CIK: 0002013339
申告総資産額
$4.7億
上位200銘柄を表示中（全289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 | 16.14% | -0.61% | -0.25% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 4.68% | — | -5.00% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-その他 | 4.37% | — | -0.68% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 3.81% | -0.02% | -3.25% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.60% | — | -0.56% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.33% | — | — | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.26% | — | +26.80% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.23% | -1.14% | +34.94% | |
| 9 | DISV | Dimensional International Sm | ETF-その他 | 2.02% | — | -5.18% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.66% | -0.02% | -4.36% | |
| 11 | DIHP | Dimensional International Hi | ETF-その他 | 1.43% | — | -3.12% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.29% | -0.27% | +7.27% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.10% | -0.44% | +34.97% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.09% | — | -6.81% | |
| 15 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 1.07% | — | -5.36% | |
| 16 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.03% | — | -2.81% | |
| 17 | DFAT | Dimensional US Target Value | ETF-その他 | 0.89% | — | -0.02% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.86% | +0.19% | +23.63% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 0.84% | -0.26% | +21.77% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.81% | — | — | |
| 21 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 0.76% | — | -6.79% | |
| 22 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-その他 | 0.75% | — | -0.82% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | -0.41% | +39.93% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | +0.06% | -10.53% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | +0.16% | +6.28% | |
| 26 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.63% | — | +489.23% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.59% | -0.46% | +23.35% | |
| 28 | DFAI | Dimensional International Co | ETF-その他 | 0.58% | — | -1.45% | |
| 29 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.56% | — | -2.85% | |
| 30 | WHR | Whirlpool CORP | 株式-一般消費財 | 0.56% | — | — | |
| 31 | WFC | Wells Fargo & Co | 株式-金融 | 0.48% | -0.19% | +16.18% | |
| 32 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.47% | — | +34.81% | |
| 33 | DK | Delek US Holdings INC | 株式-その他 | 0.46% | — | +254.51% | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 0.44% | — | +0.75% | |
| 35 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.43% | — | — | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | -0.17% | +338.78% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | — | +8.47% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.40% | — | +25.96% | |
| 39 | RVT | Royce Small-cap Trust INC | 株式-その他 | 0.40% | — | +159.09% | |
| 40 | NFLX | Netflix INC | 株式-通信サービス | 0.39% | +0.16% | +29.90% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | +0.13% | +30.56% | |
| 42 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.37% | — | +264.75% | |
| 43 | PFFA | Virtus Infracap US Pref Stck | ETF-その他 | 0.36% | — | +275.53% | |
| 44 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型株 | 0.34% | — | +68.97% | |
| 45 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.33% | — | +3.17% | |
| 46 | USA | Liberty All Star Equity Fund | 株式-その他 | 0.32% | — | — | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.31% | — | +1.16% | |
| 48 | SO | Southern Co/the | 株式-公益事業 | 0.31% | — | -1.15% | |
| 49 | O | Realty Income CORP | 株式-不動産 | 0.31% | — | +72.63% | |
| 50 | ARE | Alexandria Real Estate Equit | 株式-不動産 | 0.31% | — | +23.72% |