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 | 52.61% | -7.91% | -0.02% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 26.34% | -1.81% | -2.66% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.01% | +0.47% | -17.17% | |
| 4 | KBDC | Kayne Anderson Bdc INC | 株式-その他 | 2.25% | -0.19% | — | |
| 5 | DFIV | Dimensional International Va | ETF-その他 | 2.15% | +0.39% | -21.52% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.92% | — | +5.82% | |
| 7 | DFAT | Dimensional US Target Value | ETF-その他 | 1.68% | +0.47% | -25.37% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.42% | +0.19% | -19.84% | |
| 9 | PCN | Pimco Corporate & Income Str | 株式-その他 | 1.01% | +1.44% | — | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | -0.16% | -15.62% | |
| 11 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 0.89% | +1.29% | — | |
| 12 | AAPL | Apple INC | 株式-IT | 0.89% | -0.11% | -0.70% | |
| 13 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.86% | -0.01% | — | |
| 14 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 0.64% | +0.32% | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.42% | -0.04% | -22.63% | |
| 16 | NTAP | Netapp INC | 株式-IT | 0.40% | -0.03% | — | |
| 17 | BLK | Blackrock INC | 株式-金融 | 0.34% | -0.04% | — | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.30% | -0.03% | — | |
| 19 | SPGI | S&p Global INC | 株式-金融 | 0.29% | -0.07% | — | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.29% | -0.07% | — | |
| 21 | DE | Deere & Co | 株式-資本財 | 0.26% | +0.05% | — | |
| 22 | ATO | Atmos Energy CORP | 株式-公益事業 | 0.24% | +0.02% | — | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.23% | — | — | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.22% | -0.02% | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.20% | -0.02% | -48.78% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.17% | — | — |