CIK: 0001846711
申告総資産額
$3.6億
| # | 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 | 20.92% | -0.38% | +21.71% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 13.38% | -0.69% | -6.15% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-その他 | 10.78% | +0.15% | +23.59% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.67% | -0.40% | +11.63% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 4.62% | — | +26.26% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.16% | -0.06% | +3.37% | |
| 7 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.37% | -0.22% | -3.13% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.05% | +0.02% | -4.38% | |
| 9 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 2.03% | — | -1.95% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.99% | -0.07% | +3.29% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.80% | +0.03% | -15.30% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.80% | -0.01% | -21.45% | |
| 13 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.20% | +0.02% | +48.70% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.12% | -0.14% | +0.89% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.11% | — | -5.75% | |
| 16 | HEI-A | Heico Corp-class A | 株式-その他 | 1.09% | — | — | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | -0.07% | +3.12% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.97% | — | -16.49% | |
| 19 | ARKK | Ark Innovation ETF | ETF-その他 | 0.96% | — | -8.66% | |
| 20 | SWKS | Skyworks Solutions INC | 株式-IT | 0.74% | — | +0.58% | |
| 21 | T | At&t INC | 株式-通信サービス | 0.71% | — | +2.24% | |
| 22 | CMF | Ishares California Muni Bond | ETF-その他 | 0.71% | — | -12.15% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 0.60% | -0.02% | -8.34% | |
| 24 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.60% | +0.10% | -12.77% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.60% | — | -31.70% | |
| 26 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.60% | — | -42.96% | |
| 27 | JEF | Jefferies Financial Group In | 株式-金融 | 0.56% | -0.18% | — | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.54% | -0.20% | +16.81% | |
| 29 | DFSD | Dimensional Short Duration | ETF-その他 | 0.53% | — | +133.42% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | +0.09% | +16.83% | |
| 31 | DFAT | Dimensional US Target Value | ETF-その他 | 0.51% | — | -25.93% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.50% | — | -7.84% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | -0.04% | +3.12% | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.44% | — | -4.38% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.11% | -7.26% | |
| 36 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.40% | — | +49.58% | |
| 37 | BA | Boeing Co/the | 株式-資本財 | 0.39% | — | -12.71% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.36% | -0.03% | +3.18% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | — | +6.94% | |
| 40 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.30% | — | -5.10% | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.30% | — | -28.86% | |
| 42 | NFLX | Netflix INC | 株式-通信サービス | 0.28% | — | -0.98% | |
| 43 | VFH | Vanguard Financials ETF | ETF-その他 | 0.28% | — | -8.82% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | -0.01% | +4.39% | |
| 45 | REM | Ishares Mortgage Real Estate | ETF-その他 | 0.28% | — | -5.98% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | — | +6.37% | |
| 47 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.27% | — | -8.31% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | -0.04% | -2.65% | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.26% | -0.05% | — | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | — | -5.53% |