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 | DFAU | Dimensional US Core Equity M | ETF-その他 | 5.50% | -0.79% | +1.68% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.77% | — | -5.36% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.33% | -0.37% | +2.84% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.30% | -0.72% | +8.27% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-その他 | 4.07% | -0.20% | -6.43% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.92% | — | +6.92% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.88% | +0.04% | -10.00% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.52% | -0.56% | -4.29% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.06% | +0.44% | +15.91% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.40% | — | -4.27% | |
| 11 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 2.33% | -0.04% | +11.38% | |
| 12 | DFIC | Dimensional International Co | ETF-その他 | 2.31% | — | -6.01% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.26% | — | +0.49% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.13% | -0.13% | +2.34% | |
| 15 | DFAI | Dimensional International Co | ETF-その他 | 2.12% | -0.14% | +13.41% | |
| 16 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 1.94% | — | -1.85% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.70% | +0.56% | +39.91% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.51% | -0.31% | +2.10% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.30% | -0.35% | +33.70% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.22% | -0.48% | -6.82% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.20% | +0.11% | +12.08% | |
| 22 | DIHP | Dimensional International Hi | ETF-その他 | 1.19% | — | -5.06% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.19% | — | — | |
| 24 | DFAT | Dimensional US Target Value | ETF-その他 | 1.18% | — | -0.22% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.09% | +0.18% | +4.89% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.08% | +0.28% | +19.66% | |
| 27 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.08% | — | -5.58% | |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.04% | -0.29% | -22.82% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.85% | — | -7.44% | |
| 30 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.84% | -0.15% | -0.13% | |
| 31 | DISV | Dimensional International Sm | ETF-その他 | 0.83% | — | -13.86% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.83% | -0.17% | +0.91% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.83% | -0.12% | +3.71% | |
| 34 | ENPH | Enphase Energy INC | 株式-IT | 0.81% | +0.15% | +0.00% | |
| 35 | MBB | Ishares Mbs ETF | ETF-その他 | 0.78% | — | — | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.78% | -0.21% | -25.52% | |
| 37 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.73% | — | +2.00% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.71% | — | -0.96% | |
| 39 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.69% | — | +3.09% | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.62% | +0.21% | — | |
| 41 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.61% | -0.10% | — | |
| 42 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 0.61% | — | +0.14% | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.59% | — | +0.01% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.55% | — | +7.17% | |
| 45 | AMAT | Applied Materials INC | 株式-IT | 0.54% | +0.05% | +0.56% | |
| 46 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.51% | +0.43% | — | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | -0.11% | +15.15% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.48% | — | +1.41% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | +0.13% | -3.46% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.45% | -0.17% | — |