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 | 18.04% | +0.50% | -0.69% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 6.59% | -0.40% | +23.98% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.93% | -0.41% | -1.90% | |
| 4 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 4.07% | -0.42% | -7.30% | |
| 5 | DFIC | Dimensional International Co | ETF-その他 | 3.53% | — | +18.30% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.40% | -0.06% | -6.23% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.69% | -0.06% | -6.78% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.36% | — | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.23% | +0.19% | +9.98% | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.97% | — | -2.12% | |
| 11 | DFSD | Dimensional Short Duration | ETF-その他 | 1.73% | — | +19.86% | |
| 12 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 1.61% | -0.26% | — | |
| 13 | AAPL | Apple INC | 株式-IT | 1.44% | +0.06% | -6.48% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | -0.26% | -1.40% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.34% | -0.07% | -7.97% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 1.30% | — | -13.90% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.23% | -0.25% | -12.81% | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.09% | -0.04% | +38.19% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.06% | +1.42% | +52.52% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.05% | — | -16.86% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.01% | +0.10% | +0.37% | |
| 22 | DSTL | Distillate US Fundamental St | ETF-その他 | 0.88% | — | +11.74% | |
| 23 | CDW | Cdw Corp/de | 株式-IT | 0.83% | — | -13.20% | |
| 24 | AMT | American Tower CORP | 株式-不動産 | 0.81% | — | -11.93% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.78% | — | -31.08% | |
| 26 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.73% | — | -8.57% | |
| 27 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.72% | -0.12% | EXIT | |
| 28 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.71% | — | -11.20% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.71% | — | -8.77% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.70% | -0.18% | -1.83% | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.70% | — | -2.41% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.69% | — | -8.41% | |
| 33 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 0.63% | — | — | |
| 34 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.62% | -0.13% | EXIT | |
| 35 | ADP | Automatic Data Processing | 株式-IT | 0.61% | — | -8.91% | |
| 36 | ETN | Eaton Corporation plc | 株式-資本財 | 0.59% | — | — | |
| 37 | COO | The Cooper Companies, Inc. | 株式-ヘルスケア | 0.58% | — | -11.63% | |
| 38 | APH | Amphenol Corp-cl A | 株式-IT | 0.58% | — | -12.16% | |
| 39 | AVDE | Avantis International Equity | ETF-その他 | 0.57% | +0.05% | +101.46% | |
| 40 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.56% | — | -22.04% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.55% | — | -15.32% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.55% | — | -8.25% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | — | +9.28% | |
| 44 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.52% | — | +1.41% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.50% | — | -9.33% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.49% | +0.07% | +70.55% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.48% | — | -18.99% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | +0.05% | +3.04% | |
| 49 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.45% | — | -11.39% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.45% | — | +18.15% |