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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 12.57% | +0.24% | +1.23% | |
| 2 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 12.11% | +0.29% | +1.85% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.02% | -0.38% | +3.42% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.21% | -0.56% | -1.07% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 7.34% | -0.36% | +1.29% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 6.11% | +0.54% | +6.07% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.26% | -0.11% | -7.67% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 4.64% | -0.42% | +1.83% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 3.32% | +0.35% | -8.44% | |
| 10 | DFNM | Dimensional National Muni Bd | ETF-その他 | 3.11% | +0.09% | -3.56% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.64% | -0.11% | -9.44% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.21% | +0.24% | -0.10% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.18% | +0.23% | +2.84% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.12% | +0.04% | +9.66% | |
| 15 | DFAT | Dimensional US Target Value | ETF-その他 | 2.06% | +0.04% | +5.05% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.97% | -0.04% | -3.65% | |
| 17 | DFIC | Dimensional International Co | ETF-その他 | 1.65% | -0.05% | +6.33% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.11% | -0.07% | -0.12% | |
| 19 | SUB | Ishares Short-term National | ETF-その他 | 1.01% | +0.05% | -2.87% | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.01% | +0.06% | +39.12% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.00% | +0.08% | +15.51% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.83% | +0.03% | +21.07% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.67% | -0.05% | -2.34% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.52% | -0.03% | -0.04% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.52% | -0.03% | +230.94% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | -0.31% | |
| 27 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.27% | — | -3.15% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.25% | -0.03% | -3.30% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.22% | -0.02% | +185.60% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.19% | +0.04% | +192.28% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.18% | -0.01% | -0.22% | |
| 32 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 0.15% | +0.02% | +77.86% | |
| 33 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.14% | — | -14.39% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.11% | — | -14.51% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.11% | -0.02% | -12.12% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.10% | — | -12.47% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.10% | — | +9.40% | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 0.09% | — | -0.01% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.09% | -0.02% | +7.50% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.09% | +0.01% | -5.12% | |
| 41 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.09% | — | +14.66% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.08% | — | -8.40% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.07% | — | -2.12% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.07% | — | -2.47% | |
| 45 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 0.07% | — | -13.20% | |
| 46 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.06% | — | +280.84% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.06% | — | -1.66% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.06% | — | +81.05% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.05% | — | -6.55% | |
| 50 | AVIG | Avantis Core Fixed Income | ETF-その他 | 0.05% | -0.01% | +5.61% |