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 | 40.06% | +1.57% | +0.37% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-その他 | 14.70% | +0.10% | +1.18% | |
| 3 | DFIV | Dimensional International Va | ETF-その他 | 9.32% | -0.65% | -0.78% | |
| 4 | DOCU | Docusign INC | 株式-IT | 4.90% | -0.41% | — | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 4.19% | -0.14% | -0.36% | |
| 6 | DFAT | Dimensional US Target Value | ETF-その他 | 3.24% | +0.05% | -2.11% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.84% | +0.05% | — | |
| 8 | DFAI | Dimensional International Co | ETF-その他 | 1.82% | -0.05% | +0.00% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.59% | +0.32% | +0.05% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.34% | -0.17% | +11.94% | |
| 11 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.18% | -0.19% | +3.70% | |
| 12 | AI | C3.ai Inc-a | 株式-IT | 1.12% | +0.01% | — | |
| 13 | DFIP | Dimensional Inflation-protec | ETF-その他 | 1.11% | -0.15% | +4.67% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.08% | +0.04% | -0.19% | |
| 15 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.04% | — | -0.10% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 0.82% | +0.03% | — | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.78% | -0.22% | — | |
| 18 | ADBE | Adobe INC | 株式-IT | 0.69% | -0.06% | — | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.68% | — | -1.66% | |
| 20 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.68% | +0.05% | +0.06% | |
| 21 | STLD | Steel Dynamics INC | 株式-素材 | 0.63% | +0.11% | — | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.57% | +0.01% | — | |
| 23 | DISV | Dimensional International Sm | ETF-その他 | 0.48% | +0.16% | +6.02% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.45% | -0.02% | -54.95% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.40% | — | — | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.39% | — | -0.01% | |
| 27 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.36% | +0.06% | +5.78% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | +0.05% | — | |
| 29 | HUM | Humana INC | 株式-ヘルスケア | 0.35% | +0.16% | — | |
| 30 | MCO | Moody's CORP | 株式-金融 | 0.32% | — | — | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.30% | — | — | |
| 32 | STE | STERIS plc | 株式-ヘルスケア | 0.28% | — | — | |
| 33 | DFSD | Dimensional Short Duration | ETF-その他 | 0.28% | -0.05% | — | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.28% | +0.02% | -3.42% | |
| 35 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.26% | — | — | |
| 36 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.25% | +0.04% | +3.19% | |
| 37 | DE | Deere & Co | 株式-資本財 | 0.20% | — | — | |
| 38 | AFRM | Affirm Holdings INC | 株式-金融 | 0.20% | +0.10% | — | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.19% | — | — | |
| 40 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.19% | — | — | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.18% | — | — | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.17% | +0.02% | — | |
| 43 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 0.15% | — | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.15% | +0.01% | — | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.14% | -0.13% | — | |
| 47 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.14% | — | — |