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 | 21.54% | +0.50% | -0.09% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 6.16% | -0.40% | +3.97% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.58% | -0.41% | -1.23% | |
| 4 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 3.44% | -0.42% | +2.18% | |
| 5 | DFIC | Dimensional International Co | ETF-その他 | 3.25% | — | +3.57% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.03% | -0.06% | -1.51% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.49% | -0.06% | -0.49% | |
| 8 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 2.28% | -0.26% | +13.19% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.89% | +0.19% | -31.52% | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.82% | — | -1.03% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.48% | — | +0.05% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.45% | -0.26% | -0.76% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.43% | -0.07% | -2.02% | |
| 14 | DFSD | Dimensional Short Duration | ETF-その他 | 1.40% | — | +5.24% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.23% | +0.06% | -1.44% | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.14% | -0.18% | +93.25% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.09% | -0.04% | +5.11% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.01% | +0.07% | +876.70% | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 0.99% | — | -0.90% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.96% | +0.10% | -0.55% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.94% | +1.42% | -0.18% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.93% | — | +62.13% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.91% | — | +17.51% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.84% | — | +35.90% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.82% | — | +6.26% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.82% | -0.25% | -7.49% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.78% | -0.18% | +9.76% | |
| 28 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.66% | — | +11.08% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | — | +12.18% | |
| 30 | AMT | American Tower CORP | 株式-不動産 | 0.60% | — | +1.42% | |
| 31 | ETN | Eaton Corporation plc | 株式-資本財 | 0.59% | — | +0.03% | |
| 32 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.58% | — | — | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.58% | — | — | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.58% | +2.09% | — | |
| 35 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.56% | — | +0.09% | |
| 36 | VTV | Vanguard Value ETF | ETF-その他 | 0.54% | — | -5.87% | |
| 37 | APH | Amphenol Corp-cl A | 株式-IT | 0.54% | — | +96.50% | |
| 38 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.54% | — | -11.47% | |
| 39 | COO | Cooper Cos Inc/the | 株式-ヘルスケア | 0.53% | — | +18.92% | |
| 40 | DSTL | Distillate US Fundamental St | ETF-その他 | 0.52% | — | +0.16% | |
| 41 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.50% | — | -7.85% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | — | -0.35% | |
| 43 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.49% | -0.12% | EXIT | |
| 44 | AVDE | Avantis International Equity | ETF-その他 | 0.48% | +0.05% | -0.24% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | +0.05% | -5.43% | |
| 46 | ADP | Automatic Data Processing | 株式-IT | 0.47% | — | -0.22% | |
| 47 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.44% | -0.13% | EXIT | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.43% | — | +2.38% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.43% | — | +9.64% | |
| 50 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.43% | — | +5.06% |