CIK: 0002009890
申告総資産額
$1.6億
| # | 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 | VTV | Vanguard Value ETF | ETF-その他 | 25.42% | -0.50% | +2.61% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 16.84% | -0.49% | +2.98% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 9.94% | +0.08% | +3.04% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.32% | -0.15% | +0.20% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.54% | +0.12% | +14.31% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.63% | -0.02% | — | |
| 7 | BWA | Borgwarner INC | 株式-一般消費財 | 3.53% | +0.27% | — | |
| 8 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.64% | -0.18% | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.97% | -0.07% | +9.25% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.84% | — | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.57% | — | +0.37% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.55% | -0.01% | -16.46% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.53% | -0.11% | — | |
| 14 | LEA | Lear CORP | 株式-一般消費財 | 1.40% | -0.05% | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.30% | -0.04% | +0.15% | |
| 16 | APTV | Aptiv PLC | 株式-一般消費財 | 1.15% | — | — | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.91% | +0.43% | +44.86% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.87% | -0.07% | — | |
| 19 | GD | General Dynamics CORP | 株式-資本財 | 0.84% | — | — | |
| 20 | CAT | Caterpillar INC | 株式-資本財 | 0.82% | +0.38% | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.79% | -0.03% | +0.03% | |
| 22 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.77% | -0.01% | — | |
| 23 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.75% | — | +0.33% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.71% | — | — | |
| 25 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.67% | -0.19% | — | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | -0.02% | — | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.57% | -0.04% | — | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.53% | -0.02% | — | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.48% | -0.03% | — | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.48% | — | — | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.46% | -0.02% | — | |
| 32 | DTE | Dte Energy Company | 株式-公益事業 | 0.44% | — | — | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.40% | +0.01% | — | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 0.38% | +0.02% | — | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.33% | +0.03% | — | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.33% | -0.01% | — | |
| 37 | T | At&t INC | 株式-通信サービス | 0.31% | -0.12% | -3.45% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.31% | +0.01% | +0.07% | |
| 39 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.31% | +0.06% | +8.76% | |
| 40 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.28% | — | — | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.25% | — | — | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.23% | — | — | |
| 43 | AMD | Advanced Micro Devices | 株式-IT | 0.23% | — | — | |
| 44 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.20% | — | — | |
| 45 | F | Ford Motor Co | 株式-一般消費財 | 0.20% | +0.02% | -85.06% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.19% | +0.01% | — | |
| 47 | SRE | Sempra | 株式-公益事業 | 0.18% | — | — | |
| 48 | CTOS | Custom Truck One Source INC | 株式-その他 | 0.05% | — | — |