CIK: 0001964394
申告総資産額
$2.9億
上位200銘柄を表示中（全582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 | 3.26% | +0.19% | +15.90% | |
| 2 | DFAI | Dimensional International Co | ETF-その他 | 2.81% | +0.24% | -1.86% | |
| 3 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.64% | — | +3.37% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 2.32% | +0.19% | +14.53% | |
| 5 | DFIV | Dimensional International Va | ETF-その他 | 2.03% | +0.15% | +2.64% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 1.66% | -0.26% | -10.00% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 1.65% | — | -2.41% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.65% | +0.03% | -10.86% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.54% | — | -2.75% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.49% | — | +3.76% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.32% | -0.18% | -3.43% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.32% | +0.09% | +1.92% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.31% | — | -1.42% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.31% | — | -7.05% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.27% | — | -4.21% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.22% | +0.07% | -11.43% | |
| 17 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 1.21% | +0.19% | +10.23% | |
| 18 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.21% | — | -4.30% | |
| 19 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-その他 | 1.15% | — | +12.67% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.11% | — | -5.87% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.10% | -0.13% | -6.04% | |
| 22 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.09% | — | -2.75% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.08% | — | +0.20% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 1.08% | -0.18% | -5.29% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.07% | — | -0.84% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.07% | — | -14.97% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.04% | — | +0.02% | |
| 28 | DISV | Dimensional International Sm | ETF-その他 | 1.03% | — | -0.64% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.03% | -0.13% | -14.15% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.02% | — | -0.17% | |
| 31 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.01% | +0.09% | -0.53% | |
| 32 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 1.00% | — | -2.34% | |
| 33 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.98% | +0.07% | +9.34% | |
| 34 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.97% | — | -1.35% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.96% | — | -8.71% | |
| 36 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.94% | +0.19% | +18.78% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.93% | -0.15% | +2.46% | |
| 38 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.91% | — | -7.62% | |
| 39 | BSJR | Invesco Bulletshares 2027 Hy | ETF-その他 | 0.90% | +0.11% | +39.73% | |
| 40 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.89% | +0.14% | +11.17% | |
| 41 | EMLP | First Trust North American E | ETF-その他 | 0.87% | +0.06% | -0.91% | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.85% | — | -8.02% | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.78% | — | -6.06% | |
| 44 | IQLT | Ishares Msci International Q | ETF-その他 | 0.78% | — | -7.52% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.77% | — | — | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.74% | — | +0.02% | |
| 47 | DFAT | Dimensional US Target Value | ETF-その他 | 0.74% | +0.03% | -3.33% | |
| 48 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.73% | — | +1.01% | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -0.19% | +0.48% | |
| 50 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.72% | — | -2.75% |