CIK: 0001767297
申告総資産額
$5.5億
| # | 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 | DFAU | Dimensional US Core Equity M | ETF-その他 | 6.95% | +0.10% | +6.57% | |
| 2 | QDF | Flexshares Quality Dividend | ETF-その他 | 6.81% | -0.06% | +1.25% | |
| 3 | ✓ | Blue Bell Creameries INC. | 株式-その他 | 6.05% | -0.01% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.80% | -0.13% | +5.34% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 5.25% | -0.12% | -1.20% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 5.17% | -0.27% | +6.87% | |
| 7 | DFIC | Dimensional International Co | ETF-その他 | 4.00% | +0.38% | +6.56% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 3.64% | +0.28% | +8.30% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 3.57% | -0.71% | +0.02% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.42% | -0.31% | +0.29% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 3.26% | +0.26% | +3.33% | |
| 12 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 2.01% | +0.06% | +5.00% | |
| 13 | DFIV | Dimensional International Va | ETF-その他 | 1.80% | +0.72% | +13.17% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.75% | -0.20% | -1.83% | |
| 15 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.61% | +0.16% | +5.73% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.39% | -0.06% | -20.54% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.39% | -0.18% | -0.11% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.24% | -0.13% | -0.61% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.17% | +0.48% | +1.70% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.11% | -0.04% | -3.11% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.96% | — | +5.41% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.89% | -0.11% | -1.42% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.80% | — | +58.19% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | — | -0.83% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.27% | +3.39% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | -0.04% | +13.67% | |
| 27 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.63% | — | -1.64% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.57% | -0.10% | +0.59% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.53% | -0.06% | +11.42% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | +0.10% | -1.87% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.51% | — | — | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.50% | -0.09% | -0.38% | |
| 33 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.50% | -0.11% | -3.33% | |
| 34 | RTX | Rtx CORP | 株式-資本財 | 0.49% | — | -0.60% | |
| 35 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.49% | +0.97% | -11.69% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.49% | — | -0.56% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.48% | — | -2.77% | |
| 38 | PANW | Palo Alto Networks INC | 株式-IT | 0.48% | -0.06% | -2.95% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.46% | -0.04% | -0.57% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.45% | -0.33% | -3.15% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | -0.12% | — | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.44% | — | +3.72% | |
| 43 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.44% | -0.07% | -3.54% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | -0.05% | +0.44% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.43% | — | -0.94% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.41% | -0.06% | +1.32% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.39% | — | -11.69% | |
| 48 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.39% | — | -29.85% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.38% | — | +1.12% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.36% | — | -1.36% |