CIK: 0001542153
申告総資産額
$899.1億
上位200銘柄を表示中(全1898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 | 3.33% | — | +3.83% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.17% | — | +1.52% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.52% | -0.26% | +2.63% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.96% | — | +2.68% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.84% | -0.12% | -2.25% | |
| 6 | DFAT | Dimensional US Target Value | ETF-その他 | 1.68% | — | +6.54% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.54% | — | +2.80% | |
| 8 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-その他 | 1.50% | +0.08% | -1.49% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.43% | — | +3.61% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.37% | — | -0.94% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.27% | — | -0.50% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.24% | +0.06% | +221.23% | |
| 13 | DFIV | Dimensional International Va | ETF-その他 | 1.21% | — | +5.51% | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.20% | +0.06% | +3.01% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.18% | -0.20% | -3.79% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.18% | -0.21% | +1.14% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.04% | — | -2.72% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.03% | — | +2.99% | |
| 19 | DISV | Dimensional International Sm | ETF-その他 | 1.00% | — | +215.27% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | — | +1.82% | |
| 21 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.91% | — | +321.01% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.87% | — | +0.06% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 0.83% | -0.08% | +0.42% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | +0.11% | +1.03% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.81% | — | +213.37% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.77% | — | -19.95% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | +3.23% | |
| 28 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 0.75% | — | +1.95% | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.72% | -0.23% | +6.72% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | -0.15% | -0.22% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.72% | -0.40% | -1.74% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.71% | — | -0.09% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.70% | — | -2.55% | |
| 34 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.63% | — | +10.00% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | +0.16% | +0.15% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.62% | — | +0.81% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.57% | +0.11% | +2.75% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | — | -8.97% | |
| 39 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.52% | — | +7.64% | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.52% | — | +3712.41% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.51% | — | -0.13% | |
| 42 | VUG | Vanguard Growth ETF | ETF-その他 | 0.50% | — | +0.66% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.50% | — | -4.51% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | +0.07% | +2.63% | |
| 45 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.47% | — | +0.86% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.45% | — | -14.57% | |
| 47 | DFSD | Dimensional Short Duration | ETF-その他 | 0.43% | — | +8.70% | |
| 48 | DIHP | Dimensional International Hi | ETF-その他 | 0.43% | — | +125.88% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.42% | +0.16% | -0.30% | |
| 50 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.42% | — | +11.73% |