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 | 15.90% | +0.51% | -2.40% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.50% | -2.02% | -3.87% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 7.06% | +0.83% | -0.69% | |
| 4 | DFAI | Dimensional International Co | ETF-その他 | 4.96% | -0.20% | +6.28% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.88% | +0.26% | +1.36% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.00% | +0.05% | +0.87% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.94% | +0.30% | +3.86% | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.78% | +0.06% | +2.81% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.77% | -0.52% | -3.84% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.66% | +0.08% | +1.13% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.62% | -0.01% | +0.20% | |
| 12 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 2.44% | +0.16% | +0.60% | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-その他 | 2.24% | — | -0.45% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-その他 | 2.01% | +0.12% | +9.28% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.93% | -0.60% | -0.43% | |
| 16 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 1.87% | +0.16% | +2.14% | |
| 17 | TAXF | American Century Diver Muni | ETF-その他 | 1.57% | +0.16% | +1.86% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.56% | +0.01% | -0.39% | |
| 19 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.53% | — | +0.31% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.38% | -0.01% | -11.73% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.28% | +0.04% | +0.96% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.27% | +0.10% | +9.11% | |
| 23 | DFIC | Dimensional International Co | ETF-その他 | 1.17% | +0.16% | +4.85% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.12% | — | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.01% | +0.04% | +70.68% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.94% | +0.02% | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.87% | +0.01% | -3.00% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | -0.23% | -0.57% | |
| 29 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.78% | +0.01% | +3.25% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.74% | -0.23% | — | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.64% | — | — | |
| 32 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.60% | — | +45.95% | |
| 33 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.60% | +0.02% | +21.86% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | -0.21% | — | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.54% | — | -0.70% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | +0.09% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.50% | — | -2.59% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | — | — | |
| 39 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.47% | +0.10% | +4.67% | |
| 40 | AVDE | Avantis International Equity | ETF-その他 | 0.44% | — | -0.37% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.37% | — | +0.56% | |
| 42 | PSN | Parsons CORP | 株式-IT | 0.35% | — | — | |
| 43 | HACK | Amplify Cybersecurity ETF | ETF-その他 | 0.34% | — | — | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.34% | +0.05% | -0.70% | |
| 45 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.33% | +0.13% | +16.46% | |
| 46 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.30% | — | +0.55% | |
| 47 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.29% | — | +7.02% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | — | +0.50% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.28% | — | +43.71% | |
| 50 | XLF | Ss Financial Select Sector | ETF-その他 | 0.27% | -0.15% | -15.57% |