CIK: 0002011808
申告総資産額
$1.8億
| # | 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 | 29.51% | +1.09% | -0.35% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 12.79% | -0.82% | +0.49% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 12.36% | -0.16% | +1.68% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 6.62% | +0.15% | +1.25% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.79% | +0.13% | — | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 4.85% | +0.14% | — | |
| 7 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 4.60% | -0.05% | -0.58% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.08% | -0.28% | +2.01% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.04% | +0.04% | +0.46% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.52% | +0.02% | +2.70% | |
| 11 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 1.91% | -0.05% | +0.14% | |
| 12 | DISV | Dimensional International Sm | ETF-その他 | 1.87% | -0.22% | -0.75% | |
| 13 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.86% | -0.06% | -0.09% | |
| 14 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 1.68% | -0.09% | -0.88% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.94% | -0.05% | +1.82% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.84% | -0.12% | +2.10% | |
| 17 | DFAT | Dimensional US Target Value | ETF-その他 | 0.75% | — | — | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.72% | -0.01% | -5.89% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.69% | +0.06% | — | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | +0.04% | — | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.40% | — | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.32% | +0.01% | — | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.30% | -0.01% | — | |
| 24 | AAPL | Apple INC | 株式-IT | 0.26% | — | — | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | +0.03% | — | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.22% | -0.02% | — | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.17% | +0.02% | — |