CIK: 0001927705
申告総資産額
$2.7億
| # | 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 | 13.53% | -0.20% | -1.02% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.82% | -0.08% | +7.17% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.60% | -0.48% | +7.58% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 6.10% | +0.16% | +10.14% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-その他 | 5.80% | -0.04% | -0.36% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.62% | — | -1.29% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.85% | +0.39% | -0.95% | |
| 8 | DFIV | Dimensional International Va | ETF-その他 | 3.75% | +0.04% | +7.65% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.45% | — | +1.71% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.23% | -0.32% | +33.92% | |
| 11 | DISV | Dimensional International Sm | ETF-その他 | 3.04% | +0.04% | +15.31% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.77% | — | +2.57% | |
| 13 | DFAT | Dimensional US Target Value | ETF-その他 | 2.47% | +0.01% | -4.47% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.40% | -0.01% | -7.62% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.95% | +0.28% | +0.21% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.91% | — | +33.35% | |
| 17 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.71% | -0.05% | -3.07% | |
| 18 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.64% | +0.26% | +8.68% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.30% | -0.58% | -46.97% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.05% | — | -12.59% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.05% | — | -4.33% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.84% | +0.23% | -23.23% | |
| 23 | SUB | Ishares Short-term National | ETF-その他 | 0.76% | — | -1.39% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | — | |
| 25 | WFC | Wells Fargo & Co | 株式-金融 | 0.70% | -0.12% | — | |
| 26 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-その他 | 0.66% | +0.26% | — | |
| 27 | AZO | Autozone INC | 株式-一般消費財 | 0.63% | — | -11.43% | |
| 28 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.60% | — | -2.59% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | -0.17% | -28.66% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.53% | — | -18.52% | |
| 31 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.49% | -0.09% | EXIT | |
| 32 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.43% | — | — | |
| 33 | ATRC | Atricure INC | 株式-その他 | 0.41% | — | -33.58% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.40% | — | +28.55% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.40% | +0.08% | -12.18% | |
| 36 | RTX | Rtx CORP | 株式-資本財 | 0.38% | -0.08% | EXIT | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.37% | — | -2.76% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.31% | — | -37.69% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.30% | — | +3.95% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | -0.09% | EXIT | |
| 41 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.29% | — | — | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.28% | -0.05% | -30.85% | |
| 43 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.27% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | -0.13% | -55.60% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.25% | — | -17.87% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.24% | — | -26.69% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.24% | — | -26.25% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | — | -42.81% | |
| 49 | REET | Ishares Global Reit ETF | ETF-その他 | 0.22% | — | — | |
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.21% | — | — |