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 | 22.97% | -0.86% | +5.35% | |
| 2 | DFAI | Dimensional International Co | ETF-その他 | 12.21% | +0.27% | +4.12% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 9.42% | -1.89% | +16.90% | |
| 4 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 7.99% | +0.32% | +1.15% | |
| 5 | DFSD | Dimensional Short Duration | ETF-その他 | 7.27% | +0.15% | +6.66% | |
| 6 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 7.23% | +0.70% | +17.57% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 6.68% | +0.29% | +6.05% | |
| 8 | DFNM | Dimensional National Muni Bd | ETF-その他 | 4.68% | -0.09% | +6.78% | |
| 9 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.84% | +0.09% | -3.83% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.70% | +0.21% | -1.95% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | -0.22% | -3.53% | |
| 12 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.18% | — | -0.83% | |
| 13 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.96% | — | +20.57% | |
| 14 | AAPL | Apple INC | 株式-IT | 0.94% | -0.13% | +2.02% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.88% | — | -15.43% | |
| 16 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 0.83% | — | +23.38% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.78% | — | -8.29% | |
| 18 | DAVA | Endava Plc- Spon Adr | 株式-その他 | 0.62% | — | +15.42% | |
| 19 | DFSB | Dim Glb Sustain Fix INC ETF | ETF-その他 | 0.48% | +0.02% | +81.60% | |
| 20 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 0.43% | +0.02% | +27.54% | |
| 21 | PCAR | Paccar INC | 株式-資本財 | 0.40% | — | -2.57% | |
| 22 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.37% | — | — | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | — | +1.16% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.34% | -0.11% | +0.56% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.32% | — | -4.48% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | +1.21% | |
| 27 | LRCXEUR | Lam Research CORP | 株式-IT | 0.30% | — | -0.07% | |
| 28 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 0.29% | — | -37.20% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.28% | -0.20% | +8.36% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.28% | -0.06% | +1.43% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.27% | — | +1.13% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.22% | -0.11% | +2000.00% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.22% | — | +0.55% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.20% | -0.04% | — | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.20% | — | +7.23% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.18% | +0.45% | +0.67% | |
| 37 | DFAT | Dimensional US Target Value | ETF-その他 | 0.17% | — | — | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.17% | — | -1.60% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.15% | — | +1.26% | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.15% | — | +13.83% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.15% | — | +6.11% | |
| 42 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.15% | — | — | |
| 43 | PGR | Progressive CORP | 株式-金融 | 0.14% | — | +0.81% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.14% | — | +0.30% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.14% | — | +3.48% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.13% | -0.07% | EXIT | |
| 47 | AMAT | Applied Materials INC | 株式-IT | 0.13% | +0.04% | -6.33% | |
| 48 | DISV | Dimensional International Sm | ETF-その他 | 0.13% | +0.12% | +0.08% | |
| 49 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 0.13% | — | — | |
| 50 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.13% | — | — |