CIK: 0001862965
申告総資産額
$3.1億
| # | 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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 20.77% | — | +4.68% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 13.39% | +0.54% | +3.18% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.04% | +0.12% | +0.85% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.60% | -0.35% | +3.43% | |
| 5 | DFIC | Dimensional International Co | ETF-その他 | 6.09% | -0.28% | -2.21% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-その他 | 5.45% | +0.55% | +2.55% | |
| 7 | BNDW | Vanguard Total World Bond Et | ETF-その他 | 5.18% | -0.15% | +5.27% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-その他 | 4.97% | +0.15% | +4.42% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.46% | -0.38% | +3.67% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.27% | +0.07% | +1.63% | |
| 11 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 2.20% | +0.25% | +15.92% | |
| 12 | DIHP | Dimensional International Hi | ETF-その他 | 1.89% | -0.07% | -0.40% | |
| 13 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.87% | -0.23% | -7.25% | |
| 14 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 1.39% | -0.26% | +6.04% | |
| 15 | DFAT | Dimensional US Target Value | ETF-その他 | 1.12% | -0.04% | -0.16% | |
| 16 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.85% | — | +5.03% | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.78% | -0.07% | -0.70% | |
| 18 | DFIV | Dimensional International Va | ETF-その他 | 0.73% | -0.09% | — | |
| 19 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-その他 | 0.71% | -0.02% | -16.90% | |
| 20 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.70% | -0.22% | +22.79% | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.69% | -0.03% | -19.67% | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 0.68% | -0.03% | -15.76% | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.65% | +0.05% | -0.55% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.63% | -0.16% | +77.63% | |
| 25 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.60% | -0.01% | +0.06% | |
| 26 | BND | Vanguard Total Bond Market | ETF-その他 | 0.59% | +0.27% | -1.78% | |
| 27 | DFSD | Dimensional Short Duration | ETF-その他 | 0.53% | -0.13% | -9.13% | |
| 28 | BALT | Inn Defined Wealth Shield | ETF-その他 | 0.51% | +0.19% | +72.37% | |
| 29 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.38% | +0.08% | NEW | |
| 30 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.36% | -0.02% | -6.62% | |
| 31 | DXUV | Dimensional US Vtor Eqty ETF | ETF-その他 | 0.32% | +0.03% | +18.25% | |
| 32 | DFIP | Dimensional Inflation-protec | ETF-その他 | 0.28% | — | -0.11% | |
| 33 | AVXC | Avantis Emg Mkt Ex China ETF | ETF-新興国市場 | 0.28% | -0.02% | -8.91% | |
| 34 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.25% | — | +20.02% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.25% | — | -6.78% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.19% | +0.09% | -2.45% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.16% | -0.01% | — | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.16% | — | -0.28% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.16% | — | -1.40% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.15% | — | — | |
| 41 | DXIV | Dimensional Intr Vtor E ETF | ETF-その他 | 0.15% | — | -2.77% | |
| 42 | ZAUG | Innov Eq Protect ETF - 1 Aug | ETF-その他 | 0.15% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.13% | — | -14.19% | |
| 44 | AJUL | Invtor Edp ETF 2yr To Jy2026 | ETF-その他 | 0.12% | -0.08% | EXIT | |
| 45 | BUFF | Innovator Laddered Allocatio | ETF-その他 | 0.11% | +0.04% | -42.07% | |
| 46 | AAPL | Apple INC | 株式-IT | 0.09% | — | -2.80% |