CIK: 0001767601
申告総資産額
$6.3億
| # | 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 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 9.39% | +0.45% | +2.11% | |
| 2 | DFSD | Dimensional Short Duration | ETF-その他 | 9.06% | +0.30% | +0.68% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-その他 | 6.82% | -0.18% | -1.39% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 6.40% | -0.16% | +0.70% | |
| 5 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 5.58% | -0.15% | -20.55% | |
| 6 | DFIC | Dimensional International Co | ETF-その他 | 4.36% | +0.04% | -0.74% | |
| 7 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-その他 | 4.13% | +0.60% | +19.12% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 4.02% | +0.16% | +0.57% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 3.86% | +0.08% | +0.43% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 3.67% | -0.31% | +1.67% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.64% | +0.14% | -0.17% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.47% | +0.10% | +0.39% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.05% | -0.12% | -1.70% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.04% | -0.37% | -17.68% | |
| 15 | DFIV | Dimensional International Va | ETF-その他 | 2.90% | +0.09% | -3.04% | |
| 16 | DIHP | Dimensional International Hi | ETF-その他 | 2.34% | +0.04% | +1.20% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.00% | -0.48% | -0.76% | |
| 18 | DFIP | Dimensional Inflation-protec | ETF-その他 | 1.98% | +0.06% | +2.17% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.32% | -0.13% | -3.30% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.15% | -0.04% | -2.41% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.06% | -0.05% | -0.25% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.99% | -0.02% | -12.52% | |
| 23 | DFAI | Dimensional International Co | ETF-その他 | 0.84% | +0.05% | +3.02% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 0.80% | -0.11% | +3.44% | |
| 25 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.78% | — | -0.65% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.78% | — | -2.46% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.65% | +0.03% | +2.41% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.59% | +0.11% | +42.80% | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.50% | — | -3.54% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.49% | — | +0.37% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.45% | — | -3.41% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.45% | -0.10% | +31.51% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.40% | -0.01% | -8.59% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.40% | — | +9.02% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.38% | -0.03% | -0.25% | |
| 36 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.36% | -0.02% | -11.81% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.35% | — | +0.23% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.33% | -0.03% | -1.68% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.32% | -0.01% | -1.05% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | -0.21% | -9.04% | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.31% | — | -12.66% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.31% | -0.03% | -0.44% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.31% | -0.04% | — | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.29% | -0.01% | — | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.25% | — | -1.73% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.24% | — | +1.56% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.23% | — | — | |
| 48 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.22% | — | -1.35% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.21% | — | -10.66% | |
| 50 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.19% | — | +4.46% |