CIK: 0001968777
申告総資産額
$3.2億
上位200銘柄を表示中（全617銘柄）
| # | 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 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 16.41% | -0.12% | +4.56% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 14.93% | +0.47% | +5.62% | |
| 3 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 9.67% | — | +5.00% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 9.51% | +0.11% | +6.66% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 9.09% | +0.11% | +5.06% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 5.63% | -0.44% | +7.04% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.60% | +0.03% | +5.59% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.18% | +0.64% | +26.92% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.10% | +0.12% | +15.79% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.47% | +0.19% | +5.54% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.35% | -0.20% | -0.45% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.38% | -0.06% | +0.66% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.34% | -0.04% | +21.60% | |
| 14 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.25% | -0.55% | EXIT | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.92% | +0.01% | +0.30% | |
| 16 | DFAT | Dimensional US Target Value | ETF-その他 | 0.68% | +0.02% | +0.36% | |
| 17 | DFIV | Dimensional International Va | ETF-その他 | 0.52% | +0.01% | +0.83% | |
| 18 | DFIC | Dimensional International Co | ETF-その他 | 0.47% | — | +17.02% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.43% | -0.03% | +0.09% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.34% | +0.01% | +20.83% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.34% | — | -0.14% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.33% | — | +14.09% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.32% | +0.01% | -9.89% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.28% | — | +2.92% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.27% | -0.09% | +13.17% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | -0.01% | -1.53% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | -0.02% | +1.40% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | — | +0.32% | |
| 29 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.21% | -0.03% | +3.49% | |
| 30 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.21% | +0.01% | -0.79% | |
| 31 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.21% | -0.07% | +1.11% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.20% | — | +7.10% | |
| 33 | FAST | Fastenal Co | 株式-資本財 | 0.20% | +0.02% | +0.65% | |
| 34 | SNA | Snap-on INC | 株式-資本財 | 0.15% | — | +0.84% | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.15% | — | — | |
| 36 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.13% | — | +7.49% | |
| 37 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.13% | -0.01% | +0.43% | |
| 38 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.12% | -0.02% | +60.43% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.11% | -0.01% | -2.94% | |
| 40 | FISV | Fiserv INC | 株式-その他 | 0.11% | — | -0.25% | |
| 41 | DIHP | Dimensional International Hi | ETF-その他 | 0.11% | +0.18% | +51.38% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.10% | — | +9.43% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.08% | -0.02% | -1.74% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.08% | +0.04% | +0.10% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.08% | +0.05% | -0.14% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.08% | — | +0.84% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.08% | +0.06% | +6.35% | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.08% | +0.02% | — | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.07% | — | +0.90% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.07% | — | +3.22% |