CIK: 0001926037
申告総資産額
$1.6億
| # | 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 | 44.15% | -0.83% | +2.33% | |
| 2 | DFAI | Dimensional International Co | ETF-その他 | 25.37% | -0.30% | +3.32% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 8.98% | +0.28% | +3.31% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-その他 | 5.56% | -0.44% | -2.00% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.07% | -0.04% | -0.47% | |
| 6 | TCBK | Trico Bancshares | 株式-その他 | 1.65% | -0.08% | — | |
| 7 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.51% | — | — | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.43% | -0.06% | +2.19% | |
| 9 | BF-B | Brown-forman Corp-class B | 株式-その他 | 1.21% | -0.02% | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.10% | -0.05% | -1.75% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.09% | -0.12% | +14.98% | |
| 12 | KLAC | Kla CORP | 株式-IT | 0.55% | +0.33% | — | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.55% | -0.32% | -0.27% | |
| 14 | PCG | P G & E CORP | 株式-公益事業 | 0.50% | +0.05% | — | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | — | — | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.48% | -0.01% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | -0.03% | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.39% | -0.12% | — | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | -0.08% | — | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 0.35% | — | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.32% | -0.01% | +1.86% | |
| 22 | DFIP | Dimensional Inflation-protec | ETF-その他 | 0.30% | — | — | |
| 23 | FERG | Ferguson Enterprises Inc. | 株式-資本財 | 0.29% | — | — | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.28% | -0.01% | -61.02% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.23% | — | — | |
| 26 | ✓ | Ipower INC | 株式-その他 | 0.22% | — | — | |
| 27 | ✓ | Cea Industries INC | 株式-その他 | 0.09% | — | — | |
| 28 | ✓ | Hydrofarms Hldgs Group INC | 株式-その他 | 0.03% | — | — |