CIK: 0001840565
申告総資産額
$4.1億
上位200銘柄を表示中（全275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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.05% | — | +1.14% | |
| 2 | DFAT | Dimensional US Target Value | ETF-その他 | 4.60% | +0.31% | +2407.56% | |
| 3 | PVAL | Putnam Focused Lrg Cap Value | ETF-その他 | 3.70% | +0.65% | +14.87% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.39% | — | +1458.22% | |
| 5 | DFIV | Dimensional International Va | ETF-その他 | 3.31% | +0.17% | +1353.42% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.14% | +0.12% | +1209.88% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.76% | -0.25% | +4.87% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.23% | -0.57% | +3.26% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.14% | — | — | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.82% | -0.31% | -0.57% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.79% | — | +275.59% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.64% | +0.36% | -1.35% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.58% | +0.21% | +14.46% | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.55% | +0.09% | — | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.49% | — | -3.75% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.49% | — | +6.70% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.48% | — | +0.70% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.45% | — | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.36% | -0.13% | +0.84% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.35% | -0.19% | +1.27% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | -0.28% | +0.79% | |
| 22 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 1.28% | — | +14.18% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.20% | — | — | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.12% | -0.17% | -1.90% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 1.10% | -0.34% | -8.52% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.92% | +0.17% | +33.05% | |
| 27 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.92% | +1.25% | +0.78% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.90% | — | — | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.87% | -0.16% | -2.31% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 0.86% | — | -1.28% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.86% | — | — | |
| 32 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-その他 | 0.75% | — | — | |
| 33 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.70% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | -0.13% | -0.19% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.63% | -0.12% | +10.48% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.60% | — | +15.91% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.60% | — | +11.76% | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.59% | — | +0.83% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.57% | — | -1.48% | |
| 40 | DFSD | Dimensional Short Duration | ETF-その他 | 0.57% | +0.22% | — | |
| 41 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.56% | — | — | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | -0.14% | -1.69% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.53% | +0.37% | -6.73% | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.49% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.13% | +10.64% | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.46% | — | — | |
| 47 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.46% | — | — | |
| 48 | SHOP | Shopify INC - Class A | 株式-IT | 0.43% | -0.14% | -8.46% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.41% | — | +1.19% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | — | +17.60% |