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 | 16.90% | +0.59% | +8.23% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 9.02% | +1.07% | +0.21% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-その他 | 6.43% | +0.03% | +11.62% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 6.04% | +0.04% | +13.03% | |
| 5 | DFAT | Dimensional US Target Value | ETF-その他 | 5.86% | +0.23% | -0.14% | |
| 6 | DFAI | Dimensional International Co | ETF-その他 | 4.30% | -0.29% | +18.62% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 4.25% | — | -0.49% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 4.09% | +0.16% | +0.25% | |
| 9 | AVDE | Avantis International Equity | ETF-その他 | 3.89% | +0.35% | — | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-その他 | 3.80% | +0.69% | +14.84% | |
| 11 | AAPL | Apple INC | 株式-IT | 3.47% | -0.40% | +0.37% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 3.03% | -0.87% | +2.82% | |
| 13 | DFIV | Dimensional International Va | ETF-その他 | 3.01% | +0.14% | — | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.20% | +0.13% | — | |
| 15 | AMGN | Amgen INC | 株式-ヘルスケア | 2.07% | — | -0.01% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.73% | -1.03% | — | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.35% | -0.71% | EXIT | |
| 18 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.30% | -0.53% | EXIT | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.11% | -0.37% | +0.28% | |
| 20 | DFSD | Dimensional Short Duration | ETF-その他 | 1.02% | +0.34% | +14.22% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.97% | — | — | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.87% | +0.12% | +4.50% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.86% | — | — | |
| 24 | DFIC | Dimensional International Co | ETF-その他 | 0.86% | +0.56% | +18.88% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.75% | -0.38% | +5.67% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.74% | -0.12% | -6.39% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.73% | — | — | |
| 28 | ANAB | Anaptysbio INC | 株式-その他 | 0.69% | — | — | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.66% | — | +26.00% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | -0.09% | +5.82% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.60% | -0.23% | EXIT | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | -0.19% | +0.86% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | -0.17% | +1.38% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.49% | — | — | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | +0.17% | +45.53% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | -0.19% | +11.27% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | -0.15% | +3.50% | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.41% | — | — | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | — | +0.50% | |
| 40 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.33% | — | +14.31% | |
| 41 | AVSU | Avantis Resp US Equity ETF | ETF-その他 | 0.32% | — | -8.76% | |
| 42 | ROK | Rockwell Automation INC | 株式-資本財 | 0.31% | — | — | |
| 43 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 0.26% | — | — | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.25% | — | — | |
| 45 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.25% | +0.13% | +8.35% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.25% | -0.32% | EXIT | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.23% | — | — | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.23% | -0.10% | EXIT | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.23% | — | — | |
| 50 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.22% | -0.09% | EXIT |