CIK: 0002056447
申告総資産額
$3.8億
| # | 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 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 18.77% | -18.77% | EXIT | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 8.09% | -8.09% | EXIT | |
| 3 | DFIV | Dimensional International Va | ETF-その他 | 6.96% | -6.96% | EXIT | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 6.86% | -6.62% | -0.57% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 5.74% | +0.47% | +5.59% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 5.68% | -5.68% | EXIT | |
| 7 | ✓ | Dimensional Etftrust | ETF-その他 | 5.41% | -5.41% | EXIT | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 4.79% | -0.06% | +0.49% | |
| 9 | DFAT | Dimensional US Target Value | ETF-その他 | 4.68% | -4.68% | EXIT | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 4.61% | -4.61% | EXIT | |
| 11 | DFAW | Dimensional World Eqty ETF | ETF-その他 | 3.72% | -3.72% | EXIT | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.53% | — | -1.10% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.11% | -2.06% | -1.28% | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.99% | -1.99% | EXIT | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.63% | -1.63% | EXIT | |
| 16 | DFIS | Dimensional International Sm | ETF-その他 | 1.40% | -1.40% | EXIT | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.32% | -1.32% | EXIT | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.26% | — | +0.15% | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.22% | -1.22% | EXIT | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.07% | -1.07% | EXIT | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.92% | — | -1.84% | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.84% | -0.84% | EXIT | |
| 23 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 0.72% | — | -2.20% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.64% | — | — | |
| 25 | AVSF | Avantis Short-term Fixed INC | ETF-その他 | 0.63% | — | +35.82% | |
| 26 | NUEPF | Nu E Power CORP | 株式-その他 | 0.63% | -0.63% | EXIT | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.62% | — | — | |
| 28 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.51% | -0.51% | EXIT | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.40% | — | +0.84% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.36% | — | -0.13% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.32% | -0.32% | EXIT | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.31% | — | — | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.28% | — | — | |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.25% | -0.25% | EXIT | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | — | +0.42% | |
| 36 | CAT | Caterpillar INC | 株式-資本財 | 0.21% | — | — | |
| 37 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.20% | — | — | |
| 38 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.16% | — | +2.00% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.15% | — | +0.12% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.14% | — | — | |
| 41 | PRIV | Ss Ig Publ Priv Cred Etf-usd | ETF-その他 | 0.13% | -0.13% | EXIT | |
| 42 | DISV | Dimensional International Sm | ETF-その他 | 0.12% | -0.12% | EXIT | |
| 43 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 0.12% | -0.12% | EXIT | |
| 44 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.12% | -0.12% | EXIT | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.11% | — | — | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.10% | — | — | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.09% | — | — | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.09% | — | — | |
| 49 | RTX | Rtx CORP | 株式-資本財 | 0.09% | — | — | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.08% | — | +3.06% |