CIK: 0001905662
申告総資産額
$4.7億
| # | 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 | AVDE | Avantis International Equity | ETF-その他 | 10.77% | — | -5.35% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 6.05% | — | -7.90% | |
| 3 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 4.11% | — | -3.72% | |
| 4 | DFIC | Dimensional International Co | ETF-その他 | 4.03% | — | +46.82% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 3.27% | — | +10.03% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.86% | — | +0.25% | |
| 7 | AVSC | Avantis US Small Cap Equity | ETF-中小型株 | 2.82% | — | -7.15% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.81% | — | -0.28% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.62% | — | — | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 2.60% | — | +8.53% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.46% | — | +0.38% | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 2.43% | — | -5.58% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.05% | — | +8.55% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.00% | — | -11.65% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.00% | — | +388.17% | |
| 16 | DFSD | Dimensional Short Duration | ETF-その他 | 1.98% | — | +30.63% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.86% | — | +1.03% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.84% | — | +13.83% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.79% | — | -11.69% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.62% | — | +2.13% | |
| 21 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.60% | — | +2.82% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.55% | — | -9.92% | |
| 23 | GIS | General Mills INC | 株式-生活必需品 | 1.43% | — | +0.07% | |
| 24 | AVRE | Avantis Real Estate ETF | ETF-その他 | 1.37% | — | -32.03% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.34% | — | -3.72% | |
| 26 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.30% | — | -8.51% | |
| 27 | VSAT | Viasat INC | 株式-IT | 1.11% | — | — | |
| 28 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.07% | — | — | |
| 29 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.02% | — | +291.27% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.98% | — | -23.00% | |
| 31 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.89% | — | +320.71% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.86% | — | — | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.82% | — | -7.84% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.80% | — | — | |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.80% | — | -18.99% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.77% | — | +1.10% | |
| 37 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.76% | — | — | |
| 38 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.75% | — | +117.50% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.74% | — | +6.23% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.73% | — | — | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | — | +6.12% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.71% | — | +0.41% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.70% | — | +1.74% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | — | +1.52% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.60% | — | -3.00% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | — | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.53% | — | — | |
| 48 | DFAT | Dimensional US Target Value | ETF-その他 | 0.51% | — | +220.39% | |
| 49 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.50% | — | +31.49% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | — | -0.27% |