CIK: 0001542153
申告総資産額
$899.1億
上位200銘柄を表示中(全2028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 | 3.18% | — | +1.62% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.94% | -0.26% | +1.83% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.79% | — | +10.11% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.03% | — | +3.73% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.91% | -0.12% | +8.25% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 1.51% | — | +16.32% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.50% | -0.20% | +32.94% | |
| 8 | DFAT | Dimensional US Target Value | ETF-その他 | 1.49% | — | -1.75% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.43% | — | +2.15% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.43% | — | +4.69% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.39% | — | +63.68% | |
| 12 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-その他 | 1.38% | +0.08% | +1.44% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.23% | -0.21% | +5.97% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.22% | — | -10.14% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.17% | — | -3.54% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.17% | +0.06% | +3.89% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.10% | +0.06% | +4.72% | |
| 18 | DFIV | Dimensional International Va | ETF-その他 | 1.08% | — | -4.60% | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.07% | — | +7.98% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.07% | — | +22.82% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.95% | — | +28.83% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | -0.15% | +16.93% | |
| 23 | DISV | Dimensional International Sm | ETF-その他 | 0.92% | — | -5.68% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.89% | -0.23% | +16.66% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | +0.11% | +5.32% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.83% | — | +11.17% | |
| 27 | DIHP | Dimensional International Hi | ETF-その他 | 0.83% | — | +102.50% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | — | +9.06% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.73% | -0.08% | -0.99% | |
| 30 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 0.70% | — | +3.54% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.70% | -0.40% | -4.34% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.69% | — | +1.86% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.66% | — | -3.57% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | +3.00% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.63% | +0.08% | +7.06% | |
| 36 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.61% | — | -0.73% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.57% | — | +17.70% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.57% | — | +1.54% | |
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 0.53% | — | +2.61% | |
| 40 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.51% | — | +2.23% | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.51% | — | +0.76% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.51% | — | -1.99% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.16% | +2.72% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.45% | — | +10.80% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.43% | +0.11% | +2.05% | |
| 46 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.43% | — | +1.72% | |
| 47 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.42% | — | +14.56% | |
| 48 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.42% | — | +460.20% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | +0.07% | +5.35% | |
| 50 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.41% | — | +1.43% |