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 | 13.27% | -0.65% | +1.85% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 11.28% | +0.10% | +2.54% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 8.25% | +0.19% | +2.08% | |
| 4 | DFSD | Dimensional Short Duration | ETF-その他 | 8.22% | +0.13% | +3.19% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 7.94% | -0.35% | +2.10% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 5.52% | +0.52% | +2.53% | |
| 7 | DIHP | Dimensional International Hi | ETF-その他 | 5.11% | -0.03% | +3.02% | |
| 8 | DFIV | Dimensional International Va | ETF-その他 | 4.59% | -0.01% | +2.57% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 4.11% | -0.08% | +2.72% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 4.11% | -0.12% | +1.71% | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 3.49% | +0.09% | +2.69% | |
| 12 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 3.21% | -0.06% | +2.72% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.09% | +0.04% | +4.22% | |
| 14 | DFAI | Dimensional International Co | ETF-その他 | 2.95% | -0.06% | +3.29% | |
| 15 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 1.83% | +0.07% | +0.76% | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.97% | -0.03% | -3.52% | |
| 17 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.85% | -0.02% | +0.55% | |
| 18 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 0.72% | — | +5.45% | |
| 19 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.67% | -0.03% | +2.13% | |
| 20 | DISV | Dimensional International Sm | ETF-その他 | 0.67% | -0.06% | +2.08% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | -0.05% | — | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 0.60% | +0.01% | +3.01% | |
| 23 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.59% | -0.06% | -3.43% | |
| 24 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 0.58% | — | -0.52% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.47% | +0.02% | -1.71% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.46% | -0.10% | — | |
| 27 | DFIC | Dimensional International Co | ETF-その他 | 0.40% | +0.01% | -0.83% | |
| 28 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.39% | +0.06% | -3.19% | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.36% | -0.01% | -2.81% | |
| 30 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.34% | — | -0.76% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.33% | +0.01% | — | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.32% | +0.05% | +0.02% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | -0.04% | — | |
| 34 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.31% | — | +0.84% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.28% | -0.01% | +2.08% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.27% | -0.01% | +32.32% | |
| 37 | AVMU | Avantis Core Municipal Fixed | ETF-その他 | 0.24% | — | — | |
| 38 | NTRS | Northern Trust CORP | 株式-金融 | 0.24% | -0.01% | — | |
| 39 | AVDE | Avantis International Equity | ETF-その他 | 0.23% | -0.01% | -3.25% | |
| 40 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-その他 | 0.22% | — | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.22% | — | +36.61% | |
| 42 | AVIG | Avantis Core Fixed Income | ETF-その他 | 0.20% | +0.02% | — | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.19% | — | -8.19% | |
| 44 | AVSF | Avantis Short-term Fixed INC | ETF-その他 | 0.18% | -0.01% | -9.44% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.17% | — | — | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.16% | -0.03% | -8.90% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.16% | -0.03% | — | |
| 48 | VTV | Vanguard Value ETF | ETF-その他 | 0.15% | — | — | |
| 49 | ✓ | 374water INC | 株式-その他 | 0.15% | — | -25.66% |