CIK: 0001964760
申告総資産額
$3.4億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 17.70% | -0.11% | +4258.53% | |
| 2 | DFIV | Dimensional International Va | ETF-その他 | 12.89% | -0.67% | +1.08% | |
| 3 | DFAT | Dimensional US Target Value | ETF-その他 | 10.67% | -0.68% | -0.72% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 9.35% | -0.69% | -4.14% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 8.06% | — | — | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 5.99% | +0.77% | +2.41% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.71% | — | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.90% | — | — | |
| 9 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 3.69% | -0.07% | +3.73% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.83% | — | — | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.84% | — | — | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.41% | — | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.36% | — | — | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.34% | — | — | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 1.31% | — | — | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.24% | — | — | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.19% | -0.32% | -3.19% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.11% | — | — | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.11% | -0.24% | +0.39% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.03% | — | — | |
| 21 | ADBE | Adobe INC | 株式-IT | 0.95% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.83% | — | — | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 0.67% | — | — | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.65% | — | — | |
| 25 | INTU | Intuit INC | 株式-IT | 0.59% | — | — | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | — | |
| 27 | NFLX | Netflix INC | 株式-通信サービス | 0.53% | — | — | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | — | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | — | — | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | — | |
| 31 | INTC | Intel CORP | 株式-IT | 0.48% | — | — | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | — |