CIK: 0001968777
申告総資産額
$3.2億
| # | 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 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 15.41% | -0.12% | +0.70% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 15.12% | +0.47% | +2.91% | |
| 3 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 9.43% | — | +5.18% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 9.19% | +0.11% | +2.55% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 8.90% | +0.11% | +0.65% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 6.12% | -0.44% | +0.99% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 5.68% | +0.64% | +8.69% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.02% | +0.03% | -0.54% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.73% | +0.12% | +6.93% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 4.13% | +0.19% | +8.95% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.02% | -0.20% | -5.84% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.54% | -0.06% | +1.97% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.29% | -0.04% | -0.32% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.87% | +0.01% | +0.20% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.86% | -0.55% | EXIT | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | -0.12% | +0.73% | |
| 17 | DFAT | Dimensional US Target Value | ETF-その他 | 0.62% | +0.02% | +0.23% | |
| 18 | DFIC | Dimensional International Co | ETF-その他 | 0.46% | — | -0.73% | |
| 19 | DFIV | Dimensional International Va | ETF-その他 | 0.46% | +0.01% | +0.29% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.45% | -0.09% | +8.27% | |
| 21 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.42% | -0.03% | +0.11% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | -0.02% | +1.93% | |
| 23 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.33% | -0.03% | +1.19% | |
| 24 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.32% | +0.01% | +0.16% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.31% | — | -0.23% | |
| 26 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.31% | -0.01% | -7.00% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.30% | +0.01% | +0.10% | |
| 28 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.30% | +0.01% | +1.31% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.30% | +0.06% | +11.80% | |
| 30 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.28% | -0.07% | +0.92% | |
| 31 | VTEI | Vanguard Int Tax-exempt Bond | ETF-その他 | 0.27% | — | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | -0.01% | +0.08% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | +0.04% | +1.19% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.23% | — | +3.98% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.21% | — | +1.67% | |
| 36 | FAST | Fastenal Co | 株式-資本財 | 0.20% | +0.02% | +0.86% | |
| 37 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.18% | -0.02% | +11.58% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.18% | — | +0.74% | |
| 39 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.17% | — | -5.90% | |
| 40 | DISV | Dimensional International Sm | ETF-その他 | 0.16% | +0.14% | +26.00% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.16% | — | +2.34% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.13% | — | +7.80% | |
| 43 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.13% | — | — | |
| 44 | FISV | Fiserv INC | 株式-その他 | 0.13% | — | +0.56% | |
| 45 | SNA | Snap-on INC | 株式-資本財 | 0.11% | — | +0.91% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.11% | — | +5.29% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.11% | -0.02% | +1.66% | |
| 48 | FTCS | First Trust Capital Strength | ETF-その他 | 0.10% | +0.06% | NEW | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.10% | +0.06% | +9.12% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.10% | — | +4.60% |