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 | 22.85% | -0.86% | +6.83% | |
| 2 | DFAI | Dimensional International Co | ETF-その他 | 12.20% | +0.27% | +5.91% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 9.33% | -1.89% | -0.06% | |
| 4 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 7.59% | +0.32% | +5.52% | |
| 5 | DFSD | Dimensional Short Duration | ETF-その他 | 7.48% | +0.15% | +8.13% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 6.62% | +0.29% | +9.18% | |
| 7 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 6.55% | +0.70% | +13.61% | |
| 8 | DFNM | Dimensional National Muni Bd | ETF-その他 | 4.80% | -0.09% | +7.67% | |
| 9 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.04% | +0.09% | -7.75% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.96% | +0.21% | +2501.43% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.70% | -0.22% | +14.34% | |
| 12 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.25% | — | -3.34% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.14% | — | +2.56% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.04% | — | +6.05% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.93% | -0.13% | +0.22% | |
| 16 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.83% | — | +17.73% | |
| 17 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 0.69% | — | +32.33% | |
| 18 | DAVA | Endava Plc- Spon Adr | 株式-その他 | 0.68% | — | -40.48% | |
| 19 | PCAR | Paccar INC | 株式-資本財 | 0.48% | — | -16.71% | |
| 20 | LRCXEUR | Lam Research CORP | 株式-IT | 0.43% | — | +0.72% | |
| 21 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 0.42% | — | +85.65% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.42% | -0.11% | +2.85% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.39% | — | -0.87% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.36% | — | +8.12% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | — | +36.54% | |
| 26 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 0.35% | +0.02% | +42.82% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | — | +6.37% | |
| 28 | DFSB | Dim Glb Sustain Fix INC ETF | ETF-その他 | 0.28% | +0.02% | +56.27% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | — | +1.14% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.24% | -0.20% | -9.69% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.23% | -0.06% | -4.88% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.23% | — | +16.53% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.22% | -0.04% | +25.71% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.19% | — | +52.65% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.19% | +0.45% | +6.52% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.19% | — | +13.51% | |
| 37 | AMAT | Applied Materials INC | 株式-IT | 0.18% | +0.04% | +1.31% | |
| 38 | DFAT | Dimensional US Target Value | ETF-その他 | 0.18% | — | -0.92% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.16% | — | +0.90% | |
| 40 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.16% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.15% | — | +73.24% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.15% | — | +4.44% | |
| 43 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 0.14% | — | — | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.14% | — | -17.23% | |
| 45 | VUG | Vanguard Growth ETF | ETF-その他 | 0.14% | — | -0.92% | |
| 46 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.14% | — | — | |
| 47 | DISV | Dimensional International Sm | ETF-その他 | 0.14% | +0.12% | +0.01% | |
| 48 | DFIV | Dimensional International Va | ETF-その他 | 0.13% | — | — | |
| 49 | PGR | Progressive CORP | 株式-金融 | 0.13% | — | +1.20% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.13% | — | — |