CIK: 0001963319
申告総資産額
$2.5億
| # | 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 | SYY | Sysco CORP | 株式-生活必需品 | 23.46% | +0.51% | -0.31% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.67% | -2.02% | -0.20% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 7.03% | +0.83% | +1.37% | |
| 4 | DFAI | Dimensional International Co | ETF-その他 | 3.87% | -0.20% | +15.87% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.59% | +0.26% | +5.98% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.21% | -0.01% | -1.78% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.76% | -0.52% | +0.97% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.64% | +0.05% | +10.86% | |
| 9 | DFNM | Dimensional National Muni Bd | ETF-その他 | 2.58% | — | +44.16% | |
| 10 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 2.55% | +0.16% | +0.65% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.52% | -0.60% | +3.49% | |
| 12 | TAXF | American Century Diver Muni | ETF-その他 | 2.26% | +0.16% | +11.20% | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-その他 | 2.26% | — | +5.09% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.01% | +0.08% | +19.84% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.90% | +0.01% | -5.37% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.52% | +0.04% | -0.09% | |
| 17 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.36% | +0.06% | +9.65% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.33% | — | — | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.22% | +0.10% | +4.28% | |
| 20 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.14% | +0.30% | +14.85% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.09% | +0.01% | -0.10% | |
| 22 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.08% | +0.12% | +5.33% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.98% | +0.02% | +49.85% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.96% | -0.23% | -16.26% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | -0.23% | +8.39% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | +0.04% | -5.59% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.76% | — | — | |
| 28 | PSN | Parsons CORP | 株式-IT | 0.74% | — | — | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | -0.21% | — | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.60% | +0.01% | +0.45% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.58% | — | -1.01% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.57% | — | +11.14% | |
| 33 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.54% | +0.16% | +2.81% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.50% | — | -4.07% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | +0.05% | +0.09% | |
| 36 | AVDE | Avantis International Equity | ETF-その他 | 0.42% | — | +8.37% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.42% | — | +23.77% | |
| 38 | AFL | Aflac INC | 株式-金融 | 0.39% | — | — | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.35% | — | — | |
| 40 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.35% | — | — | |
| 41 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.34% | — | +48.66% | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.33% | — | — | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.32% | — | +1.40% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.31% | — | +0.09% | |
| 45 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.30% | +0.02% | +56.36% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.30% | — | +1.93% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.30% | — | — | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | — | +0.11% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.29% | — | -5.83% | |
| 50 | DTE | Dte Energy Company | 株式-公益事業 | 0.28% | — | — |