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 | 18.40% | +0.51% | -0.37% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.77% | -2.02% | -2.42% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 6.88% | +0.83% | +0.27% | |
| 4 | DFAI | Dimensional International Co | ETF-その他 | 4.52% | -0.20% | +3.98% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.83% | +0.26% | +4.33% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.93% | +0.05% | +2.53% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.84% | -0.01% | -2.16% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.69% | +0.30% | +3.70% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.62% | +0.08% | +1.37% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.49% | -0.52% | +2.67% | |
| 11 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 2.34% | +0.16% | -5.42% | |
| 12 | DFAX | Dimensional World Ex US Core | ETF-その他 | 2.21% | — | +1.34% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.11% | -0.60% | -10.90% | |
| 14 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.09% | +0.06% | -7.09% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.92% | — | -2.50% | |
| 16 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.83% | +0.12% | +10.93% | |
| 17 | TAXF | American Century Diver Muni | ETF-その他 | 1.83% | +0.16% | +4.40% | |
| 18 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 1.73% | +0.16% | +10.87% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.67% | +0.01% | -0.44% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.66% | -0.01% | +828.06% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.34% | +0.04% | +3.64% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.14% | — | — | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.07% | +0.10% | +1.12% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.93% | +0.02% | — | |
| 25 | DFIC | Dimensional International Co | ETF-その他 | 0.85% | +0.16% | +11.94% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | +0.01% | -19.23% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.82% | -0.23% | — | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.73% | +0.01% | +0.37% | |
| 29 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.72% | — | +0.35% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | -0.21% | -4.86% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | -0.23% | -18.09% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.63% | — | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | +0.04% | -13.46% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | -0.37% | |
| 35 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.49% | — | +95.96% | |
| 36 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.48% | +0.02% | +11.26% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.45% | — | -1.85% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.44% | — | — | |
| 39 | AVDE | Avantis International Equity | ETF-その他 | 0.42% | — | +0.40% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.41% | — | -5.03% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | +0.05% | -6.76% | |
| 42 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.41% | +0.10% | -22.70% | |
| 43 | FTNT | Fortinet INC | 株式-IT | 0.35% | +0.16% | — | |
| 44 | HACK | Amplify Cybersecurity ETF | ETF-その他 | 0.34% | — | — | |
| 45 | XLF | Ss Financial Select Sector | ETF-その他 | 0.34% | -0.15% | +153.85% | |
| 46 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.32% | +0.13% | +1.44% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.31% | — | — | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.30% | — | -6.84% | |
| 49 | XLE | Ss Energy Select Sector | ETF-その他 | 0.29% | -0.18% | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | — | — |