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 | 18.64% | +0.51% | -0.74% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.29% | -2.02% | +0.12% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 7.17% | +0.83% | +1.27% | |
| 4 | DFAI | Dimensional International Co | ETF-その他 | 4.04% | -0.20% | +4.81% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.97% | +0.26% | +4.72% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.98% | +0.05% | +2.31% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.87% | -0.01% | +3.80% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.69% | +0.08% | +0.28% | |
| 9 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 2.66% | +0.16% | +11.17% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.66% | -0.52% | -1.19% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.64% | -0.60% | -0.83% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.51% | +0.30% | -16.00% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.47% | +0.06% | +9.56% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-その他 | 2.05% | — | +0.86% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.96% | — | +0.81% | |
| 16 | TAXF | American Century Diver Muni | ETF-その他 | 1.76% | +0.16% | -5.78% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.70% | +0.01% | -1.54% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.67% | +0.12% | +6.21% | |
| 19 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 1.53% | +0.16% | +31.61% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.37% | +0.04% | +0.39% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | +0.01% | +2.30% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.17% | +0.10% | +1.94% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.05% | — | — | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.97% | +0.02% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | -0.23% | -0.73% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.86% | -0.23% | — | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.80% | +0.01% | +51.98% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.71% | +0.04% | -7.99% | |
| 29 | DFIC | Dimensional International Co | ETF-その他 | 0.70% | +0.16% | +14.01% | |
| 30 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.70% | — | +145.66% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | -0.21% | -2.00% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.60% | — | — | |
| 33 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.57% | +0.10% | -14.02% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.55% | — | -18.75% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.49% | — | — | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | — | +0.58% | |
| 37 | PSN | Parsons CORP | 株式-IT | 0.44% | — | — | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.44% | — | +0.36% | |
| 39 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.43% | +0.02% | +55.76% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.42% | +0.05% | -5.42% | |
| 41 | AVDE | Avantis International Equity | ETF-その他 | 0.39% | — | +8.24% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.38% | — | — | |
| 43 | FTNT | Fortinet INC | 株式-IT | 0.34% | +0.16% | -0.46% | |
| 44 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.31% | +0.13% | +4.42% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.29% | — | — | |
| 46 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.28% | — | -0.04% | |
| 47 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.27% | — | +0.37% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.26% | — | +0.36% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.26% | — | -4.75% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.25% | — | +0.06% |