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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 29.57% | -0.55% | +1.47% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 16.53% | -0.61% | -0.29% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 7.29% | -0.13% | -0.31% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-その他 | 6.27% | -0.12% | +2.67% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 5.55% | -0.37% | -0.99% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 3.14% | -0.11% | — | |
| 7 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 2.11% | +0.06% | +4.80% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.51% | -0.13% | -1.47% | |
| 9 | VTHR | Vanguard Russell 3000 | ETF-その他 | 1.49% | -0.18% | -2.84% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.14% | +0.22% | +10.44% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.10% | -0.17% | -0.06% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.97% | -0.07% | -3.69% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.94% | -0.25% | -0.40% | |
| 14 | EAGL | Eagle Capital Select Eqty | ETF-その他 | 0.88% | — | -8.43% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.76% | +0.36% | +12.18% | |
| 16 | TILT | Flexshares Morningstar US Ma | ETF-その他 | 0.76% | +0.11% | +4.80% | |
| 17 | LIF | Life360 INC | 株式-その他 | 0.67% | +0.67% | -11.34% | |
| 18 | DFAT | Dimensional US Target Value | ETF-その他 | 0.65% | -0.06% | -0.08% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.63% | -0.01% | +2.44% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.62% | -0.06% | -0.24% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.57% | — | -1.63% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | +0.03% | +8.52% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.44% | +0.08% | +12.87% | |
| 24 | AVSU | Avantis Resp US Equity ETF | ETF-その他 | 0.44% | +0.06% | +12.44% | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.43% | -0.02% | +0.06% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.41% | — | -0.93% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.41% | -0.01% | -1.65% | |
| 28 | THC | Tenet Healthcare CORP | 株式-ヘルスケア | 0.39% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | +0.12% | +3.02% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.36% | +0.01% | — | |
| 31 | AVSD | Avantis Reps Intern Equi ETF | ETF-その他 | 0.35% | — | -2.25% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.31% | +0.05% | -13.02% | |
| 33 | AVDE | Avantis International Equity | ETF-その他 | 0.30% | +0.05% | +9.31% | |
| 34 | NFLX | Netflix INC | 株式-通信サービス | 0.24% | +0.03% | +8.78% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.23% | — | +3.51% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.23% | +0.12% | +21.20% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.22% | +0.12% | +13.29% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.22% | — | -0.83% | |
| 39 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.22% | +0.04% | +8.16% | |
| 40 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.22% | — | — | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.22% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | +0.02% | +3.68% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.21% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | — | +1.88% | |
| 45 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.21% | +0.04% | +0.29% | |
| 46 | GE | General Electric | 株式-資本財 | 0.21% | +0.04% | -2.52% | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.20% | — | +19.33% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.20% | — | -8.11% | |
| 49 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.19% | — | -0.22% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.18% | — | +0.11% |