CIK: 0002056100
申告総資産額
$1.7億
上位200銘柄を表示中（全269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 | 12.00% | -0.01% | -0.90% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 9.15% | +0.04% | -2.77% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-その他 | 8.37% | -0.33% | +2.75% | |
| 4 | DFAT | Dimensional US Target Value | ETF-その他 | 8.29% | -0.12% | -0.11% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 7.25% | +0.31% | +0.84% | |
| 6 | DIHP | Dimensional International Hi | ETF-その他 | 5.02% | +0.02% | +0.07% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.61% | +0.12% | +0.21% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 4.12% | -0.08% | -2.22% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.54% | +0.29% | -7.30% | |
| 10 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 3.25% | +0.58% | +17.61% | |
| 11 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 3.08% | +0.16% | -0.85% | |
| 12 | DISV | Dimensional International Sm | ETF-その他 | 2.87% | +0.09% | +2.42% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.81% | -0.33% | -0.71% | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.75% | +0.09% | -0.91% | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 2.66% | -0.01% | -13.48% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.33% | -0.21% | — | |
| 17 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 1.63% | +0.60% | +14.90% | |
| 18 | DFIS | Dimensional International Sm | ETF-その他 | 1.60% | — | -5.71% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.53% | +0.08% | -0.37% | |
| 20 | AVSF | Avantis Short-term Fixed INC | ETF-その他 | 1.42% | +0.23% | +13.54% | |
| 21 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 1.41% | -0.03% | — | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.32% | -0.02% | -1.51% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.88% | -0.15% | — | |
| 24 | VLO | Valero Energy CORP | 株式-エネルギー | 0.50% | -0.50% | EXIT | |
| 25 | DFSD | Dimensional Short Duration | ETF-その他 | 0.45% | — | — | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.41% | +0.01% | — | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.39% | -0.05% | — | |
| 28 | AVDE | Avantis International Equity | ETF-その他 | 0.34% | — | — | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.30% | — | -4.24% | |
| 30 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.27% | — | +2.36% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.24% | — | — | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.24% | -0.06% | — | |
| 33 | SBCF | Seacoast Banking Corp/fl | 株式-その他 | 0.23% | — | — | |
| 34 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.22% | -0.05% | -2.44% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | — | — | |
| 36 | KBH | Kb Home | 株式-一般消費財 | 0.15% | +0.10% | -4.17% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | -0.01% | — | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.13% | — | +0.59% | |
| 39 | RTX | Rtx CORP | 株式-資本財 | 0.13% | — | — | |
| 40 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.12% | — | — | |
| 41 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 0.11% | — | — | |
| 42 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.11% | — | — | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.11% | -0.06% | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.10% | -0.04% | — | |
| 45 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.10% | — | — | |
| 46 | DHI | Dr Horton INC | 株式-一般消費財 | 0.09% | — | — | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.09% | -0.03% | — | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | -0.04% | — | |
| 49 | ROK | Rockwell Automation INC | 株式-資本財 | 0.08% | — | — | |
| 50 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.08% | — | — |