CIK: 0002056100
申告総資産額
$1.7億
上位200銘柄を表示中（全268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 | DFIV | Dimensional International Va | ETF-その他 | 11.58% | -0.01% | +0.58% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 9.33% | +0.04% | +4.08% | |
| 3 | DFAT | Dimensional US Target Value | ETF-その他 | 8.40% | -0.12% | -1.60% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-その他 | 8.24% | -0.33% | +12.68% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 7.20% | +0.31% | +9.26% | |
| 6 | DIHP | Dimensional International Hi | ETF-その他 | 4.98% | +0.02% | +28.27% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.65% | +0.12% | +18.83% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 4.29% | -0.08% | -3.58% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.85% | +0.29% | +29.93% | |
| 10 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 3.04% | +0.16% | +16.18% | |
| 11 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 3.03% | -0.01% | +7.36% | |
| 12 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 2.88% | +0.58% | +12.25% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.78% | +0.09% | +5.09% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.74% | -0.33% | -0.44% | |
| 15 | DISV | Dimensional International Sm | ETF-その他 | 2.72% | +0.09% | +2.83% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.41% | -0.21% | +66.67% | |
| 17 | DFIS | Dimensional International Sm | ETF-その他 | 1.69% | — | -3.74% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.55% | +0.08% | +4.63% | |
| 19 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 1.48% | +0.60% | +11.97% | |
| 20 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 1.45% | -0.03% | +58.73% | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.31% | -0.02% | +17.57% | |
| 22 | AVSF | Avantis Short-term Fixed INC | ETF-その他 | 1.30% | +0.23% | +18.34% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.02% | -0.15% | +0.84% | |
| 24 | VLO | Valero Energy CORP | 株式-エネルギー | 0.54% | -0.50% | EXIT | |
| 25 | DFSD | Dimensional Short Duration | ETF-その他 | 0.46% | — | — | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.37% | +0.01% | +0.40% | |
| 27 | AVDE | Avantis International Equity | ETF-その他 | 0.34% | — | — | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.32% | — | -1.05% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.31% | -0.05% | — | |
| 30 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.27% | — | -17.49% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.25% | — | — | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.25% | -0.06% | +13.85% | |
| 33 | SBCF | Seacoast Banking Corp/fl | 株式-その他 | 0.23% | — | — | |
| 34 | KBH | Kb Home | 株式-一般消費財 | 0.19% | +0.10% | — | |
| 35 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.19% | -0.05% | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.18% | — | +75.87% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.15% | -0.01% | +2.11% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.14% | — | +2.85% | |
| 39 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.12% | — | — | |
| 40 | RTX | Rtx CORP | 株式-資本財 | 0.12% | — | — | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.12% | -0.06% | +13.33% | |
| 42 | DHI | Dr Horton INC | 株式-一般消費財 | 0.11% | — | — | |
| 43 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.11% | — | — | |
| 44 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 0.11% | — | — | |
| 45 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.10% | — | — | |
| 46 | T | At&t INC | 株式-通信サービス | 0.09% | — | — | |
| 47 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.09% | — | — | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.08% | -0.04% | +61.02% | |
| 49 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.08% | +0.01% | — | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.08% | -0.04% | +70.10% |