CIK: 0001769302
申告総資産額
$8.0億
上位200銘柄を表示中（全233銘柄）
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.32% | +0.04% | +1086.40% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 5.31% | — | +87.01% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-その他 | 4.77% | -0.79% | +162.97% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-その他 | 4.61% | -0.20% | +86.31% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.47% | -0.56% | +70.50% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.74% | -0.37% | +1301.90% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.43% | -0.72% | +738.79% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.17% | — | +294.06% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.66% | — | +96.65% | |
| 10 | DFIC | Dimensional International Co | ETF-その他 | 2.35% | — | +87.19% | |
| 11 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 2.27% | -0.04% | +204.77% | |
| 12 | ENPH | Enphase Energy INC | 株式-IT | 2.23% | +0.15% | +5.82% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.11% | — | +79.21% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.06% | -0.13% | +232.34% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 2.03% | — | +5056.44% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.86% | +0.44% | +618.43% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.55% | — | +223.13% | |
| 18 | DFAI | Dimensional International Co | ETF-その他 | 1.52% | -0.14% | +90.79% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.49% | -0.31% | +594.51% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.35% | -0.48% | +420.43% | |
| 21 | DFAT | Dimensional US Target Value | ETF-その他 | 1.33% | — | +163.96% | |
| 22 | DIHP | Dimensional International Hi | ETF-その他 | 1.25% | — | +76.64% | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.19% | -0.29% | +345.25% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.16% | — | +252.62% | |
| 25 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.15% | — | +81.71% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.09% | — | +1.38% | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 0.97% | — | +187.55% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | — | +33.23% | |
| 29 | AMAT | Applied Materials INC | 株式-IT | 0.95% | +0.05% | +0.56% | |
| 30 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.91% | -0.15% | — | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.88% | +0.21% | +482.52% | |
| 32 | DISV | Dimensional International Sm | ETF-その他 | 0.87% | — | +69.11% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.78% | — | +2880.39% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.70% | -0.12% | +325.57% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.69% | -0.21% | +39.99% | |
| 36 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.68% | — | +7.67% | |
| 37 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.65% | -0.12% | +373.73% | |
| 38 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.64% | — | +22.65% | |
| 39 | WM | Waste Management INC | 株式-資本財 | 0.64% | — | -3.90% | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.62% | +0.28% | +80.50% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.62% | -0.17% | +31.43% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.13% | +902.18% | |
| 43 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 0.59% | — | +8.55% | |
| 44 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | — | +3.79% | |
| 45 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.51% | — | +107.23% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.48% | — | +6873.30% | |
| 47 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.47% | -0.17% | +265.18% | |
| 48 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.47% | — | — | |
| 49 | VUG | Vanguard Growth ETF | ETF-その他 | 0.41% | — | +7952.83% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | +539.00% |