CIK: 0001964394
申告総資産額
$2.9億
上位200銘柄を表示中（全706銘柄）
| # | 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 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.77% | +0.19% | -5.71% | |
| 2 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.29% | — | -9.83% | |
| 3 | DFAI | Dimensional International Co | ETF-その他 | 1.85% | +0.24% | +4.60% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.77% | — | +8.82% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.75% | — | +25.83% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 1.63% | -0.26% | -0.54% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.61% | +0.03% | +44.04% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.59% | -0.13% | +0.33% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 1.51% | — | +11.31% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.48% | — | +7.25% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.45% | -0.13% | +8.73% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.45% | — | +3.19% | |
| 13 | DFIV | Dimensional International Va | ETF-その他 | 1.40% | +0.15% | +2.53% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.30% | — | +19.98% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.30% | -0.19% | -7.07% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.23% | +0.07% | +14.62% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.20% | — | +10.63% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.20% | +0.09% | +4.85% | |
| 19 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.17% | — | +10.97% | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.06% | — | -1.42% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.02% | — | +24.81% | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.01% | — | -26.01% | |
| 23 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.00% | +0.09% | +17.08% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.95% | -0.18% | +12.94% | |
| 25 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.95% | +0.19% | +20.23% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.88% | -0.15% | +3.64% | |
| 27 | IQLT | Ishares Msci International Q | ETF-その他 | 0.85% | — | -1.82% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.82% | — | +1.07% | |
| 29 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 0.80% | — | +1.55% | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 0.79% | — | -4.18% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.79% | — | +5.99% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.78% | — | +30.44% | |
| 33 | DFAT | Dimensional US Target Value | ETF-その他 | 0.78% | +0.03% | -2.68% | |
| 34 | EMLP | First Trust North American E | ETF-その他 | 0.77% | +0.06% | -3.45% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.77% | — | +14.41% | |
| 36 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.77% | — | +486.38% | |
| 37 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.76% | — | +19.31% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.73% | — | +4.29% | |
| 39 | DISV | Dimensional International Sm | ETF-その他 | 0.71% | — | +5.29% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.71% | +0.09% | +18.38% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.71% | — | +17.39% | |
| 42 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.70% | — | -16.84% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.68% | — | -8.05% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.68% | — | +38.20% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.67% | — | -4.61% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.66% | — | -10.57% | |
| 47 | BND | Vanguard Total Bond Market | ETF-その他 | 0.66% | +0.19% | -14.88% | |
| 48 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.63% | — | +15.30% | |
| 49 | DFIS | Dimensional International Sm | ETF-その他 | 0.63% | — | +19.52% | |
| 50 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.63% | +0.14% | +94.02% |