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 | 18.82% | +0.51% | -0.64% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.22% | -2.02% | -0.02% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 7.01% | +0.83% | +0.27% | |
| 4 | DFAI | Dimensional International Co | ETF-その他 | 4.23% | -0.20% | +10.97% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.82% | +0.26% | +4.41% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 3.40% | +0.30% | +13.15% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.90% | +0.05% | +3.77% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.89% | -0.01% | -1.88% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.70% | +0.08% | +30.28% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.69% | -0.52% | +6.92% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.42% | -0.60% | -0.82% | |
| 12 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 2.39% | +0.16% | +0.44% | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-その他 | 2.26% | — | +3.64% | |
| 14 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.13% | +0.06% | +16.61% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-その他 | 2.02% | — | -0.74% | |
| 16 | TAXF | American Century Diver Muni | ETF-その他 | 1.95% | +0.16% | +1.05% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.76% | +0.01% | — | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.62% | +0.12% | +33.78% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.39% | +0.04% | -0.80% | |
| 20 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 1.22% | +0.16% | +46.10% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.17% | — | — | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.16% | +0.10% | +6.45% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | +0.01% | — | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.96% | +0.02% | — | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.88% | -0.23% | — | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.85% | -0.23% | +0.01% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | +0.04% | -9.57% | |
| 28 | DFIC | Dimensional International Co | ETF-その他 | 0.68% | +0.16% | +44.74% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.67% | +0.10% | +183.56% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.67% | — | — | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.66% | — | +76.43% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | -0.21% | -2.69% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.53% | +0.01% | +0.39% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.53% | +0.05% | — | |
| 35 | PSN | Parsons CORP | 株式-IT | 0.52% | — | -50.00% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | +0.06% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.46% | — | -22.25% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.45% | — | +1.00% | |
| 39 | AVDE | Avantis International Equity | ETF-その他 | 0.40% | — | +0.85% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.40% | — | — | |
| 41 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.32% | — | +12.94% | |
| 42 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.32% | +0.13% | — | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.30% | — | +3.14% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.30% | — | — | |
| 45 | FTNT | Fortinet INC | 株式-IT | 0.29% | +0.16% | — | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | — | +8.36% | |
| 47 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.28% | +0.02% | +0.21% | |
| 48 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.27% | — | +2.05% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.27% | — | +20.40% | |
| 50 | DIHP | Dimensional International Hi | ETF-その他 | 0.27% | — | +21.92% |