CIK: 0002070529
申告総資産額
$1.0億
| # | 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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 27.40% | -0.80% | — | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-その他 | 20.31% | -0.33% | — | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 11.07% | -0.31% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.73% | +0.34% | — | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 4.86% | +0.19% | — | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.16% | +0.08% | — | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.14% | -0.39% | — | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.01% | +0.26% | — | |
| 9 | DFAT | Dimensional US Target Value | ETF-その他 | 2.91% | +0.35% | — | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.08% | +0.26% | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.04% | -0.20% | — | |
| 12 | DIHP | Dimensional International Hi | ETF-その他 | 1.97% | -0.09% | — | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.61% | +0.05% | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.52% | -0.07% | — | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.17% | -0.17% | — | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.00% | -0.16% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.99% | -0.06% | — | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.90% | -0.06% | — | |
| 19 | DISV | Dimensional International Sm | ETF-その他 | 0.84% | -0.02% | — | |
| 20 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.75% | +0.65% | — | |
| 21 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.63% | -0.05% | — | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.35% | -0.03% | — | |
| 23 | DFIV | Dimensional International Va | ETF-その他 | 0.33% | — | — | |
| 24 | SUB | Ishares Short-term National | ETF-その他 | 0.32% | +0.27% | — | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.25% | -0.07% | — | |
| 26 | AXP | American Express Co | 株式-金融 | 0.23% | -0.23% | EXIT | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.22% | +0.02% | — | |
| 28 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.21% | -0.01% | — |