CIK: 0001427748
申告総資産額
$44.8億
上位200銘柄を表示中（全203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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 13.10% | +0.24% | +3.53% | |
| 2 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 12.87% | +0.29% | +1.10% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.48% | -0.56% | -1.09% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.46% | -0.38% | +1.59% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.65% | -0.11% | +5.44% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 6.43% | -0.36% | +0.67% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 5.29% | +0.54% | +2.53% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 4.26% | -0.42% | -3.49% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.56% | -0.11% | -1.30% | |
| 10 | DFNM | Dimensional National Muni Bd | ETF-その他 | 2.79% | +0.09% | +2956.75% | |
| 11 | DFAT | Dimensional US Target Value | ETF-その他 | 2.44% | +0.04% | -1.23% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.43% | -0.04% | -1.78% | |
| 13 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 2.25% | +0.35% | +12.10% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.21% | +0.04% | -1.13% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.69% | +0.24% | -3.91% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.36% | — | +6.24% | |
| 17 | DFIC | Dimensional International Co | ETF-その他 | 1.29% | -0.05% | -0.70% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.10% | -0.07% | -0.44% | |
| 19 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.95% | +0.23% | +23.14% | |
| 20 | SUB | Ishares Short-term National | ETF-その他 | 0.90% | +0.05% | — | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.76% | +0.03% | -1.95% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.72% | +0.08% | -0.90% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.67% | -0.05% | -0.10% | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.56% | +0.06% | -2.62% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.51% | -0.03% | -0.98% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.36% | -0.02% | +36.88% | |
| 27 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.34% | -0.02% | +1.45% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.28% | — | -55.04% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.27% | +0.01% | +15.45% | |
| 30 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.27% | — | +2.18% | |
| 31 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.26% | — | +18.13% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.24% | -0.03% | -1.77% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.20% | -0.03% | -3.04% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.19% | — | +35.99% | |
| 35 | EMR | Emerson Electric Co | 株式-資本財 | 0.18% | — | +1.20% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.17% | -0.02% | +156.02% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.16% | — | +14.02% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.16% | -0.01% | +49.22% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.12% | — | +4.22% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.11% | — | +30.38% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.11% | — | +0.05% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.10% | — | -16.39% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.10% | — | -1.91% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.09% | -0.01% | +0.00% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | -0.01% | +106.23% | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.09% | — | -0.92% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.09% | — | +4.94% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.09% | -0.01% | EXIT | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.09% | — | +16.15% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.08% | -0.01% | +193.84% |