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 | AMPH | Amphastar Pharmaceuticals In | 株式-その他 | 7.36% | — | +2.19% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-その他 | 6.32% | +0.39% | +1.49% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.23% | +0.04% | -1.86% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 5.88% | +0.18% | -1.57% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.93% | +0.36% | — | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 4.47% | +0.09% | -6.43% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.23% | +0.03% | -0.60% | |
| 8 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 3.76% | -0.13% | -4.04% | |
| 9 | DISV | Dimensional International Sm | ETF-その他 | 3.76% | -0.32% | -6.09% | |
| 10 | AVRE | Avantis Real Estate ETF | ETF-その他 | 3.66% | -0.02% | -42.84% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.31% | +0.12% | -9.85% | |
| 12 | DFIV | Dimensional International Va | ETF-その他 | 3.07% | -0.23% | -2.61% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.52% | +0.15% | -3.99% | |
| 14 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 2.45% | -0.06% | -8.11% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.13% | +0.45% | +12.98% | |
| 16 | DFIS | Dimensional International Sm | ETF-その他 | 1.86% | -0.12% | -11.41% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.84% | +0.07% | -8.68% | |
| 18 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 1.71% | +0.12% | -3.87% | |
| 19 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.57% | — | -35.92% | |
| 20 | DFAT | Dimensional US Target Value | ETF-その他 | 1.51% | +0.02% | -4.03% | |
| 21 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.50% | -0.02% | — | |
| 22 | BA | Boeing Co/the | 株式-資本財 | 1.30% | — | +10.00% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.13% | +0.04% | -0.09% | |
| 24 | AVDE | Avantis International Equity | ETF-その他 | 1.05% | +0.04% | -21.83% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.03% | +0.02% | +5.37% | |
| 26 | IBND | State Street Spdr Bloomberg | ETF-その他 | 1.03% | — | +158.48% | |
| 27 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.02% | — | +583.94% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | +0.04% | — | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.90% | +0.02% | -10.54% | |
| 30 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 0.89% | +0.01% | +32.57% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.81% | +0.01% | +0.60% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.77% | — | -54.51% | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.71% | — | -5.62% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.70% | — | — | |
| 35 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 0.69% | +0.01% | +5.86% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.65% | +0.02% | — | |
| 37 | AAPL | Apple INC | 株式-IT | 0.63% | +0.03% | -1.61% | |
| 38 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.62% | +0.04% | +1.26% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | — | |
| 40 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.60% | +0.03% | -0.06% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.59% | — | -0.06% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | +0.10% | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.53% | +0.02% | — | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.53% | — | -4.05% | |
| 45 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.49% | +0.14% | +4.39% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.48% | -0.15% | -3.45% | |
| 47 | DFAI | Dimensional International Co | ETF-その他 | 0.46% | — | +13.48% | |
| 48 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.46% | — | -8.42% | |
| 49 | DFSD | Dimensional Short Duration | ETF-その他 | 0.41% | — | -2.06% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.39% | — | — |