CIK: 0001876326
申告総資産額
$3.1億
| # | 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 13.92% | -1.42% | -2.08% | |
| 2 | DFIP | Dimensional Inflation-protec | ETF-その他 | 5.88% | — | — | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.52% | +0.08% | -7.23% | |
| 4 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 5.40% | +0.23% | +0.57% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.30% | +0.26% | +7.24% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.08% | +0.03% | +5.38% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.74% | -0.02% | +0.01% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.13% | +0.02% | -0.22% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.00% | — | +3.04% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.99% | — | -1.85% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.86% | — | +0.70% | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.75% | — | — | |
| 13 | DFIC | Dimensional International Co | ETF-その他 | 1.38% | -0.18% | +24.35% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.34% | — | -0.73% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.32% | — | +3.77% | |
| 16 | DFSD | Dimensional Short Duration | ETF-その他 | 1.08% | -0.22% | +21.23% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.96% | — | — | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.95% | — | -18.50% | |
| 19 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.93% | +0.02% | +13.62% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | +13.11% | |
| 21 | ASML | ASML Holding N.V. | 株式-IT | 0.78% | +0.24% | -1.55% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.77% | — | +1.79% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | +0.02% | +3.61% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.74% | -1.18% | +47.25% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.71% | — | +3.11% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | +0.11% | -0.26% | |
| 27 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.69% | — | +0.37% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.69% | — | +0.21% | |
| 29 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 0.68% | -0.02% | +19.94% | |
| 30 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.68% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | +0.09% | -1.37% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.62% | — | -1.28% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.62% | — | -23.98% | |
| 34 | NFLX | Netflix INC | 株式-通信サービス | 0.61% | — | +24.49% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | — | +1.46% | |
| 36 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.57% | — | +1.24% | |
| 37 | DFAI | Dimensional International Co | ETF-その他 | 0.57% | — | -21.87% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.56% | +0.05% | -1.61% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.55% | — | +0.11% | |
| 40 | DFIV | Dimensional International Va | ETF-その他 | 0.54% | — | +1.20% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | — | -6.45% | |
| 42 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.52% | — | +9.56% | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.52% | — | -0.63% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | — | +23.85% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | — | -3.89% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | — | +0.24% | |
| 47 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.49% | — | -0.02% | |
| 48 | DFIS | Dimensional International Sm | ETF-その他 | 0.46% | — | +5.08% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.45% | — | +0.79% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | — | +24.04% |