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 | 24.54% | -0.38% | +7.25% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-その他 | 13.41% | +0.15% | +9.98% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 12.61% | -0.69% | +1.55% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.92% | -0.40% | +8.28% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 5.98% | — | +12.87% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.47% | -0.06% | +0.72% | |
| 7 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.20% | -0.22% | +5.37% | |
| 8 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.07% | -0.07% | +9.63% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.01% | +0.02% | -3.15% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.64% | +0.03% | -2.75% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.31% | -0.01% | -8.55% | |
| 12 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.23% | +0.02% | +18.81% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.10% | -0.14% | -4.30% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | -0.07% | -0.10% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.75% | — | -11.85% | |
| 16 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 0.71% | — | -53.54% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.69% | — | -10.03% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 0.59% | -0.03% | +0.42% | |
| 19 | JEF | Jefferies Financial Group In | 株式-金融 | 0.59% | -0.18% | — | |
| 20 | SWKS | Skyworks Solutions INC | 株式-IT | 0.58% | — | +0.62% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 0.53% | -0.02% | -15.50% | |
| 22 | T | At&t INC | 株式-通信サービス | 0.50% | — | -22.08% | |
| 23 | ARKK | Ark Innovation ETF | ETF-その他 | 0.48% | — | -40.51% | |
| 24 | DFSD | Dimensional Short Duration | ETF-その他 | 0.48% | — | +9.88% | |
| 25 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.46% | — | +164.14% | |
| 26 | CMF | Ishares California Muni Bond | ETF-その他 | 0.45% | — | -13.27% | |
| 27 | DFAT | Dimensional US Target Value | ETF-その他 | 0.39% | — | -3.66% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | -0.20% | +27.76% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.37% | -0.04% | -2.23% | |
| 30 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.37% | +0.10% | -1.64% | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.37% | — | -12.31% | |
| 32 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.37% | — | +16.84% | |
| 33 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.34% | — | — | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.34% | — | -3.25% | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.33% | — | -8.24% | |
| 36 | NFLX | Netflix INC | 株式-通信サービス | 0.32% | — | +1.96% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | +0.11% | -12.02% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | — | -3.13% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | -0.01% | -0.41% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.28% | — | -2.89% | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.28% | — | -0.43% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.27% | -0.04% | +4.40% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.26% | -0.05% | -2.56% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.25% | +0.09% | -0.40% | |
| 45 | AMD | Advanced Micro Devices | 株式-IT | 0.24% | — | -1.94% | |
| 46 | VFH | Vanguard Financials ETF | ETF-その他 | 0.23% | — | -9.41% | |
| 47 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.22% | — | +2.24% | |
| 48 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.21% | — | -30.75% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.21% | — | -2.27% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.20% | — | -4.28% |