CIK: 0002049750
申告総資産額
$1.7億
| # | 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 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-その他 | 22.29% | +3.52% | — | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 13.11% | +1.18% | — | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 9.13% | +1.23% | — | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 7.67% | +0.97% | — | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 6.70% | -0.31% | — | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-その他 | 6.12% | +0.77% | — | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 4.62% | +0.62% | — | |
| 8 | DIHP | Dimensional International Hi | ETF-その他 | 4.19% | +0.87% | — | |
| 9 | DISV | Dimensional International Sm | ETF-その他 | 3.58% | +0.01% | — | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.27% | +0.93% | — | |
| 11 | DFIV | Dimensional International Va | ETF-その他 | 2.27% | -0.25% | — | |
| 12 | DFSD | Dimensional Short Duration | ETF-その他 | 1.91% | +0.54% | — | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.47% | — | — | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.24% | -0.21% | — | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.24% | +0.40% | — | |
| 16 | AAPL | Apple INC | 株式-IT | 1.10% | — | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.94% | +0.82% | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.88% | — | — | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.71% | — | — | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.70% | — | — | |
| 21 | DFAI | Dimensional International Co | ETF-その他 | 0.63% | — | — | |
| 22 | DFAT | Dimensional US Target Value | ETF-その他 | 0.62% | -0.33% | EXIT | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.61% | — | — | |
| 24 | ADBE | Adobe INC | 株式-IT | 0.59% | -0.30% | — | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.56% | — | — | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.52% | -0.10% | — | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | -0.21% | EXIT | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | — | — | |
| 29 | IVLU | Ishares Msci International V | ETF-その他 | 0.36% | — | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | — | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.31% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | — | — | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.26% | — | — | |
| 34 | FTNT | Fortinet INC | 株式-IT | 0.23% | — | — | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.22% | — | — | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.22% | — | — | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.21% | — | — |