CIK: 0002074052
申告総資産額
$31.9億
上位200銘柄を表示中（全267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 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 26.46% | -7.43% | -4.55% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 17.06% | -3.88% | +11.23% | |
| 3 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 8.42% | -1.46% | +17.32% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 4.41% | -1.05% | -2.01% | |
| 5 | DFIC | Dimensional International Co | ETF-その他 | 4.23% | -0.79% | +10.36% | |
| 6 | DFSB | Dim Glb Sustain Fix INC ETF | ETF-その他 | 4.13% | -0.86% | +9.85% | |
| 7 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 3.87% | -1.08% | +2.55% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.44% | -0.76% | +9.69% | |
| 9 | DFAI | Dimensional International Co | ETF-その他 | 3.43% | -0.66% | +8.10% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 3.09% | -0.58% | +5.90% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.77% | -0.38% | +24.95% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.73% | -0.34% | +62.67% | |
| 13 | DFIV | Dimensional International Va | ETF-その他 | 2.34% | -0.56% | -1.64% | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.86% | -0.34% | +7.52% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.84% | -0.39% | +2.89% | |
| 16 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 1.79% | -0.46% | +7.08% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.53% | -0.43% | -22.16% | |
| 18 | DFSD | Dimensional Short Duration | ETF-その他 | 1.45% | -0.25% | +10.19% | |
| 19 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 1.11% | -0.26% | +1.83% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.01% | -0.27% | -4.77% | |
| 21 | DFAW | Dimensional World Eqty ETF | ETF-その他 | 0.47% | — | -0.01% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.35% | — | -11.20% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.24% | -0.07% | -7.78% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | -0.09% | -0.37% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.20% | -0.09% | -11.21% | |
| 26 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.18% | -0.06% | -20.46% | |
| 27 | VGSR | Vert Glb Sust Re ETF | ETF-その他 | 0.16% | -0.01% | — | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.14% | — | -9.00% | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.10% | — | -26.35% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.09% | — | +13.72% | |
| 31 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.09% | — | -6.15% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.07% | -0.05% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.06% | -0.05% | +18.44% | |
| 34 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.04% | — | +13.89% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.04% | — | -6.40% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.03% | -0.02% | +23.24% | |
| 37 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.03% | — | — | |
| 38 | DFAT | Dimensional US Target Value | ETF-その他 | 0.03% | — | +8.48% | |
| 39 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 0.02% | — | +0.27% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.02% | — | +2.58% | |
| 41 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.02% | — | — | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.02% | — | +29.72% | |
| 43 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.02% | — | +0.35% | |
| 44 | BLK | Blackrock INC | 株式-金融 | 0.02% | — | +0.38% | |
| 45 | NTES | Netease Inc-adr | 株式-通信サービス | 0.01% | — | +0.40% | |
| 46 | AMP | Ameriprise Financial INC | 株式-金融 | 0.01% | — | +0.18% | |
| 47 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.01% | — | -2.86% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.01% | — | +143.47% | |
| 49 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.01% | — | +30.22% | |
| 50 | REET | Ishares Global Reit ETF | ETF-その他 | 0.01% | — | — |