CIK: 0001961944
申告総資産額
$2.0億
| # | 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 | AVRE | Avantis Real Estate ETF | ETF-その他 | 7.35% | -0.02% | +109.31% | |
| 2 | AMPH | Amphastar Pharmaceuticals In | 株式-その他 | 6.85% | — | -1.73% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.30% | +0.04% | -0.80% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 5.84% | +0.18% | -0.81% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-その他 | 5.76% | +0.39% | +2.02% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 4.57% | +0.09% | -0.12% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.55% | +0.36% | — | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.00% | +0.03% | — | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 3.87% | -0.13% | -0.68% | |
| 10 | DISV | Dimensional International Sm | ETF-その他 | 3.65% | -0.32% | +1.50% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.33% | +0.12% | -0.03% | |
| 12 | DFIV | Dimensional International Va | ETF-その他 | 2.99% | -0.23% | +0.16% | |
| 13 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.90% | — | +0.79% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.62% | +0.15% | -0.44% | |
| 15 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 2.35% | -0.06% | -3.41% | |
| 16 | DFIS | Dimensional International Sm | ETF-その他 | 2.04% | -0.12% | +2.87% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.95% | — | -5.23% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.92% | +0.07% | — | |
| 19 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 1.72% | +0.12% | -2.10% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.69% | +0.45% | +1.23% | |
| 21 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.47% | -0.02% | -0.01% | |
| 22 | DFAT | Dimensional US Target Value | ETF-その他 | 1.43% | +0.02% | +0.19% | |
| 23 | AVDE | Avantis International Equity | ETF-その他 | 1.31% | +0.04% | -1.47% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.09% | +0.04% | -2.81% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 1.03% | +0.01% | -11.26% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 0.98% | — | -9.09% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.96% | +0.02% | -0.14% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.90% | +0.02% | +9.17% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | +0.04% | — | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.68% | — | — | |
| 31 | AAPL | Apple INC | 株式-IT | 0.66% | +0.03% | -6.40% | |
| 32 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 0.64% | +0.01% | -4.06% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.62% | +0.02% | — | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.60% | — | +100.75% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.60% | — | -0.06% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | — | — | |
| 37 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.56% | +0.03% | -0.06% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | +0.10% | -4.84% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.56% | +0.04% | +3.56% | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.54% | — | -0.05% | |
| 41 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.51% | — | +3.67% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.49% | +0.02% | — | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.47% | -0.15% | — | |
| 44 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.46% | +0.14% | — | |
| 45 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 0.43% | +0.01% | +232.22% | |
| 46 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.38% | — | — | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.37% | — | — | |
| 48 | VFVA | Vanguard U.s. Value Factor | ETF-その他 | 0.37% | — | +1.81% | |
| 49 | DFAI | Dimensional International Co | ETF-その他 | 0.36% | — | +9.70% | |
| 50 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.35% | — | -1.27% |