CIK: 0002040224
申告総資産額
$2.4億
| # | 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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 14.17% | +0.59% | — | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 9.97% | +1.07% | — | |
| 3 | DFAT | Dimensional US Target Value | ETF-その他 | 6.81% | +0.23% | — | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 5.67% | +0.04% | — | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 4.93% | — | — | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 4.87% | +0.16% | — | |
| 7 | AVDE | Avantis International Equity | ETF-その他 | 4.47% | +0.35% | — | |
| 8 | DFAI | Dimensional International Co | ETF-その他 | 3.83% | -0.29% | — | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.82% | +0.03% | — | |
| 10 | AAPL | Apple INC | 株式-IT | 3.45% | -0.40% | — | |
| 11 | DFIV | Dimensional International Va | ETF-その他 | 3.34% | +0.14% | — | |
| 12 | DFAX | Dimensional World Ex US Core | ETF-その他 | 3.15% | +0.69% | — | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 3.10% | -0.87% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.77% | +1.05% | — | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.52% | +0.13% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.86% | -1.03% | — | |
| 17 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.60% | -0.53% | EXIT | |
| 18 | ANAB | Anaptysbio INC | 株式-その他 | 1.57% | — | — | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.54% | -0.71% | EXIT | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.26% | — | — | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.20% | -0.37% | — | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.99% | — | — | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.95% | +0.12% | — | |
| 24 | DFSD | Dimensional Short Duration | ETF-その他 | 0.82% | +0.34% | — | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.72% | -0.23% | EXIT | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | -0.09% | — | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.65% | — | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.65% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | -0.17% | — | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | -0.08% | EXIT | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | -0.19% | — | |
| 32 | BA | Boeing Co/the | 株式-資本財 | 0.43% | — | — | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | — | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | -0.19% | — | |
| 35 | AVSU | Avantis Resp US Equity ETF | ETF-その他 | 0.38% | — | — | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | — | — | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.36% | — | — | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.36% | -0.12% | — | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.35% | +0.17% | — | |
| 40 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.33% | — | — | |
| 41 | ROK | Rockwell Automation INC | 株式-資本財 | 0.33% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.32% | — | — | |
| 43 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.31% | — | — | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | — | — | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | -0.10% | EXIT | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.30% | — | — | |
| 47 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 0.29% | — | — | |
| 48 | DFIC | Dimensional International Co | ETF-その他 | 0.28% | +0.56% | — | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.28% | -0.38% | — | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.26% | -0.09% | EXIT |