CIK: 0001868872
申告総資産額
$99.2億
上位200銘柄を表示中(全1088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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 9.20% | -1.43% | +4.57% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 7.74% | -0.75% | +42.78% | |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-その他 | 5.61% | -0.46% | +27.65% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 4.50% | -0.36% | -3.43% | |
| 5 | DFAT | Dimensional US Target Value | ETF-その他 | 3.87% | -0.27% | +21.01% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 3.61% | -0.43% | -8.64% | |
| 7 | DFIV | Dimensional International Va | ETF-その他 | 3.53% | -0.31% | +20.67% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 2.85% | -0.17% | +16.65% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.65% | -0.23% | +22.70% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.51% | +0.25% | -10.34% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.12% | -0.31% | +19.08% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.06% | -0.13% | -23.66% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.68% | — | +2.53% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.38% | -0.10% | +13.02% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.34% | +3.42% | -71.66% | |
| 16 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.30% | -0.08% | +11.96% | |
| 17 | DISV | Dimensional International Sm | ETF-その他 | 1.22% | -0.07% | +15.69% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.07% | — | +19.41% | |
| 19 | DIHP | Dimensional International Hi | ETF-その他 | 1.04% | -0.02% | +12.84% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.93% | -0.10% | -37.44% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.92% | -0.27% | -32.75% | |
| 22 | DFAI | Dimensional International Co | ETF-その他 | 0.83% | +0.04% | -23.64% | |
| 23 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.78% | -0.04% | +26.70% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.77% | — | -7.86% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.72% | -0.05% | -1.43% | |
| 26 | DFSD | Dimensional Short Duration | ETF-その他 | 0.67% | +1.80% | -77.36% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.67% | +1.43% | -70.59% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.62% | -0.20% | +5.26% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.60% | — | -7.46% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | — | +6.34% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | — | -2.14% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.44% | — | -1.62% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | -33.58% | |
| 34 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 0.44% | -0.23% | -49.84% | |
| 35 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.43% | +0.01% | +75.93% | |
| 36 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.42% | +0.01% | +50.18% | |
| 37 | DFIC | Dimensional International Co | ETF-その他 | 0.41% | — | +45.47% | |
| 38 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.41% | +0.01% | +1.75% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.40% | -0.21% | +113.96% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.36% | — | +37.88% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | — | -34.25% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.35% | — | +2.35% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.35% | +0.41% | +15.90% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | +4.00% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.32% | — | +48.94% | |
| 46 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.31% | — | -77.75% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | — | -19.11% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.30% | — | -7.31% | |
| 49 | SYK | Stryker CORP | 株式-ヘルスケア | 0.29% | — | -3.01% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.28% | — | +10.12% |