CIK: 0001926349
申告総資産額
$2.3億
| # | 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 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 10.30% | — | +1.05% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 6.83% | -0.41% | +4.77% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.05% | -0.45% | +0.62% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.24% | -0.04% | +24.35% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-その他 | 2.82% | -0.48% | +10.99% | |
| 6 | PEP | Pepsico INC | 株式-生活必需品 | 2.74% | +0.15% | +2.73% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.73% | -0.09% | +1.25% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.63% | — | +0.49% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 2.62% | +0.58% | +2.25% | |
| 10 | QCOM | Qualcomm INC | 株式-IT | 2.43% | -0.48% | +1.99% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.40% | -0.13% | +0.56% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.35% | +0.29% | +1.00% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.34% | — | +1.30% | |
| 14 | PM | Philip Morris International | 株式-生活必需品 | 2.10% | — | +1.58% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 1.94% | -1.08% | +1.14% | |
| 16 | MO | Altria Group INC | 株式-生活必需品 | 1.79% | +0.30% | +1.97% | |
| 17 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.76% | — | +3.74% | |
| 18 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 1.66% | -0.07% | +3.23% | |
| 19 | DFIV | Dimensional International Va | ETF-その他 | 1.66% | +0.10% | +7.02% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.57% | — | +18.37% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.56% | -0.29% | +54.25% | |
| 22 | WPC | Wp Carey INC | 株式-不動産 | 1.47% | +0.07% | +2.65% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.37% | — | -6.83% | |
| 24 | CGXU | Cap Group Intl Focus | ETF-その他 | 1.35% | — | +4.00% | |
| 25 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.34% | — | +32.94% | |
| 26 | FSK | Fs Kkr Capital CORP | 株式-金融 | 1.27% | -0.07% | +2.91% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.22% | -0.28% | +15.46% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.15% | -0.13% | +3.99% | |
| 29 | T | At&t INC | 株式-通信サービス | 1.15% | +0.26% | -1.44% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.10% | -0.16% | +10.29% | |
| 31 | DFAT | Dimensional US Target Value | ETF-その他 | 0.98% | — | +4.20% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.83% | -0.11% | +14.51% | |
| 33 | DFAI | Dimensional International Co | ETF-その他 | 0.79% | — | +12.03% | |
| 34 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.74% | — | +2.68% | |
| 35 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.72% | — | +37.63% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | -0.06% | +12.09% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.68% | — | — | |
| 38 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.62% | — | +15.48% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | -0.11% | +2.06% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | — | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.57% | — | +11.24% | |
| 42 | BDC | Belden INC | 株式-IT | 0.55% | — | — | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.51% | — | +0.70% | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 0.51% | — | +1.17% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.44% | — | +1.76% | |
| 46 | VTV | Vanguard Value ETF | ETF-その他 | 0.43% | — | -0.98% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | +0.10% | +3.89% | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.41% | — | +0.20% | |
| 49 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 0.40% | — | +2.54% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | — | -2.45% |