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 | 19.40% | -0.32% | -2.68% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 16.35% | +0.63% | +1.49% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 5.64% | +0.24% | -8.51% | |
| 4 | DFAT | Dimensional US Target Value | ETF-その他 | 4.09% | +0.07% | -0.09% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.57% | -0.01% | -5.14% | |
| 6 | DFSD | Dimensional Short Duration | ETF-その他 | 3.07% | +0.67% | +2.42% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-その他 | 2.84% | +0.02% | — | |
| 8 | CDNS | Cadence Design Sys INC | 株式-IT | 2.61% | -0.32% | +0.04% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.58% | -0.04% | — | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.56% | -0.01% | +13.89% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.50% | -0.15% | +38.91% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.33% | -0.51% | +0.87% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 2.22% | -0.27% | +24.89% | |
| 14 | DFIV | Dimensional International Va | ETF-その他 | 2.13% | +0.07% | +1.23% | |
| 15 | DFAI | Dimensional International Co | ETF-その他 | 1.98% | -0.02% | +78.96% | |
| 16 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.58% | — | — | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.56% | -0.01% | — | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.46% | -0.02% | — | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.46% | — | -4.09% | |
| 20 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.38% | +0.22% | +3.90% | |
| 21 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.33% | — | -10.95% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.30% | +0.01% | +283.73% | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.22% | -0.08% | +2.76% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 1.12% | -0.30% | +18.77% | |
| 25 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-その他 | 0.98% | +0.01% | -9.79% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.97% | — | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | -0.07% | +197.50% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.90% | -0.08% | +2.50% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.78% | — | +0.78% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.60% | -0.04% | — | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.59% | — | +12.80% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.53% | — | — | |
| 33 | DXUV | Dimensional US Vtor Eqty ETF | ETF-その他 | 0.52% | — | — | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.50% | +0.03% | +48.24% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | -0.03% | +27.75% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | -0.06% | +6.18% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.42% | -0.04% | — | |
| 38 | WFC | Wells Fargo & Co | 株式-金融 | 0.41% | — | +0.71% | |
| 39 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 0.34% | +0.01% | — | |
| 40 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.33% | — | — | |
| 41 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 0.33% | +0.14% | — | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.29% | +0.02% | — | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.25% | -0.03% | +8.40% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.25% | — | — | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.23% | +0.02% | +2.89% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.23% | — | +0.72% | |
| 47 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.22% | -0.03% | +1.29% | |
| 48 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 0.22% | — | — | |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.21% | — | +0.69% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.21% | -0.07% | — |