CIK: 0002055324
申告総資産額
$1.7億
| # | 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 | 16.77% | -0.73% | +6.94% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 10.72% | -0.15% | +3.37% | |
| 3 | DFIC | Dimensional International Co | ETF-その他 | 9.97% | +0.73% | +4.44% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-その他 | 9.77% | -0.46% | +9.78% | |
| 5 | DFIP | Dimensional Inflation-protec | ETF-その他 | 8.66% | -0.32% | +26.41% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 8.10% | +0.01% | +7.24% | |
| 7 | DFAT | Dimensional US Target Value | ETF-その他 | 5.15% | -0.44% | -0.25% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.97% | -0.75% | +3.04% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 4.64% | +0.58% | +4.94% | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.40% | +4.76% | +6.80% | |
| 11 | VBIL | Vanguard 0-3m T-bill ETF | ETF-その他 | 2.16% | -0.27% | -1.58% | |
| 12 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.85% | +0.17% | +9.35% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.82% | -0.45% | — | |
| 14 | INTU | Intuit INC | 株式-IT | 1.35% | -0.61% | — | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.88% | -0.04% | +5.50% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.85% | -0.14% | — | |
| 17 | WFC | Wells Fargo & Co | 株式-金融 | 0.85% | -0.32% | +1.39% | |
| 18 | DFAI | Dimensional International Co | ETF-その他 | 0.78% | -0.07% | +1.91% | |
| 19 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 0.66% | -0.07% | +12.25% | |
| 20 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.63% | -0.07% | -7.83% | |
| 21 | DFCA | Dimensional Calfornia Mb ETF | ETF-その他 | 0.61% | -0.05% | +36.87% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | -0.01% | -7.51% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.51% | -0.02% | — | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | -0.07% | +4.43% | |
| 25 | BROS | Dutch Bros Inc-class A | 株式-一般消費財 | 0.48% | -0.14% | — | |
| 26 | AAPL | Apple INC | 株式-IT | 0.38% | -0.05% | -63.54% | |
| 27 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.37% | -0.37% | EXIT | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.37% | -0.09% | +18.42% | |
| 29 | MU | Micron Technology INC | 株式-IT | 0.36% | +0.16% | -51.99% | |
| 30 | GME | Gamestop Corp-class A | 株式-一般消費財 | 0.33% | -0.01% | — | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.31% | -0.06% | +10.53% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.25% | -0.10% | -7.54% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | -0.08% | -50.99% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.19% | -0.07% | -0.24% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.19% | -0.07% | +9.86% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.18% | -0.03% | -1.26% | |
| 37 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.16% | -0.01% | +6.99% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.16% | -0.02% | — | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.14% | -0.14% | EXIT | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.14% | -0.01% | +5.08% | |
| 41 | DFIV | Dimensional International Va | ETF-その他 | 0.14% | -0.14% | EXIT | |
| 42 | ETHA | Ishares Ethereum Trust ETF | ETF-その他 | 0.13% | -0.13% | EXIT | |
| 43 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.13% | -0.13% | EXIT | |
| 44 | DIHP | Dimensional International Hi | ETF-その他 | 0.13% | -0.13% | EXIT | |
| 45 | NAK | Northern Dynasty Minerals | 株式-その他 | 0.04% | -0.01% | -39.01% | |
| 46 | LUCD | Lucid Diagnostics INC | 株式-その他 | 0.01% | — | — | |
| 47 | ✓ | 株式-その他 | 0.01% | -0.01% | +112.10% |