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 | 55.53% | +0.95% | -3.55% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-その他 | 12.13% | +0.46% | +91.17% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 7.85% | -0.40% | -3.41% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 4.98% | +0.69% | -0.42% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.71% | +0.86% | +17.29% | |
| 6 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 3.76% | +0.14% | -6.05% | |
| 7 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 2.53% | +0.19% | +26.57% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.51% | -0.23% | -12.73% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.16% | -0.19% | -12.51% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.98% | +0.09% | -6.66% | |
| 11 | AAPL | Apple INC | 株式-IT | 0.51% | -1.31% | -33.49% | |
| 12 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.43% | — | -36.17% | |
| 13 | AES | Aes CORP | 株式-公益事業 | 0.38% | -0.58% | EXIT | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | -0.08% | -14.56% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.24% | +0.10% | +31.21% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.23% | +0.07% | +27.80% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.17% | -0.09% | +7.75% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.15% | -0.26% | EXIT | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 0.12% | — | -3.77% | |
| 20 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 0.12% | — | -20.11% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.11% | — | — | |
| 22 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.11% | -0.26% | -54.54% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.10% | — | +0.15% | |
| 24 | MU | Micron Technology INC | 株式-IT | 0.10% | +0.03% | -13.78% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 0.09% | +0.02% | +0.31% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.08% | +0.13% | NEW | |
| 27 | CRM | Salesforce INC | 株式-IT | 0.08% | -0.06% | EXIT | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.07% | -0.01% | +4.90% | |
| 29 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.07% | -0.01% | +13.06% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.06% | -0.08% | EXIT | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.06% | — | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.06% | — | — | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.06% | — | +0.24% | |
| 34 | UIS | Unisys CORP | 株式-その他 | 0.04% | — | — | |
| 35 | DAKT | Daktronics INC | 株式-その他 | 0.03% | — | — | |
| 36 | VIAV | Viavi Solutions INC | 株式-IT | 0.03% | +0.04% | — | |
| 37 | ERIC | Ericsson (lm) Tel-sp Adr | 株式-IT | 0.03% | — | — | |
| 38 | NOK | Nokia Corp-spon Adr | 株式-IT | 0.02% | — | — | |
| 39 | EGY | Vaalco Energy INC | 株式-その他 | 0.02% | — | — |