CIK: 0002040393
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 | 45.90% | -0.47% | +0.48% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-その他 | 31.36% | -0.05% | +1.61% | |
| 3 | DFAT | Dimensional US Target Value | ETF-その他 | 6.70% | +0.06% | -0.22% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 5.38% | -0.22% | -1.47% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 3.02% | -0.10% | +0.29% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.76% | -0.08% | -3.02% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 1.69% | -0.01% | +0.54% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.20% | -0.01% | -1.33% | |
| 9 | CMP | Compass Minerals Internation | 株式-その他 | 0.46% | -0.06% | EXIT | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | — | — | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.28% | — | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.19% | -0.01% | +0.13% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 0.19% | +0.02% | +0.84% | |
| 14 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.18% | — | — | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 0.18% | -0.01% | +0.09% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | — | +6.67% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.16% | — | +0.30% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 0.15% | — | +0.84% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.14% | -0.03% | -0.24% | |
| 20 | EQBK | Equity Bancshares INC - Cl A | 株式-その他 | 0.13% | — | +0.13% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.12% | -0.01% | +0.65% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 0.12% | -0.02% | — | |
| 23 | CFFN | Capitol Federal Financial In | 株式-その他 | 0.12% | +0.01% | +0.76% | |
| 24 | POWW | Outdoor Holding Co | 株式-その他 | 0.05% | — | — |