CIK: 0002112205
申告総資産額
$1.2億
| # | 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 | 35.94% | -1.26% | — | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 7.21% | -0.61% | — | |
| 3 | DFIC | Dimensional International Co | ETF-その他 | 5.90% | +0.57% | — | |
| 4 | DFAT | Dimensional US Target Value | ETF-その他 | 5.23% | +0.70% | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.64% | -0.23% | — | |
| 6 | DFAI | Dimensional International Co | ETF-その他 | 4.42% | +0.06% | — | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-その他 | 3.58% | -0.02% | — | |
| 8 | AVDE | Avantis International Equity | ETF-その他 | 3.29% | +0.35% | — | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.81% | +0.05% | — | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-その他 | 2.73% | -0.15% | — | |
| 11 | NEE | Nextera Energy INC | 株式-公益事業 | 2.44% | +0.28% | — | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.23% | -0.11% | — | |
| 13 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-その他 | 1.93% | +0.34% | — | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.72% | -0.21% | — | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.39% | +0.23% | — | |
| 16 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 1.30% | -0.03% | — | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.29% | +0.72% | — | |
| 18 | CSR | Centerspace | 株式-その他 | 1.22% | -1.22% | EXIT | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.17% | +0.75% | — | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.09% | -0.06% | — | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.88% | -0.11% | — | |
| 22 | JSCP | Jpmorgan Short Duration Core | ETF-その他 | 0.87% | -0.02% | — | |
| 23 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.74% | -0.01% | — | |
| 24 | FIBK | First Interstate Bancsys-a | 株式-その他 | 0.68% | — | — | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.53% | -0.01% | — | |
| 26 | CAT | Caterpillar INC | 株式-資本財 | 0.51% | +0.08% | — | |
| 27 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.43% | +0.06% | — | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.42% | -0.03% | — | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.39% | +0.01% | — | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.37% | +0.02% | — | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.37% | -0.03% | — | |
| 32 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.35% | +0.01% | — | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.35% | +0.08% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | -0.02% | — | |
| 35 | VUG | Vanguard Growth ETF | ETF-その他 | 0.22% | -0.02% | — | |
| 36 | DFSD | Dimensional Short Duration | ETF-その他 | 0.22% | — | — | |
| 37 | AAPL | Apple INC | 株式-IT | 0.22% | -0.02% | — | |
| 38 | XLE | Ss Energy Select Sector | ETF-その他 | 0.22% | +0.06% | — | |
| 39 | DIHP | Dimensional International Hi | ETF-その他 | 0.20% | — | — | |
| 40 | FSLR | First Solar INC | 株式-IT | 0.19% | -0.19% | EXIT |