CIK: 0001625008
申告総資産額
$1.2億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 50.85% | -7.91% | — | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 28.20% | -1.81% | — | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.69% | +0.47% | — | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.40% | — | — | |
| 5 | DFIV | Dimensional International Va | ETF-その他 | 2.17% | +0.39% | — | |
| 6 | DFAT | Dimensional US Target Value | ETF-その他 | 2.15% | +0.47% | — | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.72% | +0.19% | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.40% | -0.16% | — | |
| 9 | AAPL | Apple INC | 株式-IT | 1.06% | -0.11% | — | |
| 10 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.98% | -0.01% | — | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.98% | — | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.66% | -0.02% | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.65% | -0.04% | — | |
| 14 | NTAP | Netapp INC | 株式-IT | 0.59% | -0.03% | — | |
| 15 | BLK | Blackrock INC | 株式-金融 | 0.36% | -0.04% | — | |
| 16 | SPGI | S&p Global INC | 株式-金融 | 0.35% | -0.07% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.32% | -0.03% | — | |
| 18 | DE | Deere & Co | 株式-資本財 | 0.29% | +0.05% | — | |
| 19 | HPQ | Hp INC | 株式-IT | 0.28% | — | — | |
| 20 | ATO | Atmos Energy CORP | 株式-公益事業 | 0.24% | +0.02% | — | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 0.24% | — | — | |
| 22 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.24% | -0.07% | — | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.20% | -0.02% | — |