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 | DFIC | Dimensional International Co | ETF-その他 | 13.17% | +0.19% | +10.56% | |
| 2 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-その他 | 12.67% | +0.67% | +2.68% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-その他 | 10.92% | +0.22% | +1.88% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 10.28% | +0.21% | +0.28% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-その他 | 9.25% | -0.48% | — | |
| 6 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 8.79% | — | -8.29% | |
| 7 | FIXD | First Trust Smith Opportunis | ETF-その他 | 7.42% | -0.12% | -4.23% | |
| 8 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 5.86% | +0.61% | +92.50% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 5.26% | -0.32% | -0.08% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.39% | -0.01% | -3.51% | |
| 11 | LMBS | First Trust Low Duration Opp | ETF-その他 | 2.08% | — | -0.05% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.95% | -0.07% | -1.35% | |
| 13 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.95% | — | -90.53% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.78% | +0.01% | -0.14% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.69% | -0.07% | -4.58% | |
| 16 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-その他 | 0.66% | -0.07% | -1.00% | |
| 17 | TSPA | T Rowe Price US Eqy Research | ETF-その他 | 0.54% | -0.03% | — | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.34% | — | -4.22% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.30% | -0.03% | -6.69% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.26% | — | +2.88% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | -0.03% | +0.51% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.25% | -0.02% | — | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.23% | -0.02% | +299.96% | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.22% | — | — | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.21% | — | +1.51% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | -0.02% | -1.64% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.18% | -0.01% | — | |
| 28 | CGCP | Cap Group Core Plus Income | ETF-その他 | 0.17% | -0.04% | +25.84% | |
| 29 | AVDE | Avantis International Equity | ETF-その他 | 0.17% | — | — | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.17% | -0.04% | +0.23% | |
| 31 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 0.16% | +0.12% | +25.05% | |
| 32 | BNDW | Vanguard Total World Bond Et | ETF-その他 | 0.16% | — | +8.75% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.16% | -0.05% | — | |
| 34 | DFAW | Dimensional World Eqty ETF | ETF-その他 | 0.15% | -0.05% | +5.84% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.15% | — | — | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.14% | — | +0.09% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.13% | — | — | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.13% | — | +100.00% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.13% | -0.02% | +3.21% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.12% | — | -0.06% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.12% | — | -0.05% | |
| 42 | LIN | Linde plc | 株式-素材 | 0.12% | +0.02% | +0.16% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.12% | -0.01% | -2.33% | |
| 44 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.12% | — | +28.57% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.11% | -0.01% | -0.48% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.10% | — | — | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.10% | — | +12.58% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.09% | — | — | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.09% | — | — |