CIK: 0001769302
申告総資産額
$8.0億
上位200銘柄を表示中(全249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 | 4.85% | -0.79% | -1.21% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.13% | -0.37% | +0.83% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.11% | — | -4.75% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.10% | -0.56% | +5.09% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.08% | -0.72% | +2.04% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.76% | — | +1.25% | |
| 7 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 3.64% | -0.04% | +86.38% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.56% | +0.04% | +0.19% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-その他 | 3.42% | -0.20% | -3.91% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.96% | +0.44% | +3.03% | |
| 11 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-その他 | 2.49% | +0.05% | — | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 2.34% | — | -1.65% | |
| 13 | DFIC | Dimensional International Co | ETF-その他 | 1.99% | — | -4.97% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.98% | -0.13% | +3.81% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.98% | — | -1.68% | |
| 16 | DFAI | Dimensional International Co | ETF-その他 | 1.94% | -0.14% | +0.78% | |
| 17 | DFSD | Dimensional Short Duration | ETF-その他 | 1.83% | +0.02% | — | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.77% | +0.56% | +4.92% | |
| 19 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 1.71% | — | -2.54% | |
| 20 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.33% | -0.35% | +4.35% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.24% | +0.28% | +7.20% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.21% | -0.31% | -1.01% | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.14% | -0.48% | -1.66% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.10% | — | +4.43% | |
| 25 | DFAT | Dimensional US Target Value | ETF-その他 | 1.05% | — | -2.18% | |
| 26 | DIHP | Dimensional International Hi | ETF-その他 | 1.02% | — | -3.97% | |
| 27 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.00% | +0.11% | -4.07% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.97% | +0.18% | -0.44% | |
| 29 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.93% | — | -5.97% | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.87% | -0.29% | -6.06% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.86% | -0.21% | -3.22% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | -0.12% | +15.98% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.78% | — | +2.68% | |
| 34 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.73% | -0.15% | — | |
| 35 | DISV | Dimensional International Sm | ETF-その他 | 0.71% | — | -8.39% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.69% | — | -3.21% | |
| 37 | MBB | Ishares Mbs ETF | ETF-その他 | 0.65% | — | -4.48% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | -2.21% | |
| 39 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.64% | -0.10% | -2.32% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.64% | -0.17% | +0.22% | |
| 41 | AMAT | Applied Materials INC | 株式-IT | 0.63% | +0.05% | +0.16% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | -0.11% | -2.84% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | — | +0.88% | |
| 44 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.62% | — | +4.81% | |
| 45 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.61% | +0.43% | +11.22% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.60% | +0.21% | +4.79% | |
| 47 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.59% | — | +5.07% | |
| 48 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 0.55% | — | +0.20% | |
| 49 | ENPH | Enphase Energy INC | 株式-IT | 0.54% | +0.15% | +0.35% | |
| 50 | WM | Waste Management INC | 株式-資本財 | 0.46% | — | +0.01% |