CIK: 0001960144
申告総資産額
$4.4億
上位200銘柄を表示中（全658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 | VUG | Vanguard Growth ETF | ETF-その他 | 13.74% | -0.91% | +59.37% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 6.60% | +0.36% | +20.04% | |
| 3 | DFAW | Dimensional World Eqty ETF | ETF-その他 | 5.82% | — | +53.34% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 5.45% | +0.09% | +30.57% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-その他 | 4.22% | +0.13% | -17.58% | |
| 6 | DFAT | Dimensional US Target Value | ETF-その他 | 3.77% | +0.19% | +0.79% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-その他 | 3.43% | +0.19% | +18.11% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.41% | +0.05% | +0.61% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.77% | +0.05% | +12.80% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.55% | +0.41% | -19.39% | |
| 11 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 2.54% | — | +32.08% | |
| 12 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 2.13% | — | +15.86% | |
| 13 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.81% | +0.08% | -18.33% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.79% | +0.08% | +50.49% | |
| 15 | DFIV | Dimensional International Va | ETF-その他 | 1.79% | — | -3.49% | |
| 16 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 1.71% | — | -7.92% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.57% | +0.18% | -28.57% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.46% | +0.15% | +826.98% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.42% | -0.23% | -15.94% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 1.26% | +0.67% | +14.68% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.25% | — | +304.63% | |
| 22 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 1.23% | +0.08% | +29.01% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.23% | — | +2.98% | |
| 24 | DFAI | Dimensional International Co | ETF-その他 | 1.09% | — | +170.50% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.01% | +0.09% | -5.95% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.95% | -0.48% | +25.36% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.89% | — | +0.06% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.81% | — | +70.75% | |
| 29 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.81% | -0.20% | +12.90% | |
| 30 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.74% | — | +2.08% | |
| 31 | DFSD | Dimensional Short Duration | ETF-その他 | 0.71% | +0.10% | +12.38% | |
| 32 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.61% | — | -3.87% | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.61% | — | +425.10% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.61% | — | -8.35% | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.60% | -0.28% | +1182.56% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.58% | — | -63.57% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | -3.37% | |
| 38 | DISV | Dimensional International Sm | ETF-その他 | 0.52% | +0.10% | +11.51% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | — | -4.91% | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.49% | — | +27.94% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.48% | +0.17% | +53.53% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.46% | — | -4.46% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.45% | — | +9.56% | |
| 44 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.40% | — | -14.55% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.35% | — | -21.63% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.34% | — | -0.26% | |
| 47 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.32% | — | +4.96% | |
| 48 | DFVX | Dim US Large Cap Vector ETF | ETF-大型株・グロース | 0.31% | — | +208.17% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.31% | — | -10.76% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.30% | — | +26.88% |