CIK: 0001833780
申告総資産額
$6.6億
| # | 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 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 28.86% | -0.37% | -0.60% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 12.14% | -0.11% | +0.30% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.62% | -0.13% | +0.63% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 5.79% | -0.17% | — | |
| 5 | DFAT | Dimensional US Target Value | ETF-その他 | 3.73% | -0.06% | -0.40% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.47% | -0.25% | -1.75% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.52% | -0.07% | +1.73% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.51% | — | +4.14% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.21% | -0.02% | +0.93% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.07% | — | -2.00% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.97% | -0.01% | +0.72% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.55% | -0.06% | +3.88% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.52% | -0.01% | -26.83% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.22% | +0.22% | +8.06% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.16% | — | -2.43% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.10% | — | — | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.03% | +0.01% | — | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.86% | — | +0.05% | |
| 19 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.83% | — | +0.68% | |
| 20 | TLTD | Flexshares Morningstar Devel | ETF-その他 | 0.77% | — | +11.77% | |
| 21 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.73% | -0.11% | EXIT | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.71% | — | +1.69% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.71% | — | +1.70% | |
| 24 | BNDW | Vanguard Total World Bond Et | ETF-その他 | 0.71% | — | +0.45% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.67% | — | — | |
| 26 | DFAI | Dimensional International Co | ETF-その他 | 0.65% | — | +163.69% | |
| 27 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.63% | — | — | |
| 28 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.61% | — | +0.89% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.59% | -0.55% | +51.47% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.58% | +0.09% | +322.76% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.57% | — | — | |
| 32 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.55% | — | +0.42% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | +0.12% | +2094.85% | |
| 34 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.52% | — | — | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.51% | — | +1.56% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | +0.03% | +13.82% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.49% | — | +1.74% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.48% | — | +2.74% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | +10.82% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.42% | — | — | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.38% | — | +0.29% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | +0.02% | +36.54% | |
| 43 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.37% | — | +43.48% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | — | +0.43% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | — | +11.42% | |
| 46 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.34% | — | — | |
| 47 | DNA4EUR | Ginkgo Bioworks Holdings INC | 株式-その他 | 0.31% | — | — | |
| 48 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.30% | — | — | |
| 49 | TILT | Flexshares Morningstar US Ma | ETF-その他 | 0.30% | +0.11% | +0.20% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.28% | +0.05% | +1837.59% |