CIK: 0001360798
申告総資産額
$23.7億
上位200銘柄を表示中（全544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 | AMZN | Amazon.com INC | 株式-一般消費財 | 24.45% | +2.20% | -0.24% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 11.19% | -0.01% | +6.04% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.14% | +0.43% | +1.88% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.09% | +0.28% | +5.22% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.14% | +0.13% | +1.38% | |
| 6 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 2.07% | — | -39.84% | |
| 7 | TMUS | T-mobile US INC | 株式-通信サービス | 2.01% | — | +0.92% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.71% | +0.14% | +22.70% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.12% | — | -3.23% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.11% | — | -4.24% | |
| 11 | DFIC | Dimensional International Co | ETF-その他 | 1.08% | +0.54% | +17.61% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.03% | — | +2.99% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.96% | +0.17% | +17.53% | |
| 14 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.90% | — | +192.34% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.87% | +0.28% | +6.96% | |
| 16 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.83% | -0.62% | EXIT | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.83% | — | +0.23% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 0.78% | — | +4.46% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.77% | — | -1.67% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | -2.28% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | +0.18% | +7.03% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.72% | — | +0.89% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.70% | +1.34% | +3.82% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | +0.53% | +1.40% | |
| 25 | DFAI | Dimensional International Co | ETF-その他 | 0.70% | +0.52% | +13.00% | |
| 26 | APP | Applovin Corp-class A | 株式-IT | 0.67% | — | -13.89% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.67% | — | +10.44% | |
| 28 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.63% | +0.59% | +44.23% | |
| 29 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.58% | +0.18% | +10.61% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | +8.31% | |
| 31 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.53% | +0.33% | +17.32% | |
| 32 | RELY | Remitly Global INC | 株式-その他 | 0.48% | -0.17% | EXIT | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | — | +20.90% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.45% | — | +0.22% | |
| 35 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.45% | -0.46% | EXIT | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.45% | — | -6.45% | |
| 37 | SNOW | Snowflake INC | 株式-IT | 0.42% | — | +3.06% | |
| 38 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.42% | +0.06% | +13.94% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.40% | — | +9.22% | |
| 40 | SYY | Sysco CORP | 株式-生活必需品 | 0.40% | — | -0.01% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.39% | — | +77.11% | |
| 42 | PCAR | Paccar INC | 株式-資本財 | 0.38% | — | +2.14% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.37% | — | +0.21% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.36% | -0.38% | EXIT | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.35% | -0.34% | EXIT | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.34% | — | +12.55% | |
| 47 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.33% | +0.18% | +14.61% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.32% | -0.12% | EXIT | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.31% | — | +4.38% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.31% | -0.32% | EXIT |