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 | 11.19% | -1.42% | -4.37% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 7.43% | -1.18% | -4.70% | |
| 3 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 6.95% | +0.39% | +6.51% | |
| 4 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 6.72% | +0.23% | +1.10% | |
| 5 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 6.20% | -0.02% | +3.50% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 5.09% | +0.26% | -3.49% | |
| 7 | DFIP | Dimensional Inflation-protec | ETF-その他 | 3.84% | — | -0.00% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.72% | +0.08% | — | |
| 9 | DFIC | Dimensional International Co | ETF-その他 | 2.94% | -0.18% | -3.21% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.65% | +0.03% | +0.29% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.56% | +0.05% | +0.68% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.87% | -0.02% | -0.01% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.49% | — | -2.08% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.26% | +0.02% | -3.36% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.21% | — | +0.14% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.07% | +0.11% | +0.11% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.07% | +0.02% | +0.53% | |
| 18 | DFSD | Dimensional Short Duration | ETF-その他 | 0.98% | -0.22% | -0.31% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.94% | +0.09% | -0.99% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 0.91% | +0.07% | -0.32% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.87% | +0.02% | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.79% | — | -0.22% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.71% | — | -1.09% | |
| 24 | ASML | ASML Holding N.V. | 株式-IT | 0.70% | +0.24% | — | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.70% | — | -1.51% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.65% | — | +0.27% | |
| 27 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.57% | — | — | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | — | +0.29% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | — | -0.77% | |
| 30 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.44% | — | — | |
| 31 | RY | Royal Bank Of Canada | 株式-金融 | 0.41% | +0.05% | — | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.40% | +0.07% | +0.08% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.38% | — | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | -0.40% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.37% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | +0.98% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.34% | -0.14% | -7.98% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.33% | — | -0.75% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.33% | — | +7.13% | |
| 40 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.31% | — | — | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.30% | +0.10% | +0.34% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.29% | — | +0.11% | |
| 43 | AZN | AstraZeneca PLC | 株式-ヘルスケア | 0.29% | — | — | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.28% | — | -0.95% | |
| 45 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.27% | — | — | |
| 46 | MUFG | Mitsubishi Ufj Finl-spon Adr | 株式-金融 | 0.26% | — | — | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.26% | — | -1.78% | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.26% | — | +0.56% | |
| 49 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 0.26% | — | -15.06% | |
| 50 | SAN | Banco Santander Sa-spon Adr | 株式-金融 | 0.26% | — | — |