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 | 14.08% | -0.37% | -2.08% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 11.74% | -0.55% | +13.15% | |
| 3 | DFIC | Dimensional International Co | ETF-その他 | 9.74% | -0.61% | +11.09% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 6.53% | -0.13% | +1.75% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 6.37% | -0.11% | +2.06% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.45% | -0.13% | +0.93% | |
| 7 | VTHR | Vanguard Russell 3000 | ETF-その他 | 2.92% | -0.18% | +8.98% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.65% | -0.17% | -3.25% | |
| 9 | DFAT | Dimensional US Target Value | ETF-その他 | 1.78% | -0.06% | -7.69% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.72% | +0.22% | +19.09% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.72% | -0.07% | -4.58% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.70% | -0.25% | -2.28% | |
| 13 | TILT | Flexshares Morningstar US Ma | ETF-その他 | 1.33% | +0.11% | +28.76% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.29% | -0.01% | +25.29% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.15% | — | +0.01% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.11% | -0.06% | +41.58% | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.07% | -0.02% | -3.07% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.06% | — | -5.08% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.89% | -0.01% | -0.88% | |
| 20 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 0.84% | +0.06% | +217.29% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | +0.03% | +16.29% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.64% | +0.01% | -0.06% | |
| 23 | AVSD | Avantis Reps Intern Equi ETF | ETF-その他 | 0.59% | — | +12.86% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | +0.12% | +7.31% | |
| 25 | AVSU | Avantis Resp US Equity ETF | ETF-その他 | 0.54% | +0.06% | +30.55% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.53% | — | +0.06% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.49% | -0.09% | +26.25% | |
| 28 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.48% | — | +0.26% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | +0.05% | +21.54% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.44% | +0.08% | +14.12% | |
| 31 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.41% | +0.04% | — | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.41% | — | +0.05% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.41% | — | +0.42% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.40% | — | +84.18% | |
| 35 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.39% | — | +9.71% | |
| 36 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.39% | — | +0.17% | |
| 37 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.38% | — | — | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.38% | +0.36% | -0.05% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.38% | +0.12% | +126.24% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.38% | — | -2.05% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.38% | — | +0.58% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.37% | — | +127.45% | |
| 43 | BND | Vanguard Total Bond Market | ETF-その他 | 0.37% | -0.12% | +8.16% | |
| 44 | TLTE | Flexshares Morningstar Emerg | ETF-その他 | 0.36% | — | +1.25% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | — | +40.05% | |
| 46 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.35% | +0.04% | +267.55% | |
| 47 | AVDE | Avantis International Equity | ETF-その他 | 0.35% | +0.05% | +270.16% | |
| 48 | VTV | Vanguard Value ETF | ETF-その他 | 0.34% | — | +0.24% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | -2.30% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.32% | -0.10% | +7.52% |