CIK: 0002011052
申告総資産額
$3.2億
| # | 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 | 38.55% | -1.62% | +5.67% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 18.01% | -2.59% | +12.12% | |
| 3 | DFIC | Dimensional International Co | ETF-その他 | 12.65% | -0.07% | +13.45% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 10.50% | -2.32% | +19.43% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 6.04% | +0.03% | +22.52% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.12% | -0.45% | +27.07% | |
| 7 | AVIG | Avantis Core Fixed Income | ETF-その他 | 1.19% | -0.05% | -18.96% | |
| 8 | AAPL | Apple INC | 株式-IT | 0.95% | +0.08% | -23.02% | |
| 9 | DFAI | Dimensional International Co | ETF-その他 | 0.90% | -0.01% | +9.67% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 0.83% | +0.07% | -11.08% | |
| 11 | AVDE | Avantis International Equity | ETF-その他 | 0.61% | +0.02% | -4.94% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.54% | -0.01% | — | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.46% | -0.05% | — | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.45% | +0.04% | -1.19% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | +0.08% | -3.16% | |
| 16 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 0.30% | +0.01% | +1.31% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.29% | -0.01% | -0.43% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.28% | -0.01% | +33.32% | |
| 19 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.26% | -0.04% | +2.92% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.26% | -0.01% | -2.53% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.17% | +0.04% | — | |
| 22 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.16% | — | +2.20% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.16% | — | +8.22% | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.16% | +0.03% | -52.54% | |
| 25 | AVSF | Avantis Short-term Fixed INC | ETF-その他 | 0.15% | -0.03% | — | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | — | -2.05% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.13% | — | -10.89% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.13% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.12% | +0.08% | -1.92% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.11% | +0.02% | — |