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 | 42.74% | -0.83% | -0.38% | |
| 2 | DFAI | Dimensional International Co | ETF-その他 | 24.09% | -0.30% | -0.64% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 8.34% | +0.28% | -0.16% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-その他 | 5.38% | -0.44% | — | |
| 5 | KLAC | Kla CORP | 株式-IT | 2.34% | +0.33% | +287.00% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.95% | -0.04% | -1.27% | |
| 7 | TCBK | Trico Bancshares | 株式-その他 | 1.92% | -0.08% | — | |
| 8 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.38% | — | — | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.27% | -0.06% | -0.06% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.07% | -0.12% | +0.02% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.06% | -0.05% | -0.81% | |
| 12 | BF-B | Brown-forman Corp-class B | 株式-その他 | 1.04% | -0.02% | — | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.73% | +0.02% | — | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.57% | -0.32% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.54% | -0.05% | — | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | -0.08% | +37.52% | |
| 17 | PCG | P G & E CORP | 株式-公益事業 | 0.48% | +0.05% | — | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 0.46% | — | +13.06% | |
| 19 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.45% | -0.01% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.39% | -0.03% | +0.76% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.38% | — | — | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | -0.12% | +0.04% | |
| 23 | FERG | Ferguson Enterprises Inc. | 株式-資本財 | 0.30% | — | — | |
| 24 | T | At&t INC | 株式-通信サービス | 0.30% | — | +30.51% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.29% | -0.01% | -0.94% | |
| 26 | DFIP | Dimensional Inflation-protec | ETF-その他 | 0.27% | — | — | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 0.25% | +0.07% | — | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.23% | — | — | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.23% | — | — | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.22% | -0.04% | — | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | — | — | |
| 32 | ✓ | Ipower INC | 株式-その他 | 0.12% | — | — | |
| 33 | ✓ | Cea Industries INC | 株式-その他 | 0.06% | — | — | |
| 34 | ✓ | Hydrofarms Hldgs Group INC | 株式-その他 | 0.02% | — | — |