CIK: 0001972138
申告総資産額
$3.3億
| # | 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 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 12.89% | — | +1.73% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 12.39% | +0.19% | +19.63% | |
| 3 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 11.81% | — | +4.87% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 9.99% | +0.21% | +21.66% | |
| 5 | FIXD | First Trust Smith Opportunis | ETF-その他 | 9.81% | -0.12% | +3.96% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-その他 | 8.52% | +0.22% | +27.53% | |
| 7 | CEMB | Ishares Jp Morgan Em Corpora | ETF-その他 | 6.55% | — | +9.79% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 5.71% | -0.32% | -0.48% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 4.28% | -0.01% | -8.30% | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-その他 | 2.84% | — | +0.76% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.30% | -0.07% | -1.76% | |
| 12 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.93% | +0.61% | +3.22% | |
| 13 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.45% | — | +140.80% | |
| 14 | DFIP | Dimensional Inflation-protec | ETF-その他 | 1.44% | — | +13.84% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.17% | +0.01% | -15.64% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.96% | -0.07% | -4.20% | |
| 17 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-その他 | 0.74% | -0.07% | +15.28% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.41% | — | — | |
| 19 | AVRE | Avantis Real Estate ETF | ETF-その他 | 0.41% | — | -15.23% | |
| 20 | AVDE | Avantis International Equity | ETF-その他 | 0.33% | — | — | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.28% | — | +6.59% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.28% | -0.01% | — | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.27% | — | — | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.25% | -0.02% | — | |
| 25 | BNDW | Vanguard Total World Bond Et | ETF-その他 | 0.24% | — | +2.95% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.24% | — | +2.21% | |
| 27 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.24% | — | — | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.22% | -0.01% | — | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.21% | -0.02% | — | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.19% | — | -14.35% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.19% | — | — | |
| 32 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.17% | — | — | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.16% | — | -11.16% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.16% | — | — | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.15% | — | -0.64% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.15% | -0.03% | +0.92% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.15% | — | — | |
| 38 | LIN | Linde plc | 株式-素材 | 0.14% | +0.02% | — | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.13% | — | — | |
| 40 | AAPL | Apple INC | 株式-IT | 0.13% | -0.03% | — | |
| 41 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.13% | — | — |