CIK: 0001905092
申告総資産額
$3.8億
上位200銘柄を表示中（全1235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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 24.61% | +0.48% | +3.79% | |
| 2 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-その他 | 14.48% | -0.03% | +5.10% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 7.08% | -0.19% | +1.69% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-その他 | 6.51% | -0.28% | +9.32% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 6.11% | -0.12% | +0.01% | |
| 6 | DFIV | Dimensional International Va | ETF-その他 | 5.54% | -0.63% | +2.08% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.95% | -0.03% | -0.02% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-その他 | 2.70% | +0.12% | +14.26% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.67% | +0.69% | +19.89% | |
| 10 | DFAT | Dimensional US Target Value | ETF-その他 | 1.94% | -0.08% | +2.91% | |
| 11 | DISV | Dimensional International Sm | ETF-その他 | 1.78% | — | +16.95% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.74% | -0.17% | -2.38% | |
| 13 | DIHP | Dimensional International Hi | ETF-その他 | 1.73% | +0.03% | +23.99% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.47% | +0.15% | +23.02% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.96% | +0.21% | +61.10% | |
| 16 | USB | US Bancorp | 株式-金融 | 0.95% | — | +1.84% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.87% | — | +2.60% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.84% | +0.03% | +1.27% | |
| 19 | DFAI | Dimensional International Co | ETF-その他 | 0.82% | -0.11% | +6.24% | |
| 20 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.78% | -0.01% | +28.07% | |
| 21 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.77% | — | +21.91% | |
| 22 | DFSD | Dimensional Short Duration | ETF-その他 | 0.75% | +0.09% | +31.30% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | — | +139.86% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.57% | -0.06% | +4.80% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | — | -5.96% | |
| 26 | CAT | Caterpillar INC | 株式-資本財 | 0.43% | +0.19% | +3.82% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.42% | — | +0.18% | |
| 28 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.39% | — | +24.38% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.37% | +0.05% | — | |
| 30 | PCAR | Paccar INC | 株式-資本財 | 0.30% | -0.07% | -0.01% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.26% | +0.02% | — | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.23% | -0.07% | +2.74% | |
| 33 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.22% | — | -0.58% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.21% | — | +1.71% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.21% | — | — | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.20% | -0.01% | +3.32% | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.19% | +0.07% | +29.66% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.17% | — | +10.57% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.15% | — | +14.38% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.15% | — | +5.22% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.15% | — | +14.11% | |
| 42 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.14% | — | — | |
| 43 | EMR | Emerson Electric Co | 株式-資本財 | 0.13% | — | +27.83% | |
| 44 | EFSC | Enterprise Financial Service | 株式-その他 | 0.13% | — | +0.05% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.12% | -0.04% | — | |
| 46 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.12% | — | — | |
| 47 | AXP | American Express Co | 株式-金融 | 0.12% | — | — | |
| 48 | DFIC | Dimensional International Co | ETF-その他 | 0.12% | — | +0.41% | |
| 49 | CI | THE Cigna Group | 株式-ヘルスケア | 0.12% | — | -6.15% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.11% | — | — |