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 | 32.79% | -1.62% | -0.49% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 17.77% | -2.59% | -0.32% | |
| 3 | DFIC | Dimensional International Co | ETF-その他 | 13.49% | -0.07% | +6.94% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 12.83% | -2.32% | +6.09% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 6.42% | +0.03% | +5.09% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.54% | -0.45% | -0.57% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.94% | -0.01% | +311.17% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.04% | +0.08% | +1.32% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 0.83% | +0.07% | -5.94% | |
| 10 | DFAI | Dimensional International Co | ETF-その他 | 0.79% | -0.01% | +0.01% | |
| 11 | AVSF | Avantis Short-term Fixed INC | ETF-その他 | 0.75% | -0.03% | +616.77% | |
| 12 | AVIG | Avantis Core Fixed Income | ETF-その他 | 0.70% | -0.05% | -16.16% | |
| 13 | AVDE | Avantis International Equity | ETF-その他 | 0.53% | +0.02% | +6.88% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.44% | +0.15% | — | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.42% | +0.03% | +222.58% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | -0.05% | — | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | +0.08% | +1.08% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.31% | +0.04% | -5.22% | |
| 19 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 0.28% | +0.01% | -0.43% | |
| 20 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-その他 | 0.25% | +0.08% | — | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.25% | -0.01% | +0.02% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.25% | -0.01% | — | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.22% | -0.01% | — | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.16% | +0.04% | -8.45% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.15% | +0.01% | +21.15% | |
| 26 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.15% | -0.04% | -5.13% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.14% | — | — | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | — | -0.62% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.13% | +0.08% | +1.99% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.12% | — | -0.96% | |
| 31 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.12% | — | +5.70% | |
| 32 | DFSD | Dimensional Short Duration | ETF-その他 | 0.12% | — | — | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.11% | — | -3.91% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.09% | — | — |