CIK: 0002012184
申告総資産額
$1.8億
| # | 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 | DUHP | Dimensional US High Profi Et | ETF-その他 | 12.51% | -0.65% | — | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 10.85% | +0.10% | — | |
| 3 | DFSD | Dimensional Short Duration | ETF-その他 | 8.77% | +0.13% | — | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 8.54% | +0.19% | — | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 7.49% | -0.35% | — | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 5.95% | +0.52% | — | |
| 7 | DIHP | Dimensional International Hi | ETF-その他 | 5.38% | -0.03% | — | |
| 8 | DFIV | Dimensional International Va | ETF-その他 | 4.54% | -0.01% | — | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 3.98% | -0.12% | — | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 3.90% | -0.08% | — | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 3.36% | +0.09% | — | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.27% | +0.04% | — | |
| 13 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 3.09% | -0.06% | — | |
| 14 | DFAI | Dimensional International Co | ETF-その他 | 2.91% | -0.06% | — | |
| 15 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 2.01% | +0.07% | — | |
| 16 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.09% | -0.02% | — | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.99% | -0.03% | — | |
| 18 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.89% | -0.03% | — | |
| 19 | DISV | Dimensional International Sm | ETF-その他 | 0.67% | -0.06% | — | |
| 20 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 0.65% | +0.01% | — | |
| 21 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 0.63% | — | — | |
| 22 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 0.62% | — | — | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.62% | -0.10% | — | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.57% | -0.06% | — | |
| 25 | AAPL | Apple INC | 株式-IT | 0.49% | +0.02% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | -0.05% | — | |
| 27 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.43% | +0.06% | — | |
| 28 | DFIC | Dimensional International Co | ETF-その他 | 0.40% | +0.01% | — | |
| 29 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.38% | — | — | |
| 30 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.38% | -0.01% | — | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.35% | +0.05% | — | |
| 32 | BSMR | Invesco Bulletshares 2027 Mb | ETF-その他 | 0.33% | — | — | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.32% | +0.01% | — | |
| 34 | STEW | Srh Total Return Fund INC | 株式-その他 | 0.32% | — | — | |
| 35 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-その他 | 0.29% | — | — | |
| 36 | AVSF | Avantis Short-term Fixed INC | ETF-その他 | 0.28% | -0.01% | — | |
| 37 | AVMU | Avantis Core Municipal Fixed | ETF-その他 | 0.28% | — | — | |
| 38 | NTRS | Northern Trust CORP | 株式-金融 | 0.26% | -0.01% | — | |
| 39 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-その他 | 0.26% | — | — | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.26% | -0.01% | — | |
| 41 | AVDE | Avantis International Equity | ETF-その他 | 0.25% | -0.01% | — | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.23% | -0.01% | — | |
| 43 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.21% | — | — | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.21% | +0.01% | — | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.21% | — | — | |
| 46 | ✓ | 374water INC | 株式-その他 | 0.13% | — | — |