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 | 13.56% | +0.29% | +2.74% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 13.11% | +0.24% | +2.55% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.24% | -0.56% | -1.46% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.91% | -0.38% | +0.74% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 6.96% | -0.36% | -0.06% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.86% | -0.11% | -0.32% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 5.30% | +0.54% | +5.54% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 4.72% | -0.42% | -6.43% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.90% | -0.11% | -1.67% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.68% | -0.04% | -2.94% | |
| 11 | DFAT | Dimensional US Target Value | ETF-その他 | 2.59% | +0.04% | -1.33% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.33% | +0.04% | -2.10% | |
| 13 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 2.13% | +0.35% | +6.84% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.88% | +0.24% | -3.67% | |
| 15 | DFIC | Dimensional International Co | ETF-その他 | 1.40% | -0.05% | -2.21% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.38% | — | -2.67% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.18% | -0.07% | -0.80% | |
| 18 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.81% | +0.23% | +27.22% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.81% | +0.03% | -2.68% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.80% | +0.08% | -1.57% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.72% | -0.05% | -0.07% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.67% | — | -2.26% | |
| 23 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.60% | +0.06% | -4.88% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.55% | -0.03% | -1.20% | |
| 25 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.33% | -0.02% | +0.03% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.30% | -0.02% | +0.22% | |
| 27 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.28% | — | -0.28% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.26% | -0.03% | -3.30% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.25% | +0.01% | -11.09% | |
| 30 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.22% | — | +0.01% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.22% | -0.03% | -6.61% | |
| 32 | EMR | Emerson Electric Co | 株式-資本財 | 0.17% | — | +0.01% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.16% | — | +10.65% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.15% | — | +0.01% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.13% | — | -21.67% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.13% | — | +5.14% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.11% | — | +3.88% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.11% | -0.01% | -3.98% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.11% | — | +0.42% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.10% | -0.01% | +0.01% | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.10% | — | +2.29% | |
| 42 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.10% | +0.09% | — | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.09% | — | +0.24% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.09% | — | -1.83% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.08% | — | +3.02% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.07% | — | +0.21% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.07% | -0.02% | +13.13% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.07% | — | -1.05% | |
| 49 | TAN | Invesco Solar ETF | ETF-その他 | 0.07% | — | — | |
| 50 | ACN | Accenture plc | 株式-IT | 0.07% | -0.01% | EXIT |