CIK: 0001960144
申告総資産額
$4.4億
上位200銘柄を表示中（全882銘柄）
| # | 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 | ✓ | Ikena Oncology INC | 株式-その他 | 51.49% | — | — | |
| 2 | SWVXX | Schwa Prime Adv Money Fd-inv | 株式-その他 | 2.80% | — | -45.32% | |
| 3 | DGSIX | Dfa Glbl All 60/40 Port-inst | 株式-その他 | 2.78% | — | -68.29% | |
| 4 | DURPX | Dfa US High Relat Profit-ins | 株式-その他 | 2.54% | — | -23.43% | |
| 5 | DGEIX | Dfa Global Equity Port-inst | 株式-その他 | 2.06% | — | -67.45% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.89% | +0.18% | -70.11% | |
| 7 | DFAPX | Dfa Investment Grade Port | 株式-その他 | 1.83% | — | -14.14% | |
| 8 | DGTSX | Dfa Glbl All 25/75 Port-i | 株式-その他 | 1.75% | — | +0.21% | |
| 9 | DFAIX | Dfa Shrt-dur Rl Rtrn-inst | 株式-その他 | 1.63% | — | -74.15% | |
| 10 | DFQTX | Dfa US Core Eqty 2 Port-inst | 株式-その他 | 1.26% | — | -59.78% | |
| 11 | DIHRX | Dfa Intl Hi Relat Profit-ins | 株式-その他 | 1.10% | — | -31.53% | |
| 12 | VWIAX | Vanguard Wellesley Inc-adm | 株式-その他 | 0.93% | — | -8.52% | |
| 13 | DFGFX | Dfa 2-yr Glbl Fixed INC Port | 株式-その他 | 0.93% | — | -23.90% | |
| 14 | DFEOX | Dfa US Core Eqty 1 Port-inst | 株式-その他 | 0.92% | — | -59.49% | |
| 15 | DFAT | Dimensional US Target Value | ETF-その他 | 0.80% | +0.19% | -64.15% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.64% | +0.41% | -65.74% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.63% | +0.05% | -45.07% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.63% | — | -63.87% | |
| 19 | AMRFX | Amer Fnds Mutual Fnd-f2 | 株式-その他 | 0.61% | — | — | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.59% | — | -73.45% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | -5.63% | |
| 22 | DUSQX | Dfa US Large Cap Equity-ins | 株式-その他 | 0.54% | — | -54.44% | |
| 23 | DODIX | Dodge & Cox Income-i | 株式-その他 | 0.51% | — | -6.73% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.46% | -0.91% | -56.11% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.43% | +0.09% | -60.87% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.40% | +0.05% | -44.64% | |
| 27 | SNAXX | Schwa Prime Adv Money Fd-ult | 株式-その他 | 0.39% | — | -63.57% | |
| 28 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.37% | +0.13% | -84.61% | |
| 29 | DFCEX | Emerging Markets Core Equity | 株式-その他 | 0.34% | — | -20.21% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.34% | — | -1.78% | |
| 31 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.32% | — | +10.65% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.29% | +0.36% | -80.41% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.29% | +0.19% | -69.63% | |
| 34 | DFIEX | International Core Equity 2 | 株式-その他 | 0.29% | — | -36.79% | |
| 35 | B 0 11-30-23 | Treasury Bill | 株式-素材 | 0.29% | — | -70.54% | |
| 36 | DFSD | Dimensional Short Duration | ETF-その他 | 0.29% | +0.10% | -60.14% | |
| 37 | DFIGX | Dfa Interm Govt Fix INC | 株式-その他 | 0.28% | — | -25.80% | |
| 38 | DFIV | Dimensional International Va | ETF-その他 | 0.27% | — | -57.91% | |
| 39 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.27% | +0.08% | -61.41% | |
| 40 | PIMIX | Pimco Income Fund-ins | 株式-その他 | 0.26% | — | -80.50% | |
| 41 | VTV | Vanguard Value ETF | ETF-その他 | 0.26% | +0.67% | -70.18% | |
| 42 | DFSTX | Dfa US Small Cap Portfolio | 株式-その他 | 0.24% | — | -42.01% | |
| 43 | DIPSX | Dfa Inflation Protect Sec | 株式-その他 | 0.24% | — | -8.57% | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.22% | -0.48% | -12.26% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.21% | — | -30.56% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.21% | — | -5.49% | |
| 47 | VBIAX | Vanguard Balanced Index-adm | 株式-その他 | 0.20% | — | — | |
| 48 | VFIAX | Vanguard 500 Index-adm | 株式-その他 | 0.20% | — | -10.67% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.19% | — | -44.98% | |
| 50 | SCHY | Schwab International Dvd ETF | ETF-その他 | 0.19% | — | -70.66% |