CIK: 0001360798
申告総資産額
$23.7億
上位200銘柄を表示中（全925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 | 22.95% | +2.20% | -1.57% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 9.81% | -0.01% | -7.60% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.95% | +0.43% | +3.09% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.29% | +0.28% | -1.44% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 1.88% | +1.34% | +14.39% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.85% | +0.14% | +4.78% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.63% | +0.13% | -0.35% | |
| 8 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.61% | +0.59% | +5.19% | |
| 9 | DFIC | Dimensional International Co | ETF-その他 | 1.59% | +0.54% | +3.36% | |
| 10 | DFAI | Dimensional International Co | ETF-その他 | 1.18% | +0.52% | +5.85% | |
| 11 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 1.17% | +0.74% | +19.73% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.10% | +0.17% | +2.24% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.01% | +0.28% | +5.05% | |
| 14 | TMUS | T-mobile US INC | 株式-通信サービス | 1.00% | — | -3.85% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.97% | — | +5.36% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.96% | — | -1.27% | |
| 17 | VGSR | Vert Glb Sust Re ETF | ETF-その他 | 0.93% | — | +1.12% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.79% | — | +1.48% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.79% | — | +0.23% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.78% | +0.33% | +5.23% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.77% | — | +9.47% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.74% | — | +1.58% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.65% | — | +8.62% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.60% | — | +5.65% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | +8.72% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.58% | — | +4.93% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.57% | — | +3.05% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | +0.18% | -5.12% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.55% | — | -9.68% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.54% | — | -8.29% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | — | -5.29% | |
| 32 | LII | Lennox International INC | 株式-資本財 | 0.50% | — | +0.18% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.50% | — | -0.11% | |
| 34 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.49% | +0.06% | +5.09% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.47% | — | +0.83% | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.44% | +0.18% | +10.13% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | — | +1.28% | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.40% | +0.18% | -4.50% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.53% | -3.67% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.38% | -0.57% | EXIT | |
| 41 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.36% | -0.62% | EXIT | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.36% | -0.40% | EXIT | |
| 43 | SOFI | Sofi Technologies INC | 株式-金融 | 0.35% | -0.61% | EXIT | |
| 44 | SNOW | Snowflake INC | 株式-IT | 0.34% | — | +17.20% | |
| 45 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.34% | — | +0.36% | |
| 46 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.33% | -0.46% | EXIT | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.32% | — | +14.49% | |
| 48 | IOT | Samsara Inc-cl A | 株式-IT | 0.31% | — | -4.10% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.31% | — | +0.28% | |
| 50 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.29% | — | +69.16% |