CIK: 0001868872
申告総資産額
$99.2億
上位200銘柄を表示中（全443銘柄）
| # | 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 | 10.86% | -0.75% | +23.55% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.12% | -1.43% | +5.04% | |
| 3 | DFAT | Dimensional US Target Value | ETF-その他 | 6.68% | -0.27% | +0.37% | |
| 4 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-その他 | 6.52% | -0.46% | +35.15% | |
| 5 | DFIV | Dimensional International Va | ETF-その他 | 5.74% | -0.31% | +8.56% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 5.03% | +3.42% | +6.42% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 3.63% | -0.43% | +6.33% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.53% | -0.23% | +22.57% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.66% | +0.34% | -3.80% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.64% | +1.43% | +12.64% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-その他 | 2.63% | -0.10% | +24.11% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.00% | -0.13% | +3.78% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.70% | — | -4.19% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.67% | — | +8.57% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.47% | +0.25% | +15.61% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.46% | -0.31% | +59.61% | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.43% | -0.36% | +47.37% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.12% | -0.05% | +39.68% | |
| 19 | SYK | Stryker CORP | 株式-ヘルスケア | 0.99% | — | +9.64% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.87% | -0.10% | +20.43% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.86% | -0.27% | +35.52% | |
| 22 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.83% | -0.17% | +81.45% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.71% | — | +7.39% | |
| 24 | DISV | Dimensional International Sm | ETF-その他 | 0.71% | -0.07% | +29.05% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.63% | — | -10.58% | |
| 26 | DFSD | Dimensional Short Duration | ETF-その他 | 0.57% | +1.80% | +132.52% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.48% | — | -6.71% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | +10.11% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.45% | +0.11% | -5.85% | |
| 30 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.43% | — | +15.24% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.41% | — | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | +59.92% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.39% | — | -5.34% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.38% | — | -13.28% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.35% | — | +19.05% | |
| 36 | VTV | Vanguard Value ETF | ETF-その他 | 0.34% | — | -0.82% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.33% | — | -0.96% | |
| 38 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.33% | — | +62.22% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.32% | — | +11.26% | |
| 40 | DFAI | Dimensional International Co | ETF-その他 | 0.30% | +0.04% | +38.57% | |
| 41 | SUB | Ishares Short-term National | ETF-その他 | 0.28% | — | +8.25% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.28% | +0.41% | -6.19% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.28% | — | +12.30% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.28% | — | +9.05% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.27% | — | +3.82% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | — | +8.53% | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.27% | — | +1425.98% | |
| 48 | IVLU | Ishares Msci International V | ETF-その他 | 0.26% | — | -6.32% | |
| 49 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.24% | -0.08% | +706.04% | |
| 50 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.23% | +0.45% | +1920.19% |