CIK: 0001920117
申告総資産額
$3.7億
| # | 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 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 16.36% | +0.50% | -0.09% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.33% | -0.41% | -6.64% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.84% | -0.40% | +145.48% | |
| 4 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 4.64% | -0.42% | +64.09% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.75% | -0.06% | -4.13% | |
| 6 | DFIC | Dimensional International Co | ETF-その他 | 3.17% | — | +37.93% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.95% | -0.06% | +29.08% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.77% | — | — | |
| 9 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 2.21% | — | -4.92% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.00% | +0.19% | +33.60% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.77% | +0.06% | +3.36% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 1.67% | — | -14.53% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.52% | -0.07% | +35.11% | |
| 14 | DFSD | Dimensional Short Duration | ETF-その他 | 1.51% | — | +18.35% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.50% | -0.25% | -3.55% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.48% | — | -9.03% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.40% | -0.26% | -11.88% | |
| 18 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.98% | — | -11.46% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.96% | +0.10% | -6.00% | |
| 20 | CDW | Cdw Corp/de | 株式-IT | 0.92% | — | -17.28% | |
| 21 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.90% | -0.12% | EXIT | |
| 22 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.89% | — | — | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.89% | — | -15.26% | |
| 24 | DSTL | Distillate US Fundamental St | ETF-その他 | 0.87% | — | +0.22% | |
| 25 | AMT | American Tower CORP | 株式-不動産 | 0.85% | — | -5.03% | |
| 26 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.85% | — | — | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.85% | — | -10.92% | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.81% | — | -2.45% | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.78% | — | -16.40% | |
| 30 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.78% | — | -17.12% | |
| 31 | COO | The Cooper Companies, Inc. | 株式-ヘルスケア | 0.77% | — | -13.45% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.77% | -0.18% | +32.86% | |
| 33 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.75% | -0.04% | +133.16% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.74% | — | -14.76% | |
| 35 | ADP | Automatic Data Processing | 株式-IT | 0.74% | — | -15.63% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.73% | — | +21.43% | |
| 37 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.73% | -0.13% | EXIT | |
| 38 | APH | Amphenol Corp-cl A | 株式-IT | 0.67% | — | -18.32% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.63% | — | -4.00% | |
| 40 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.61% | — | -7.53% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.58% | — | -7.47% | |
| 42 | APTV | Aptiv PLC | 株式-一般消費財 | 0.57% | — | -17.14% | |
| 43 | ETN | Eaton Corporation plc | 株式-資本財 | 0.55% | — | -0.23% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | — | +1.67% | |
| 45 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.51% | — | +38.83% | |
| 46 | ILMN | Illumina INC | 株式-ヘルスケア | 0.47% | — | +15.05% | |
| 47 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.47% | — | -52.30% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.46% | — | +2.44% | |
| 49 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.45% | — | -9.38% | |
| 50 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.44% | — | — |