CIK: 0001930301
申告総資産額
$1.8億
| # | 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 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 7.01% | -0.26% | -0.33% | |
| 2 | DFAI | Dimensional International Co | ETF-その他 | 5.49% | +0.11% | +0.51% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 5.14% | — | -0.09% | |
| 4 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 4.37% | -0.33% | -0.92% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.34% | +0.39% | -4.02% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.30% | -0.21% | — | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.58% | -0.19% | +0.18% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.80% | +0.15% | -14.10% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.66% | -0.27% | -0.45% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.64% | — | +2.00% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.15% | -0.44% | +1.67% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 2.11% | — | +4.97% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.69% | — | -12.88% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.66% | -0.16% | +16.88% | |
| 15 | IETC | Ishares U.s. Tech Independen | ETF-テック型 | 1.60% | -0.20% | +0.10% | |
| 16 | XLE | Ss Energy Select Sector | ETF-その他 | 1.49% | +0.52% | +0.73% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.39% | — | -3.58% | |
| 18 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 1.36% | -0.08% | -2.03% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.35% | -0.27% | -21.34% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.28% | -0.12% | +0.44% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.26% | -0.10% | +7.80% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.23% | — | -0.12% | |
| 23 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.23% | -1.09% | +91.38% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.17% | +0.06% | +4.98% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.11% | — | -0.38% | |
| 26 | DFSD | Dimensional Short Duration | ETF-その他 | 1.07% | -0.10% | +0.72% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.98% | — | -0.81% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.89% | -0.07% | +4.03% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.89% | -0.14% | +0.23% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.86% | -0.67% | -13.49% | |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.85% | — | -18.77% | |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.75% | -0.08% | -0.06% | |
| 33 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 0.75% | — | +7.84% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.75% | -0.08% | +3.67% | |
| 35 | FPEI | First Trust Institutional Pr | ETF-その他 | 0.75% | — | -43.34% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | -0.07% | +1.58% | |
| 37 | DFIC | Dimensional International Co | ETF-その他 | 0.73% | — | +1.38% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | — | +0.84% | |
| 39 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.71% | — | +1.11% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | +0.27% | +1.53% | |
| 41 | DFIV | Dimensional International Va | ETF-その他 | 0.66% | — | -7.99% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.65% | — | — | |
| 43 | DIHP | Dimensional International Hi | ETF-その他 | 0.64% | — | +2.39% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.61% | — | +0.03% | |
| 45 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.60% | — | +2.55% | |
| 46 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.59% | — | +125.43% | |
| 47 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 0.57% | — | -2.97% | |
| 48 | VTV | Vanguard Value ETF | ETF-その他 | 0.53% | — | +0.06% | |
| 49 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 0.52% | — | +5.15% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | — | +2.72% |