| 50 | USB | US Bancorp | 株式-金融 | 0.07% | — | — |