CIK: 0001900576
申告総資産額
$8.0億
| # | 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 | 47.36% | -1.33% | +6.70% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-その他 | 38.17% | +0.77% | +13.44% | |
| 3 | DFIP | Dimensional Inflation-protec | ETF-その他 | 3.20% | -0.14% | +167.42% | |
| 4 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.54% | +0.04% | +12.52% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.92% | +0.52% | -6.18% | |
| 6 | AAPL | Apple INC | 株式-IT | 0.78% | -0.05% | +3.07% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | — | +11.37% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | -0.04% | +73.09% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.41% | +0.03% | +35.98% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 0.40% | -0.05% | — | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.39% | -0.02% | +5.56% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 0.33% | -0.08% | +61.46% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.25% | — | +34.22% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.24% | +0.03% | — | |
| 15 | ETN | Eaton Corporation plc | 株式-資本財 | 0.22% | +0.01% | +15.38% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | — | +25.33% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.21% | -0.01% | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.20% | -0.01% | +6.17% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.20% | +0.02% | — | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.19% | -0.02% | +316.55% | |
| 21 | DFIC | Dimensional International Co | ETF-その他 | 0.18% | — | — | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.18% | +0.08% | — | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.17% | — | +233.87% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.16% | -0.01% | +3.40% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.16% | +0.02% | +188.21% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.15% | +0.01% | — | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.13% | — | — | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.13% | -0.01% | — | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.13% | +0.01% | +136.14% | |
| 30 | SO | Southern Co/the | 株式-公益事業 | 0.13% | +0.01% | — | |
| 31 | IBM | Intl Business Machines CORP | 株式-IT | 0.13% | -0.03% | +200.17% | |
| 32 | DFSD | Dimensional Short Duration | ETF-その他 | 0.12% | — | +15.13% | |
| 33 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.12% | — | — | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.10% | — | — | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.10% | — | — | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.09% | +0.01% | — | |
| 37 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.09% | — | +1.19% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.09% | — | — | |
| 39 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.09% | — | — | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.09% | +0.03% | +2.09% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.09% | -0.01% | — | |
| 42 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.08% | — | — | |
| 43 | DFAT | Dimensional US Target Value | ETF-その他 | 0.08% | — | — | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.07% | — | — | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.07% | — | +18.57% | |
| 46 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.07% | — | — | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.07% | — | +0.47% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.06% | +0.02% | +0.72% | |
| 49 | ALL | Allstate CORP | 株式-金融 | 0.06% | — | — | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.06% | — | — |