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 | 13.76% | -1.42% | +0.78% | |
| 2 | DFIP | Dimensional Inflation-protec | ETF-その他 | 5.64% | — | -0.01% | |
| 3 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 5.49% | +0.23% | +0.25% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.88% | +0.08% | -17.81% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.55% | +0.26% | -0.19% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.45% | +0.03% | -4.30% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.70% | -0.02% | -3.16% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.36% | — | +0.33% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.26% | +0.02% | -1.40% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.03% | — | +0.21% | |
| 11 | DFIC | Dimensional International Co | ETF-その他 | 1.56% | -0.18% | +12.76% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.41% | — | -26.63% | |
| 13 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.35% | — | -23.43% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.30% | — | -3.18% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.18% | — | +8.88% | |
| 16 | DFSD | Dimensional Short Duration | ETF-その他 | 1.07% | -0.22% | -0.04% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.98% | — | +0.77% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | +0.02% | +1.67% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.91% | — | -35.96% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.91% | +0.02% | -3.02% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.89% | +0.11% | +11.37% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | +0.09% | +16.70% | |
| 23 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.89% | — | -9.65% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.87% | — | -2.31% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.85% | +0.05% | +0.06% | |
| 26 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.84% | -1.18% | +13.68% | |
| 27 | ASML | ASML Holding N.V. | 株式-IT | 0.83% | +0.24% | — | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 0.79% | — | +0.95% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.78% | — | +1.05% | |
| 30 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 0.73% | -0.02% | +6.07% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.69% | — | -1.80% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | — | -1.34% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.66% | — | +6.45% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.59% | — | -7.57% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | — | -0.06% | |
| 36 | DFAI | Dimensional International Co | ETF-その他 | 0.56% | — | -2.68% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.56% | +0.07% | +7.75% | |
| 38 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.55% | — | -21.35% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | — | +1.92% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.54% | — | +10.16% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.53% | — | -3.88% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | — | -0.21% | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.51% | — | -3.88% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | +0.18% | |
| 45 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.48% | — | -28.13% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | +1.19% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.47% | — | +4.63% | |
| 48 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.44% | — | -20.73% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.44% | — | -1.43% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | +3.83% |