CIK: 0001360798
申告総資産額
$23.7億
上位200銘柄を表示中（全579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 | 25.49% | +2.20% | -9.16% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 10.48% | -0.01% | -29.02% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.10% | +0.43% | -10.46% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.78% | +0.28% | -9.33% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.09% | +0.13% | -2.23% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.96% | +0.14% | -9.54% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.90% | +0.59% | +6.25% | |
| 8 | DFIC | Dimensional International Co | ETF-その他 | 1.58% | +0.54% | +4.19% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.33% | +0.17% | -9.81% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.32% | +1.34% | -14.15% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.26% | — | +0.91% | |
| 12 | VGSR | Vert Glb Sust Re ETF | ETF-その他 | 1.24% | — | -0.65% | |
| 13 | TMUS | T-mobile US INC | 株式-通信サービス | 1.23% | — | -22.36% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.20% | — | +8.52% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.08% | +0.28% | -0.71% | |
| 16 | DFAI | Dimensional International Co | ETF-その他 | 1.06% | +0.52% | -5.97% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.05% | — | -0.24% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.90% | — | +5.93% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.81% | — | — | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 0.77% | — | -2.76% | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.75% | +0.33% | +2.64% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | — | -15.79% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | +0.18% | -8.03% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.71% | — | -1.44% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.71% | — | -5.55% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | +1.85% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.69% | — | -4.15% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | — | -5.97% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | -3.89% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.61% | — | -0.31% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.59% | — | -6.84% | |
| 32 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 0.59% | +0.74% | +49.11% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | +0.53% | -11.85% | |
| 34 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.53% | +0.06% | +6.98% | |
| 35 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.43% | — | -0.23% | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.43% | +0.18% | -5.60% | |
| 37 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.38% | -0.46% | EXIT | |
| 38 | APP | Applovin Corp-class A | 株式-IT | 0.37% | — | -61.37% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.35% | — | -39.10% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | — | -5.95% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.35% | +0.18% | -38.47% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.34% | — | -80.11% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.34% | — | +89.95% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.33% | -0.38% | EXIT | |
| 45 | PCAR | Paccar INC | 株式-資本財 | 0.33% | — | +0.67% | |
| 46 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.32% | -0.62% | EXIT | |
| 47 | SYY | Sysco CORP | 株式-生活必需品 | 0.30% | — | -4.94% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | — | -14.54% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.29% | -0.34% | EXIT | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | — | -7.94% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DFGR | Dim Global Real Estate ETF | +0.5% | +6.25% | 増加 |
| 2 | DFIC | Dimensional International Co | +0.3% | +4.19% | 増加 |
| 3 | VGSR | Vert Glb Sust Re ETF | +0.3% | -0.65% | 減少 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +8.52% | 増加 |
| 5 | DCOR | Dimensional US Core Eq 1 ETF | +0.3% | +49.11% | 増加 |
| 6 | TSLA | Tesla INC | +0.2% | -2.76% | 減少 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -9.33% | 減少 |
| 8 | KLAC | Kla CORP | +0.2% | +706.35% | 増加 |
| 9 | PEP | Pepsico INC | +0.2% | +89.95% | 増加 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.2% | +5.93% | 増加 |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | 変化なし |
| 12 | DFAC | Dimensional US Core Equity 2 | +0.2% | -9.54% | 減少 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +1.85% | 増加 |
| 14 | ABT | Abbott Laboratories | +0.2% | +209.58% | 増加 |
| 15 | COMP | Compass INC - Class A | +0.1% | +0.03% | 増加 |
| 16 | TMUS | T-mobile US INC | 0% | -22.36% | 減少 |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | -5.97% | 減少 |
| 18 | RWO | State Street Spdr Dow Jones | 0% | -26.97% | 減少 |
| 19 | GOOG | Alphabet Inc-cl C | 0% | -8.03% | 減少 |
| 20 | NVDA | Nvidia CORP | -0.1% | -14.15% | 減少 |
| 21 | SBUX | Starbucks CORP | -0.1% | -38.47% | 減少 |
| 22 | AMD | Advanced Micro Devices | -0.1% | -41.56% | 減少 |
| 23 | XLK | Ss Technology Select Sector | -0.1% | -51.15% | 減少 |
| 24 | INTC | Intel CORP | -0.1% | -19.26% | 減少 |
| 25 | SCHF | Schwab Intl Equity ETF | -0.1% | -67.65% | 減少 |
| 26 | NET | Cloudflare INC - Class A | -0.1% | -85.32% | 減少 |
| 27 | HUBS | Hubspot INC | -0.1% | -81.63% | 減少 |
| 28 | AMZN | Amazon.com INC | -0.1% | -9.16% | 減少 |
| 29 | LLY | Eli Lilly & Co | -0.1% | -31.57% | 減少 |
| 30 | VO | Vanguard Mid-cap ETF | -0.1% | -52.91% | 減少 |
| 31 | ISRG | Intuitive Surgical INC | -0.1% | -67.89% | 減少 |
| 32 | UNH | Unitedhealth Group INC | -0.1% | -39.10% | 減少 |
| 33 | NFLX | Netflix INC | -0.1% | -50.43% | 減少 |
| 34 | CMCSA | Comcast Corp-class A | -0.1% | -57.64% | 減少 |
| 35 | VXUS | Vanguard Total Intl Stock | -0.1% | -65.39% | 減少 |
| 36 | ABNB | Airbnb Inc-class A | -0.1% | -24.30% | 減少 |
| 37 | VV | Vanguard Large-cap ETF | -0.1% | -51.58% | 減少 |
| 38 | SCHB | Schwab US Broad Market ETF | -0.1% | -78.39% | 減少 |
| 39 | APP | Applovin Corp-class A | -0.2% | -61.37% | 減少 |
| 40 | SNOW | Snowflake INC | -0.2% | -55.11% | 減少 |
| 41 | ALK | Alaska Air Group INC | -0.2% | -97.47% | 減少 |
| 42 | NKE | Nike INC -cl B | -0.4% | -81.42% | 減少 |
| 43 | ORCL | Oracle CORP | -0.9% | -80.11% | 減少 |
| 44 | PFE | Pfizer INC | -1% | -95.62% | 減少 |
| 45 | MSFT | Microsoft CORP | -3% | -29.02% | 減少 |
| 46 | IOT | Samsara Inc-cl A | — | EXIT | 全売却 |
| 47 | AON | Aon plc | — | NEW | 新規購入 |
| 48 | RDDT | Reddit Inc-cl A | — | NEW | 新規購入 |
| 49 | DUOL | Duolingo | — | EXIT | 全売却 |
| 50 | ALIT | Alight INC - Class A | — | NEW | 新規購入 |