CIK: 0001682057
申告総資産額
$4.2億
| # | 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 | 30.09% | -0.48% | -6.83% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 16.34% | +0.49% | -6.64% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 5.87% | +0.29% | -6.73% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-その他 | 4.22% | — | -8.21% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 3.10% | — | -5.26% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.92% | +0.19% | -4.87% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.85% | -0.37% | -21.48% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.08% | +0.16% | +3.78% | |
| 9 | DFIS | Dimensional International Sm | ETF-その他 | 1.42% | — | -2.94% | |
| 10 | DFAI | Dimensional International Co | ETF-その他 | 1.41% | -0.16% | -16.39% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.36% | -0.18% | -8.26% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.13% | -0.27% | -1.98% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.02% | -0.13% | -6.96% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.02% | -0.03% | +0.99% | |
| 15 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.94% | -0.03% | -0.55% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.89% | — | -0.82% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | -0.11% | -5.74% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.77% | — | -3.52% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | -11.19% | |
| 20 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.61% | — | +0.11% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 0.61% | +0.07% | -19.80% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.55% | — | -31.84% | |
| 23 | DFAW | Dimensional World Eqty ETF | ETF-その他 | 0.52% | -0.05% | -18.75% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.47% | -0.03% | -4.24% | |
| 25 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.46% | — | -4.03% | |
| 26 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 0.45% | — | -2.11% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | — | -3.98% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | +0.20% | -4.67% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | -0.03% | -11.92% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.38% | -0.08% | -1.30% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.36% | — | +8.19% | |
| 32 | NFLX | Netflix INC | 株式-通信サービス | 0.33% | — | -6.91% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.33% | — | — | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | -7.16% | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.32% | -0.08% | -6.80% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.31% | — | -4.26% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.30% | — | -7.49% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.30% | — | — | |
| 39 | USB | US Bancorp | 株式-金融 | 0.30% | — | -0.79% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.29% | — | -3.23% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | +0.06% | -1.95% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.27% | -0.08% | +51.91% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.27% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | +0.05% | -4.29% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.26% | — | -8.88% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.26% | -0.04% | -2.82% | |
| 47 | WFC | Wells Fargo & Co | 株式-金融 | 0.26% | -0.03% | -23.39% | |
| 48 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.25% | — | -16.84% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.23% | — | -10.33% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.23% | -0.05% | -4.20% |