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 | 13.00% | +0.51% | -1.53% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 7.30% | +0.83% | +12.85% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.49% | -2.02% | -3.37% | |
| 4 | DFAI | Dimensional International Co | ETF-その他 | 5.19% | -0.20% | +2.77% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 4.17% | +0.26% | +7.23% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 3.49% | +0.30% | +12.14% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.96% | +0.05% | +2.61% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.73% | -0.01% | +1.34% | |
| 9 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.70% | +0.06% | +10.36% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.54% | +0.08% | +0.28% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.43% | +0.16% | +18.95% | |
| 12 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 2.35% | +0.16% | +0.91% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.34% | -0.60% | -0.16% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-その他 | 2.33% | — | +3.41% | |
| 15 | DUHP | Dimensional US High Profi Et | ETF-その他 | 2.31% | +0.12% | +15.77% | |
| 16 | DFIC | Dimensional International Co | ETF-その他 | 2.27% | +0.16% | +54.52% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.67% | -0.52% | -8.13% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.64% | +0.04% | +1.28% | |
| 19 | TAXF | American Century Diver Muni | ETF-その他 | 1.59% | +0.16% | +6.32% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.51% | +0.01% | +0.44% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.47% | +0.04% | +17.79% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.31% | -0.01% | +0.27% | |
| 23 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.29% | — | -5.79% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.19% | +0.10% | +0.06% | |
| 25 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.14% | — | +43.40% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.07% | — | — | |
| 27 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.88% | +0.10% | +67.49% | |
| 28 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.87% | +0.02% | +12.28% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.85% | +0.02% | +0.51% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | -0.23% | -0.03% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | +0.01% | -15.69% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.71% | -0.23% | — | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.67% | +0.01% | +0.21% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.62% | -0.17% | +19.29% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.61% | — | — | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.46% | — | +1.17% | |
| 37 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.46% | +0.13% | +48.54% | |
| 38 | AVDE | Avantis International Equity | ETF-その他 | 0.46% | — | -0.10% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.45% | -0.21% | -0.50% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | — | +0.06% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.44% | — | -3.44% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.42% | — | +2.81% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.36% | — | -16.07% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.34% | — | -5.75% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.33% | +0.05% | -0.72% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | — | -0.34% | |
| 47 | XLE | Ss Energy Select Sector | ETF-その他 | 0.31% | -0.18% | +0.64% | |
| 48 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.31% | — | +5.10% | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.29% | — | -23.62% | |
| 50 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.28% | — | +0.25% |