CIK: 0001940678
申告総資産額
$3.9億
| # | 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 | 22.87% | -1.29% | +1.03% | |
| 2 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 13.27% | +0.79% | +4.44% | |
| 3 | DFSD | Dimensional Short Duration | ETF-その他 | 13.24% | +0.43% | +4.21% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 5.57% | -0.14% | -2.99% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 4.42% | +0.04% | -0.53% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-その他 | 4.42% | -0.14% | +9.53% | |
| 7 | DFIV | Dimensional International Va | ETF-その他 | 3.87% | — | -14.53% | |
| 8 | DFIC | Dimensional International Co | ETF-その他 | 3.52% | -0.16% | -2.63% | |
| 9 | DFAT | Dimensional US Target Value | ETF-その他 | 3.48% | +0.22% | -14.55% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 2.37% | +0.01% | -7.10% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.08% | +0.29% | -29.24% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.01% | +0.11% | -13.20% | |
| 13 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 1.89% | -0.11% | +1.95% | |
| 14 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.52% | -0.08% | -14.04% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.38% | — | +7.97% | |
| 16 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 1.15% | +0.04% | -7.06% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.14% | -0.11% | -2.54% | |
| 18 | DISV | Dimensional International Sm | ETF-その他 | 1.10% | -0.07% | -16.58% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.06% | -0.02% | +172.78% | |
| 20 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.06% | +0.11% | +5.85% | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.92% | +0.04% | +2404.20% | |
| 22 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.59% | +0.03% | +372.36% | |
| 23 | DFIS | Dimensional International Sm | ETF-その他 | 0.58% | +0.04% | -20.56% | |
| 24 | AVNV | Avantis All Intl Mkt Val ETF | ETF-その他 | 0.56% | +0.02% | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.52% | — | +0.10% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.46% | — | +9.08% | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.33% | — | +91.63% | |
| 28 | BND | Vanguard Total Bond Market | ETF-その他 | 0.31% | +0.04% | +2.16% | |
| 29 | AVSC | Avantis US Small Cap Equity | ETF-中小型株 | 0.30% | +0.01% | +719.48% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.28% | -0.06% | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.28% | -0.02% | +0.07% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.26% | -0.01% | +21.12% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | -0.02% | +0.04% | |
| 34 | DFAW | Dimensional World Eqty ETF | ETF-その他 | 0.24% | — | -13.30% | |
| 35 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.24% | — | +1.21% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.21% | -0.04% | -1.17% | |
| 37 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.16% | +0.01% | — | |
| 38 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.16% | — | +0.78% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.16% | — | -1.04% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.15% | -0.01% | -0.21% | |
| 41 | DFAI | Dimensional International Co | ETF-その他 | 0.14% | — | -2.42% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.13% | -0.02% | — | |
| 43 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.13% | -0.01% | -3.25% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.13% | -0.02% | — | |
| 45 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-その他 | 0.12% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.12% | -0.02% | -31.90% | |
| 47 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.12% | -0.01% | +0.02% | |
| 48 | AVDE | Avantis International Equity | ETF-その他 | 0.11% | — | +4865.69% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.09% | +0.04% | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.09% | -0.02% | +8.32% |