CIK: 0002054749
申告総資産額
$1.7億
| # | 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 | 20.10% | -0.58% | +8.35% | |
| 2 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 16.60% | -0.47% | +12.15% | |
| 3 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 14.23% | -0.03% | +11.43% | |
| 4 | DFSD | Dimensional Short Duration | ETF-その他 | 10.29% | +0.22% | +8.49% | |
| 5 | DFIC | Dimensional International Co | ETF-その他 | 9.98% | +0.12% | +15.07% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 7.46% | +0.28% | -2.24% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 4.73% | +0.16% | +14.86% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 3.69% | -0.05% | -6.05% | |
| 9 | DFNM | Dimensional National Muni Bd | ETF-その他 | 2.53% | +0.09% | +14.95% | |
| 10 | SUB | Ishares Short-term National | ETF-その他 | 1.73% | +0.19% | +14.76% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.66% | +0.03% | +0.91% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.43% | -0.09% | +0.84% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.59% | -0.06% | -10.31% | |
| 14 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.46% | +0.13% | — | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.43% | -0.06% | -17.78% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | -0.02% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.41% | -0.02% | — | |
| 18 | EXR | Extra Space Storage INC | 株式-不動産 | 0.40% | — | — | |
| 19 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.34% | — | -19.79% | |
| 20 | UMH | Umh Properties INC | 株式-その他 | 0.29% | -0.02% | — | |
| 21 | IRM | Iron Mountain INC | 株式-不動産 | 0.29% | +0.04% | — | |
| 22 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.29% | -0.05% | — | |
| 23 | COP | Conocophillips | 株式-エネルギー | 0.26% | +0.08% | — | |
| 24 | DFAT | Dimensional US Target Value | ETF-その他 | 0.25% | — | +0.90% | |
| 25 | EPRT | Essential Properties Realty | 株式-不動産 | 0.25% | — | — | |
| 26 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.23% | -0.01% | — | |
| 27 | WTTR | Select Water Solutions INC | 株式-その他 | 0.22% | +0.07% | — | |
| 28 | STAG | Stag Industrial INC | 株式-不動産 | 0.18% | -0.01% | — | |
| 29 | APLE | Apple Hospitality Reit INC | 株式-不動産 | 0.14% | -0.01% | — | |
| 30 | MPT | Medical Properties Trust INC | 株式-不動産 | 0.12% | -0.01% | — |