CIK: 0002013339
申告総資産額
$4.7億
上位200銘柄を表示中（全324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 | 16.11% | -0.61% | +6.18% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 4.57% | — | +5.98% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-その他 | 4.31% | — | +6.50% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 3.95% | -0.02% | +9.73% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.39% | — | -0.01% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.33% | — | -0.26% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.19% | — | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.03% | -1.14% | -0.30% | |
| 9 | DISV | Dimensional International Sm | ETF-その他 | 1.99% | — | +4.17% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.84% | -0.02% | +2.48% | |
| 11 | DIHP | Dimensional International Hi | ETF-その他 | 1.32% | — | +2.39% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.13% | -0.27% | +0.18% | |
| 13 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.04% | — | +1.47% | |
| 14 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 1.01% | — | +5.41% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.97% | +0.19% | +23.32% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | -0.44% | +1.24% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 0.87% | -0.26% | -0.87% | |
| 18 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.86% | — | -4.98% | |
| 19 | DFAT | Dimensional US Target Value | ETF-その他 | 0.83% | — | -0.72% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | +0.06% | -1.34% | |
| 21 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-その他 | 0.75% | — | +5.51% | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 0.75% | — | +6.37% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.75% | — | -0.46% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.72% | -0.46% | +0.48% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | -0.41% | -1.91% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | +0.16% | -0.48% | |
| 27 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.58% | — | -2.01% | |
| 28 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 0.55% | — | +140.00% | |
| 29 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.55% | — | +10.24% | |
| 30 | DFAI | Dimensional International Co | ETF-その他 | 0.53% | — | -0.79% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | — | +0.92% | |
| 32 | WFC | Wells Fargo & Co | 株式-金融 | 0.43% | -0.19% | -0.71% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | -0.17% | +4.91% | |
| 34 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.42% | — | -0.58% | |
| 35 | PFFA | Virtus Infracap US Pref Stck | ETF-その他 | 0.42% | — | +26.63% | |
| 36 | O | Realty Income CORP | 株式-不動産 | 0.41% | — | +43.79% | |
| 37 | ETN | Eaton Corporation plc | 株式-資本財 | 0.40% | — | -0.71% | |
| 38 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.40% | — | — | |
| 39 | WHR | Whirlpool CORP | 株式-一般消費財 | 0.38% | — | +1.36% | |
| 40 | RVT | Royce Small-cap Trust INC | 株式-その他 | 0.37% | — | — | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.35% | +0.13% | -0.45% | |
| 42 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.34% | — | -0.28% | |
| 43 | OKE | Oneok INC | 株式-エネルギー | 0.32% | — | — | |
| 44 | ARE | Alexandria Real Estate Equit | 株式-不動産 | 0.31% | — | +1.13% | |
| 45 | APA | Apa CORP | 株式-エネルギー | 0.30% | — | +0.14% | |
| 46 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型株 | 0.30% | — | — | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.29% | +0.16% | -3.33% | |
| 48 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.29% | — | +1.16% | |
| 49 | ISCV | Ishares Morningstar Small-ca | ETF-その他 | 0.29% | — | +0.28% | |
| 50 | WDS | Woodside Energy Group-adr | 株式-その他 | 0.28% | — | +9.24% |