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 | 33.18% | -1.62% | +1.53% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 16.18% | -2.59% | +7.90% | |
| 3 | DFIC | Dimensional International Co | ETF-その他 | 14.23% | -0.07% | +3.06% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 12.34% | -2.32% | +9.27% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 7.06% | +0.03% | +2.94% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.41% | -0.45% | +0.40% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.81% | -0.01% | -0.89% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.13% | +0.07% | +0.72% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.03% | +0.08% | +2.70% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.82% | +0.15% | +87.16% | |
| 11 | DFAI | Dimensional International Co | ETF-その他 | 0.68% | -0.01% | -6.68% | |
| 12 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-その他 | 0.67% | +0.08% | +49.56% | |
| 13 | AVSF | Avantis Short-term Fixed INC | ETF-その他 | 0.52% | -0.03% | -10.06% | |
| 14 | AVDE | Avantis International Equity | ETF-その他 | 0.49% | +0.02% | -2.94% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.44% | +0.03% | -3.32% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | +0.08% | +5.00% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | -0.05% | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.35% | +0.04% | +7.66% | |
| 19 | AVIG | Avantis Core Fixed Income | ETF-その他 | 0.32% | -0.05% | -27.11% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.26% | -0.01% | +4.16% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | +0.08% | +3.09% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.24% | -0.01% | — | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.22% | +0.04% | +4.21% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.20% | -0.01% | — | |
| 25 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 0.20% | +0.01% | -9.65% | |
| 26 | DFSD | Dimensional Short Duration | ETF-その他 | 0.20% | — | -52.19% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | +0.01% | +4.01% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.15% | — | +3.99% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.14% | — | -3.79% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.13% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.12% | +0.01% | +2.78% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.12% | — | -1.41% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.12% | +0.02% | +6.40% | |
| 34 | VBIL | Vanguard 0-3m T-bill ETF | ETF-その他 | 0.11% | +0.01% | — | |
| 35 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 0.11% | — | -67.03% | |
| 36 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.11% | -0.04% | +4.35% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.10% | — | — | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.10% | — | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.09% | — | -2.21% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.08% | +0.08% | -4.14% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.07% | — | +3.04% | |
| 42 | VUG | Vanguard Growth ETF | ETF-その他 | 0.07% | — | -2.43% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.07% | +0.07% | — | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.07% | — | — | |
| 45 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.07% | — | -20.68% |