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 | 37.96% | -1.62% | +1.57% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 17.72% | -2.59% | +2.38% | |
| 3 | DFIC | Dimensional International Co | ETF-その他 | 12.37% | -0.07% | +3.54% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 10.60% | -2.32% | +5.93% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 6.34% | +0.03% | +4.17% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.63% | -0.45% | +14.53% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.15% | +0.08% | +2.14% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.13% | +0.07% | +943.27% | |
| 9 | AVIG | Avantis Core Fixed Income | ETF-その他 | 1.01% | -0.05% | -10.72% | |
| 10 | DFAI | Dimensional International Co | ETF-その他 | 0.89% | -0.01% | +4.30% | |
| 11 | AVDE | Avantis International Equity | ETF-その他 | 0.57% | +0.02% | -0.88% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.52% | -0.01% | — | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.46% | -0.05% | -4.74% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.45% | +0.04% | -0.30% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | +0.08% | +0.69% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.33% | -0.01% | +1.29% | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.29% | -0.01% | +3.89% | |
| 18 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 0.28% | +0.01% | -3.58% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.25% | -0.01% | — | |
| 20 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.23% | -0.04% | +0.46% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.17% | +0.04% | — | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.16% | — | -0.35% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.16% | +0.03% | -0.95% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | +0.08% | +9.35% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | — | -0.23% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.13% | — | — | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.12% | — | -2.65% | |
| 28 | AVSF | Avantis Short-term Fixed INC | ETF-その他 | 0.12% | -0.03% | -11.28% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.12% | +0.02% | -1.99% | |
| 30 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.11% | — | -26.51% |