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 | 11.41% | -1.42% | +1.93% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 8.17% | -1.18% | +0.84% | |
| 3 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 5.71% | +0.23% | +5.86% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 5.56% | +0.26% | -0.23% | |
| 5 | DFIP | Dimensional Inflation-protec | ETF-その他 | 4.55% | — | +3.55% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.17% | +0.08% | -0.10% | |
| 7 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 3.81% | -0.02% | +47.29% | |
| 8 | DFIC | Dimensional International Co | ETF-その他 | 2.94% | -0.18% | -16.09% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.77% | +0.05% | +2.64% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.64% | +0.03% | -0.56% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.50% | — | +6.04% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.98% | -0.02% | -1.91% | |
| 13 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 1.94% | +0.39% | +40.48% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.88% | — | +0.47% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | +0.02% | -3.28% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.32% | +0.02% | -0.51% | |
| 17 | DFSD | Dimensional Short Duration | ETF-その他 | 1.16% | -0.22% | +7.21% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.09% | +0.02% | +0.31% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 0.98% | +0.07% | +0.86% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | — | +0.63% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.84% | — | -2.03% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.82% | — | +7.51% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.80% | +0.11% | +1.92% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | +0.09% | +1.33% | |
| 25 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.68% | — | +9.24% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.67% | — | +0.10% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.60% | — | -1.59% | |
| 28 | ASML | ASML Holding N.V. | 株式-IT | 0.50% | +0.24% | — | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | — | +1.19% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.49% | — | +1.34% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.46% | — | -21.29% | |
| 32 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 0.45% | — | — | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.43% | -0.14% | +0.71% | |
| 34 | NFLX | Netflix INC | 株式-通信サービス | 0.43% | — | +1.08% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.43% | — | +0.14% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | +0.90% | |
| 37 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.41% | — | +7.69% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.41% | — | +1.31% | |
| 39 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.40% | — | -0.35% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.40% | +0.07% | -3.51% | |
| 41 | RY | Royal Bank Of Canada | 株式-金融 | 0.39% | +0.05% | — | |
| 42 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.39% | — | +5.53% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.38% | — | -6.24% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.37% | — | +12.43% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.34% | — | -13.12% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.30% | — | -0.66% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.30% | — | +205.90% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.30% | — | +0.59% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | — | +18.71% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | — | +0.85% |