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 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 15.83% | +0.47% | +1.63% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 13.66% | -0.12% | +0.43% | |
| 3 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 9.81% | — | +0.71% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 9.26% | +0.11% | +4.62% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 8.28% | +0.11% | -0.35% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 7.62% | -0.44% | +2.73% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 6.68% | +0.64% | +7.56% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.57% | +0.03% | +0.20% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.55% | +0.12% | -4.72% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.30% | +0.19% | -2.52% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.58% | -0.20% | -7.85% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.32% | -0.06% | +2.54% | |
| 13 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.05% | -0.03% | +10.76% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.05% | -0.04% | +3.75% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | -0.12% | -1.61% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.71% | +0.01% | +0.02% | |
| 17 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.61% | -0.55% | EXIT | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 0.60% | +0.06% | +5.39% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.54% | -0.09% | +5.23% | |
| 20 | DFAT | Dimensional US Target Value | ETF-その他 | 0.51% | +0.02% | +0.27% | |
| 21 | DFIC | Dimensional International Co | ETF-その他 | 0.45% | — | +2.84% | |
| 22 | DFIV | Dimensional International Va | ETF-その他 | 0.44% | +0.01% | +0.58% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.44% | -0.01% | -6.16% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | -0.02% | +2.24% | |
| 25 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.39% | -0.03% | +0.11% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.36% | — | +1.40% | |
| 27 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.34% | +0.01% | +4.30% | |
| 28 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.32% | -0.07% | +1.48% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.28% | +0.01% | +0.09% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.27% | +0.04% | +1.76% | |
| 31 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.27% | +0.01% | +6.08% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.26% | — | -0.32% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.23% | -0.01% | -1.73% | |
| 34 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.23% | -0.02% | +20.96% | |
| 35 | VTEI | Vanguard Int Tax-exempt Bond | ETF-その他 | 0.21% | — | +1.16% | |
| 36 | FAST | Fastenal Co | 株式-資本財 | 0.21% | +0.02% | +0.19% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.18% | — | +2.46% | |
| 38 | DISV | Dimensional International Sm | ETF-その他 | 0.17% | +0.14% | -3.14% | |
| 39 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.17% | — | -10.42% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.16% | -0.02% | +3.84% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.16% | — | +3.79% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.16% | — | +3.18% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | +0.06% | +14.28% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.14% | — | — | |
| 45 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.14% | — | — | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.13% | — | +0.34% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.13% | — | -1.41% | |
| 48 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.11% | — | — | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.11% | -0.02% | +23.00% | |
| 50 | SNA | Snap-on INC | 株式-資本財 | 0.11% | — | -0.11% |