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 | 39.17% | -0.47% | +1.25% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-その他 | 28.89% | -0.05% | +3.64% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 11.76% | +0.20% | +2.28% | |
| 4 | DFAT | Dimensional US Target Value | ETF-その他 | 5.75% | +0.06% | +2.48% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.73% | -0.22% | +0.24% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.89% | -0.10% | -0.03% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.29% | -0.08% | +1.34% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 1.21% | -0.01% | +0.64% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.08% | -0.02% | +0.37% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.72% | -0.01% | -7.10% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | +47.24% | |
| 12 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.35% | +0.28% | +1.05% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.03% | — | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.22% | — | — | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.21% | +0.06% | +0.56% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.20% | -0.01% | — | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.19% | +0.01% | +1.07% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | -0.01% | +0.63% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 0.17% | +0.02% | +0.75% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.14% | -0.01% | +0.37% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.14% | — | +37.21% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.13% | -0.03% | — | |
| 23 | CMP | Compass Minerals Internation | 株式-その他 | 0.13% | -0.06% | EXIT | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.13% | — | +0.57% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.12% | — | +0.37% | |
| 26 | DHR | Danaher CORP | 株式-ヘルスケア | 0.12% | -0.01% | +0.09% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.11% | +0.01% | +0.65% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.10% | -0.02% | — | |
| 29 | SMBC | Southern Missouri Bancorp | 株式-その他 | 0.09% | — | — | |
| 30 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.08% | +0.02% | — | |
| 31 | CFFN | Capitol Federal Financial In | 株式-その他 | 0.04% | +0.01% | +1.38% | |
| 32 | POWW | Outdoor Holding Co | 株式-その他 | 0.02% | — | — |