CIK: 0001769302
申告総資産額
$8.0億
上位200銘柄を表示中（全230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 | 7.03% | +0.04% | -94.75% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 5.31% | — | -46.08% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-その他 | 4.85% | -0.79% | -59.49% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.69% | -0.56% | -34.76% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-その他 | 4.58% | -0.20% | -47.30% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.87% | -0.37% | -74.23% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.50% | -0.72% | -85.27% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.33% | — | -57.48% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.63% | — | -48.68% | |
| 10 | DFIC | Dimensional International Co | ETF-その他 | 2.38% | — | -45.86% | |
| 11 | ENPH | Enphase Energy INC | 株式-IT | 2.34% | +0.15% | -0.06% | |
| 12 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 2.23% | -0.04% | -65.95% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.16% | — | -40.75% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.03% | -0.13% | -71.07% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.93% | — | -78.13% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.93% | +0.44% | -86.00% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.58% | — | -70.88% | |
| 18 | DFAI | Dimensional International Co | ETF-その他 | 1.54% | -0.14% | -49.57% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.36% | -0.31% | -84.89% | |
| 20 | DFAT | Dimensional US Target Value | ETF-その他 | 1.34% | — | -62.42% | |
| 21 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.28% | -0.48% | -83.84% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.27% | -0.29% | -62.53% | |
| 23 | DIHP | Dimensional International Hi | ETF-その他 | 1.25% | — | -41.68% | |
| 24 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.16% | — | -43.51% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.16% | — | -71.91% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.09% | — | +0.89% | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 0.92% | — | -66.31% | |
| 28 | DISV | Dimensional International Sm | ETF-その他 | 0.90% | — | -39.03% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.90% | +0.28% | -34.56% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.86% | — | -27.45% | |
| 31 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.86% | -0.15% | -8.09% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.85% | +0.21% | -77.73% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.79% | -0.21% | -29.31% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.78% | — | -96.78% | |
| 35 | AMAT | Applied Materials INC | 株式-IT | 0.76% | +0.05% | +0.93% | |
| 36 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.73% | — | +9.43% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.70% | -0.17% | -19.90% | |
| 38 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.70% | — | -3.80% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | -0.12% | -75.83% | |
| 40 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 0.58% | — | -0.24% | |
| 41 | WM | Waste Management INC | 株式-資本財 | 0.58% | — | -0.02% | |
| 42 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.56% | -0.12% | -55.58% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.55% | +0.13% | -89.35% | |
| 44 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.54% | — | -50.55% | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.53% | — | -4.39% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | -83.03% | |
| 47 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.46% | -0.17% | -63.81% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | — | -92.66% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.43% | — | -98.63% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.39% | — | -97.39% |