CIK: 0002052933
申告総資産額
$1.7億
| # | 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 | DFAT | Dimensional US Target Value | ETF-その他 | 18.31% | +0.75% | — | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 15.88% | -0.11% | — | |
| 3 | DISV | Dimensional International Sm | ETF-その他 | 11.02% | +0.29% | — | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-その他 | 7.91% | +0.03% | — | |
| 5 | DFIC | Dimensional International Co | ETF-その他 | 7.60% | +0.16% | — | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 5.87% | -0.19% | — | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 4.25% | +0.19% | — | |
| 8 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 3.92% | +0.29% | — | |
| 9 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 1.95% | +0.52% | — | |
| 10 | DXUV | Dimensional US Vtor Eqty ETF | ETF-その他 | 1.59% | +0.28% | — | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.56% | -0.44% | — | |
| 12 | AAPL | Apple INC | 株式-IT | 1.49% | -0.32% | — | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.41% | — | — | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.12% | -0.03% | — | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.09% | +0.10% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.02% | -0.16% | — | |
| 17 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.85% | +0.27% | — | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.82% | +0.03% | — | |
| 19 | AFL | Aflac INC | 株式-金融 | 0.73% | -0.05% | — | |
| 20 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.72% | +0.09% | — | |
| 21 | ISHG | Ishares -3 Year Internationa | ETF-その他 | 0.72% | -0.03% | — | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.70% | -0.06% | — | |
| 23 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.69% | +0.02% | — | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.62% | — | — | |
| 25 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.49% | -0.02% | — | |
| 26 | ADP | Automatic Data Processing | 株式-IT | 0.46% | -0.08% | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | -0.12% | +2.81% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | -0.06% | — | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.40% | -0.03% | — | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | +0.04% | — | |
| 31 | DFIV | Dimensional International Va | ETF-その他 | 0.37% | — | — | |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.35% | — | — | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.32% | — | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.29% | -0.08% | — | |
| 35 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.28% | +0.02% | +553.42% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.28% | -0.08% | — | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.28% | -0.06% | — | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.24% | — | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.24% | — | — | |
| 40 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.24% | -0.01% | — | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 0.23% | -0.18% | EXIT | |
| 42 | DFAI | Dimensional International Co | ETF-その他 | 0.22% | — | — | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.21% | -0.18% | EXIT | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.19% | -0.05% | — | |
| 45 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 0.19% | — | — | |
| 46 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.19% | +0.01% | — | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.18% | -0.02% | — | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.17% | -0.17% | EXIT | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.17% | -0.14% | EXIT | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | — | — |