CIK: 0002013339
申告総資産額
$4.7億
上位200銘柄を表示中（全202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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 19.44% | -0.61% | +6.88% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 5.75% | — | +0.52% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-その他 | 5.35% | — | +3.36% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 4.92% | -0.02% | +9.99% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-その他 | 4.28% | — | -0.01% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.75% | — | — | |
| 7 | DISV | Dimensional International Sm | ETF-その他 | 2.46% | — | +1.66% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.45% | -0.02% | +10.81% | |
| 9 | DIHP | Dimensional International Hi | ETF-その他 | 1.76% | — | +1.15% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.63% | -1.14% | -14.63% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.60% | — | -13.91% | |
| 12 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 1.45% | — | -16.81% | |
| 13 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.38% | — | -24.15% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | -0.27% | +15.21% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.36% | — | +6.51% | |
| 16 | DFAT | Dimensional US Target Value | ETF-その他 | 1.11% | — | — | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.00% | +0.19% | +13.07% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.99% | — | — | |
| 19 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 0.96% | — | +6.55% | |
| 20 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-その他 | 0.89% | — | +7.02% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.88% | +0.16% | +28.98% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.87% | +0.06% | +63.26% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.83% | -0.44% | -12.19% | |
| 24 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.73% | — | +10.90% | |
| 25 | DFAI | Dimensional International Co | ETF-その他 | 0.70% | — | -1.02% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.60% | — | -8.00% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | -0.41% | -19.40% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.55% | -0.26% | -20.97% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | -0.46% | +12.49% | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 0.48% | -0.19% | -1.67% | |
| 31 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.48% | — | +124.06% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | — | -8.44% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | — | -23.22% | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 0.44% | — | +2.22% | |
| 35 | VICI | Vici Properties INC | 株式-不動産 | 0.44% | — | +6.83% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.43% | +0.13% | +59.93% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | — | +9.36% | |
| 38 | ARE | Alexandria Real Estate Equit | 株式-不動産 | 0.41% | — | +0.94% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.41% | — | +22.33% | |
| 40 | SO | Southern Co/the | 株式-公益事業 | 0.41% | — | +7.88% | |
| 41 | CCI | Crown Castle INC | 株式-不動産 | 0.40% | — | +1.83% | |
| 42 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.40% | — | +21.40% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | — | +13.78% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.36% | — | -8.78% | |
| 45 | ASML | ASML Holding N.V. | 株式-IT | 0.34% | +0.10% | +40.20% | |
| 46 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.34% | — | +13.80% | |
| 47 | MPLX | Mplx LP | 株式-エネルギー | 0.32% | — | — | |
| 48 | SILA | Sila Realty Trust INC | 株式-その他 | 0.32% | — | — | |
| 49 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.32% | — | +24.31% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | — | +12.75% |