CIK: 0001769302
申告総資産額
$8.0億
上位200銘柄を表示中（全250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 | 5.24% | -0.79% | -1.76% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.59% | — | -0.40% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.38% | -0.37% | +2.74% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.28% | -0.72% | +4.14% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.99% | -0.56% | +1.74% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.94% | — | +2.88% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-その他 | 3.86% | -0.20% | -0.50% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.79% | +0.04% | +1.05% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.06% | +0.44% | +5.37% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.59% | — | +1.61% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.20% | — | +7.48% | |
| 12 | DFIC | Dimensional International Co | ETF-その他 | 2.18% | — | -0.66% | |
| 13 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 2.14% | -0.04% | +1.14% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.04% | -0.13% | -1.60% | |
| 15 | DFAI | Dimensional International Co | ETF-その他 | 2.00% | -0.14% | +0.17% | |
| 16 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 1.84% | — | -0.26% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.80% | +0.56% | +7.81% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.43% | -0.31% | +1.05% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.35% | -0.35% | +6.13% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.24% | -0.48% | -0.03% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.20% | +0.28% | +15.90% | |
| 22 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.16% | +0.11% | +6.21% | |
| 23 | DFAT | Dimensional US Target Value | ETF-その他 | 1.15% | — | +0.14% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.12% | — | -1.37% | |
| 25 | DIHP | Dimensional International Hi | ETF-その他 | 1.11% | — | +0.47% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.09% | +0.18% | +4.37% | |
| 27 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.04% | — | -0.27% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 1.00% | -0.17% | +4.95% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.96% | -0.21% | -2.12% | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.94% | -0.29% | -6.10% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.81% | — | +212.91% | |
| 32 | DISV | Dimensional International Sm | ETF-その他 | 0.80% | — | -1.86% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.76% | — | -4.94% | |
| 34 | MBB | Ishares Mbs ETF | ETF-その他 | 0.75% | — | +4.30% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | -0.12% | -0.87% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.71% | — | +3.21% | |
| 37 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.66% | — | -0.87% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.66% | — | +383.18% | |
| 39 | ENPH | Enphase Energy INC | 株式-IT | 0.65% | +0.15% | -0.00% | |
| 40 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.65% | -0.10% | +0.11% | |
| 41 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.63% | — | -0.57% | |
| 42 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.62% | -0.15% | +0.11% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.62% | +0.21% | +9.83% | |
| 44 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.59% | +0.43% | +20.46% | |
| 45 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 0.59% | — | +0.42% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | -0.11% | -12.46% | |
| 47 | AMAT | Applied Materials INC | 株式-IT | 0.55% | +0.05% | -0.22% | |
| 48 | WM | Waste Management INC | 株式-資本財 | 0.51% | — | +0.01% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | +0.13% | +4.46% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.44% | — | -10.89% |