CIK: 0001989672
申告総資産額
$5.7億
| # | 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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 23.10% | -0.86% | +5.41% | |
| 2 | DFAI | Dimensional International Co | ETF-その他 | 13.41% | +0.27% | +11.59% | |
| 3 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 10.26% | +0.32% | +271.56% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 8.95% | -1.89% | -5.27% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 6.97% | +0.29% | +14.81% | |
| 6 | DFSD | Dimensional Short Duration | ETF-その他 | 6.56% | +0.15% | +27.12% | |
| 7 | DFNM | Dimensional National Muni Bd | ETF-その他 | 5.48% | -0.09% | +21.17% | |
| 8 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 5.35% | +0.70% | +30.76% | |
| 9 | DAVA | Endava Plc- Spon Adr | 株式-その他 | 4.56% | — | +316.34% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.89% | — | -3.36% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.14% | +0.09% | -0.37% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.12% | — | -26.61% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.03% | — | +320.28% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | -0.22% | +3.59% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.92% | -0.13% | +1.83% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.62% | — | -3.77% | |
| 17 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 0.57% | — | +2.35% | |
| 18 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.52% | — | +22.76% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 0.43% | -0.06% | +3.28% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | -0.11% | +5.39% | |
| 21 | LRCXEUR | Lam Research CORP | 株式-IT | 0.36% | — | +0.38% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.35% | +0.21% | +0.56% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | +22.60% | |
| 24 | PCAR | Paccar INC | 株式-資本財 | 0.33% | — | +0.18% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.31% | +0.11% | NEW | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.28% | — | -1.72% | |
| 27 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 0.28% | +0.02% | -30.64% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | — | -0.43% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.25% | +0.45% | +4.47% | |
| 30 | CRM | Salesforce INC | 株式-IT | 0.23% | — | +5.59% | |
| 31 | DFAT | Dimensional US Target Value | ETF-その他 | 0.23% | — | — | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.22% | -0.20% | +4.44% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.22% | — | — | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.19% | — | -0.25% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.17% | — | -2.30% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.16% | — | -0.42% | |
| 37 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.16% | — | — | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | +0.04% | +1.99% | |
| 39 | DFIV | Dimensional International Va | ETF-その他 | 0.14% | — | — | |
| 40 | DISV | Dimensional International Sm | ETF-その他 | 0.13% | +0.12% | — | |
| 41 | INTC | Intel CORP | 株式-IT | 0.10% | — | +1.79% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.10% | — | +0.77% | |
| 43 | ADP | Automatic Data Processing | 株式-IT | 0.10% | — | -1.08% | |
| 44 | ROUS | Hartford Multifact US Eqty | ETF-その他 | 0.10% | — | — | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.09% | — | — | |
| 46 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 0.09% | — | +0.11% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.09% | — | +1.43% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.09% | — | — | |
| 49 | ADBE | Adobe INC | 株式-IT | 0.08% | — | — | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.08% | +0.04% | NEW |