CIK: 0002109850
申告総資産額
$1.2億
| # | 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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 25.61% | — | — | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-その他 | 17.47% | +1.19% | — | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 8.78% | +0.25% | — | |
| 4 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 6.46% | +0.10% | — | |
| 5 | AVDE | Avantis International Equity | ETF-その他 | 5.16% | +0.28% | — | |
| 6 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 3.88% | +0.15% | — | |
| 7 | DFIC | Dimensional International Co | ETF-その他 | 2.36% | +0.10% | — | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.34% | -1.04% | — | |
| 9 | AVIG | Avantis Core Fixed Income | ETF-その他 | 2.19% | -0.16% | — | |
| 10 | AVRE | Avantis Real Estate ETF | ETF-その他 | 1.81% | +0.14% | — | |
| 11 | DFAT | Dimensional US Target Value | ETF-その他 | 1.71% | +0.10% | — | |
| 12 | AAPL | Apple INC | 株式-IT | 1.48% | -0.07% | — | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.45% | +0.06% | — | |
| 14 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 1.22% | +0.16% | — | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.10% | +0.06% | — | |
| 16 | DFCA | Dimensional Calfornia Mb ETF | ETF-その他 | 1.03% | -0.03% | — | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -0.21% | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.97% | -0.13% | — | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.95% | -0.12% | — | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.85% | — | — | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.75% | +0.08% | — | |
| 22 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.70% | +0.04% | — | |
| 23 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.69% | +0.05% | — | |
| 24 | TCBK | Trico Bancshares | 株式-その他 | 0.64% | — | — | |
| 25 | TAXF | American Century Diver Muni | ETF-その他 | 0.51% | +0.05% | — | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.45% | -0.14% | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | -0.06% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | -0.02% | — | |
| 29 | DFAW | Dimensional World Eqty ETF | ETF-その他 | 0.44% | +0.03% | — | |
| 30 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 0.43% | — | — | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.39% | -0.16% | — | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.38% | -0.13% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | -0.01% | — | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.34% | +0.34% | — | |
| 35 | DFSD | Dimensional Short Duration | ETF-その他 | 0.34% | -0.09% | — | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.33% | -0.10% | — | |
| 37 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 0.32% | +0.20% | — | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.31% | -0.05% | — | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.30% | -0.02% | — | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.28% | -0.02% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.28% | -0.28% | EXIT | |
| 42 | DFAI | Dimensional International Co | ETF-その他 | 0.28% | — | — | |
| 43 | AVSF | Avantis Short-term Fixed INC | ETF-その他 | 0.27% | — | — | |
| 44 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.26% | -0.01% | — | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.24% | — | — | |
| 46 | BCML | Baycom CORP | 株式-その他 | 0.24% | — | — | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.22% | +0.03% | — | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.22% | -0.22% | EXIT | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | -0.02% | — | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.20% | -0.01% | — |