CIK: 0001914606
申告総資産額
$4.2億
| # | 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 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 52.98% | +0.95% | -2.57% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 7.50% | -0.40% | +0.87% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-その他 | 5.72% | +0.46% | -2.63% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 4.75% | +0.69% | -1.32% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.14% | -0.23% | +33.11% | |
| 6 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 3.53% | +0.14% | -1.72% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.29% | +0.86% | +6.28% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.86% | -1.31% | +165.35% | |
| 9 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 1.82% | +0.19% | -1.41% | |
| 10 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 1.45% | — | -0.72% | |
| 11 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-その他 | 1.44% | — | -1.19% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.23% | -0.19% | -5.49% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.11% | +0.09% | -12.89% | |
| 14 | DISV | Dimensional International Sm | ETF-その他 | 1.07% | — | -1.46% | |
| 15 | DIHP | Dimensional International Hi | ETF-その他 | 1.04% | — | -1.39% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.54% | — | +7.40% | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.51% | -0.26% | +142.40% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.51% | — | — | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | +0.07% | +406.78% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | -0.26% | EXIT | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.49% | -0.34% | EXIT | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | -0.08% | +50.53% | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 0.31% | — | — | |
| 24 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.27% | -0.17% | EXIT | |
| 25 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 0.25% | — | +1.35% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.24% | -0.09% | +39.89% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.18% | +0.13% | NEW | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.17% | +0.10% | — | |
| 29 | TMUS | T-mobile US INC | 株式-通信サービス | 0.17% | — | — | |
| 30 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 0.14% | — | -1.58% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.13% | +0.12% | NEW | |
| 32 | BA | Boeing Co/the | 株式-資本財 | 0.12% | -0.01% | +187.22% | |
| 33 | MU | Micron Technology INC | 株式-IT | 0.12% | +0.03% | -1.31% | |
| 34 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.11% | — | +1.10% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.11% | +0.08% | +143.00% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.11% | — | +1.03% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.09% | — | — | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.09% | — | +4.98% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.08% | +0.09% | NEW | |
| 40 | MSI | Motorola Solutions INC | 株式-IT | 0.08% | -0.05% | EXIT | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.08% | — | -37.30% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.07% | — | +1.52% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.06% | +0.09% | NEW | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.06% | -0.02% | — | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.06% | +0.02% | — | |
| 46 | FIS | Fidelity National Info Serv | 株式-IT | 0.05% | — | — | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.05% | -0.05% | EXIT | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.05% | — | — | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.05% | — | — | |
| 50 | VUG | Vanguard Growth ETF | ETF-その他 | 0.05% | -0.01% | -1.97% |