CIK: 0001905665
申告総資産額
$2.1億
| # | 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 | 38.55% | +1.57% | -0.34% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-その他 | 12.79% | +0.10% | +5.66% | |
| 3 | DFIV | Dimensional International Va | ETF-その他 | 11.69% | -0.65% | -1.86% | |
| 4 | DOCU | Docusign INC | 株式-IT | 6.42% | -0.41% | — | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 5.11% | -0.14% | — | |
| 6 | DFAT | Dimensional US Target Value | ETF-その他 | 4.12% | +0.05% | +0.01% | |
| 7 | DFAI | Dimensional International Co | ETF-その他 | 2.00% | -0.05% | +4.67% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.38% | +0.32% | +50.50% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.36% | +0.04% | -24.46% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.21% | -0.17% | — | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | +0.05% | — | |
| 12 | DFIP | Dimensional Inflation-protec | ETF-その他 | 1.06% | -0.15% | +6.11% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.01% | +0.05% | -3.41% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.98% | — | +0.28% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.96% | -0.22% | +5.24% | |
| 16 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.95% | -0.19% | +32.40% | |
| 17 | HUM | Humana INC | 株式-ヘルスケア | 0.82% | +0.16% | +0.13% | |
| 18 | AI | C3.ai Inc-a | 株式-IT | 0.76% | +0.01% | — | |
| 19 | STLD | Steel Dynamics INC | 株式-素材 | 0.72% | +0.11% | +0.43% | |
| 20 | ADBE | Adobe INC | 株式-IT | 0.65% | -0.06% | — | |
| 21 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.61% | — | +21.35% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.57% | — | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.57% | +0.01% | — | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.56% | +0.03% | — | |
| 25 | DFSD | Dimensional Short Duration | ETF-その他 | 0.53% | -0.05% | — | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.33% | — | +0.50% | |
| 27 | STE | STERIS plc | 株式-ヘルスケア | 0.32% | — | +0.24% | |
| 28 | DE | Deere & Co | 株式-資本財 | 0.30% | — | +0.15% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.29% | +0.02% | — | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.27% | +0.05% | — | |
| 31 | MCO | Moody's CORP | 株式-金融 | 0.27% | — | +0.21% | |
| 32 | DISV | Dimensional International Sm | ETF-その他 | 0.26% | +0.16% | — | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.25% | — | +3.87% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.25% | — | +10.75% | |
| 35 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.24% | — | +0.04% | |
| 36 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.22% | — | — | |
| 37 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.22% | +0.06% | — | |
| 38 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.20% | — | — |