CIK: 0001964758
申告総資産額
$9.3億
上位200銘柄を表示中（全248銘柄）
| # | 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 | DFAU | Dimensional US Core Equity M | ETF-その他 | 12.34% | +0.38% | +2.42% | |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 10.43% | +0.47% | +2.35% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 8.41% | +0.04% | +5.39% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 5.94% | -0.47% | +4.52% | |
| 5 | DFAI | Dimensional International Co | ETF-その他 | 5.09% | -0.16% | +1.21% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.19% | -0.38% | +6.07% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.21% | -0.26% | +4.53% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.95% | +0.12% | — | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.55% | +0.23% | +2.52% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.48% | -0.04% | -1.88% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.35% | — | +12.36% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.23% | +0.03% | -0.85% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.53% | -0.02% | -3.51% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.46% | +0.08% | -2.88% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.36% | — | -2.57% | |
| 16 | GBFH | Gbank Financial Holdings INC | 株式-その他 | 1.23% | +0.01% | — | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.14% | +0.05% | -4.96% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.14% | +0.02% | +0.00% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.13% | — | -12.82% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | +0.02% | -5.65% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.76% | +0.11% | -4.85% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.74% | +0.01% | -2.57% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.71% | +0.01% | +0.06% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.66% | — | -8.94% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.64% | — | -15.55% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | — | -1.25% | |
| 27 | AXP | American Express Co | 株式-金融 | 0.49% | — | -1.52% | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 0.47% | — | -1.21% | |
| 29 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.44% | — | — | |
| 30 | GS | Goldman Sachs Group INC | 株式-金融 | 0.41% | — | -12.61% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | — | -11.19% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.37% | — | +30.64% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 0.37% | — | -0.07% | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.37% | — | +1.83% | |
| 35 | BLK | Blackrock INC | 株式-金融 | 0.36% | — | -1.16% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.36% | — | -24.94% | |
| 37 | CDNS | Cadence Design Sys INC | 株式-IT | 0.35% | — | +17.94% | |
| 38 | LRCX | Lam Research CORP | 株式-IT | 0.35% | +0.40% | -12.36% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.34% | — | -0.01% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.33% | — | -1.94% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.32% | — | -8.56% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.32% | — | +0.02% | |
| 43 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.30% | -0.12% | — | |
| 44 | GPI | Group 1 Automotive INC | 株式-一般消費財 | 0.29% | — | — | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | — | +14.37% | |
| 46 | F | Ford Motor Co | 株式-一般消費財 | 0.27% | — | -17.44% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.27% | — | — | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.27% | — | +21.91% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.25% | — | +29.42% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.24% | +0.09% | -13.35% |