CIK: 0002055526
申告総資産額
$1.5億
| # | 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 | 21.24% | -0.32% | -2.84% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 16.65% | +0.63% | +1.10% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 6.36% | +0.24% | +0.73% | |
| 4 | DFAT | Dimensional US Target Value | ETF-その他 | 4.52% | +0.07% | +0.13% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 4.25% | -0.01% | +0.19% | |
| 6 | DFSD | Dimensional Short Duration | ETF-その他 | 3.44% | +0.67% | -0.80% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-その他 | 2.93% | +0.02% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.70% | -0.04% | +18.77% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.68% | -0.51% | +66.04% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.54% | -0.01% | — | |
| 11 | CDNS | Cadence Design Sys INC | 株式-IT | 2.49% | -0.32% | — | |
| 12 | DFIV | Dimensional International Va | ETF-その他 | 2.24% | +0.07% | +0.25% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.89% | -0.15% | — | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.78% | — | +0.02% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.74% | -0.27% | — | |
| 16 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.73% | — | -11.38% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.63% | -0.01% | — | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.59% | -0.02% | — | |
| 19 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.53% | +0.22% | +52.32% | |
| 20 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 1.42% | — | — | |
| 21 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-その他 | 1.26% | +0.01% | -1.13% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.24% | -0.08% | -15.26% | |
| 23 | DFAI | Dimensional International Co | ETF-その他 | 1.16% | -0.02% | -1.38% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.11% | -0.08% | +13.91% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.05% | — | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -0.30% | -10.55% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.81% | — | — | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.59% | — | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | -0.03% | -50.77% | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 0.42% | — | — | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | -0.06% | -20.80% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.41% | — | +6.08% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.41% | -0.04% | — | |
| 34 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 0.35% | +0.01% | — | |
| 35 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.35% | +0.01% | — | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.35% | +0.03% | — | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.32% | -0.07% | — | |
| 38 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.29% | -0.03% | +0.72% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.26% | — | +22.37% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.25% | +0.02% | +1.84% | |
| 41 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 0.25% | — | — | |
| 42 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.24% | — | +0.63% | |
| 43 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 0.23% | — | — | |
| 44 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-その他 | 0.21% | — | — | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.21% | -0.03% | +5.83% | |
| 46 | DISV | Dimensional International Sm | ETF-その他 | 0.21% | — | — | |
| 47 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.20% | — | — | |
| 48 | CNX | Cnx Resources CORP | 株式-エネルギー | 0.19% | — | +0.08% | |
| 49 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.19% | — | -47.40% | |
| 50 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.19% | — | — |