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 | 12.55% | -1.42% | +4.64% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 9.09% | -1.18% | +1.05% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 5.76% | +0.26% | +7.08% | |
| 4 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 5.36% | +0.23% | +0.73% | |
| 5 | DFIP | Dimensional Inflation-protec | ETF-その他 | 4.96% | — | -26.31% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.24% | +0.08% | -0.87% | |
| 7 | DFIC | Dimensional International Co | ETF-その他 | 3.51% | -0.18% | +41.25% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.23% | +0.03% | +0.62% | |
| 9 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 2.57% | -0.02% | -12.66% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.08% | +0.05% | -14.39% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.03% | -0.02% | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.00% | — | -17.52% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.64% | — | +0.49% | |
| 14 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 1.42% | +0.39% | -1.08% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.37% | +0.02% | +0.73% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.33% | +0.02% | +14.48% | |
| 17 | DFSD | Dimensional Short Duration | ETF-その他 | 1.20% | -0.22% | -6.28% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.10% | +0.02% | -13.65% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | — | +0.46% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.85% | — | -20.02% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.80% | — | -11.39% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | +0.11% | +0.30% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | +0.09% | +0.44% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.67% | — | — | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.67% | +0.07% | -0.17% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.65% | — | +0.14% | |
| 27 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.63% | — | -11.90% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.61% | — | +1.24% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | +0.85% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +0.10% | |
| 31 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 0.50% | — | — | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | +0.07% | +0.72% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.48% | -0.14% | -10.08% | |
| 34 | ASML | ASML Holding N.V. | 株式-IT | 0.47% | +0.24% | — | |
| 35 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.45% | — | +52.91% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.44% | — | +1.03% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.43% | — | -1.28% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.43% | — | +0.22% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.41% | — | -6.67% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.40% | — | -16.02% | |
| 41 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.39% | — | +39.71% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.38% | — | +0.94% | |
| 43 | RY | Royal Bank Of Canada | 株式-金融 | 0.38% | +0.05% | -14.01% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.37% | — | +0.20% | |
| 45 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.37% | — | -6.72% | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.34% | — | -0.14% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.33% | — | -11.69% | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.33% | — | +1.09% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.31% | — | +0.57% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | — | -18.11% |