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 | 25.66% | -0.50% | +2.33% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 16.31% | -0.49% | +1.81% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 9.96% | +0.08% | +1.93% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.92% | -0.15% | +0.57% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.54% | +0.12% | +3.06% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.41% | -0.02% | -1.26% | |
| 7 | BWA | Borgwarner INC | 株式-一般消費財 | 2.78% | +0.27% | +1.11% | |
| 8 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.39% | -0.18% | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.22% | — | -0.02% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.20% | -0.01% | +16.39% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.17% | -0.07% | +0.42% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.75% | -0.11% | -10.86% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.52% | — | +0.33% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.43% | +0.43% | +32.02% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.26% | -0.04% | +0.15% | |
| 16 | LEA | Lear CORP | 株式-一般消費財 | 1.12% | -0.05% | — | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.06% | -0.07% | — | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.95% | -0.03% | +9.55% | |
| 19 | APTV | Aptiv PLC | 株式-一般消費財 | 0.94% | -0.19% | -0.03% | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.76% | -0.01% | — | |
| 21 | GD | General Dynamics CORP | 株式-資本財 | 0.75% | — | — | |
| 22 | CAT | Caterpillar INC | 株式-資本財 | 0.72% | +0.38% | — | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | -0.02% | -0.25% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.69% | — | — | |
| 25 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.66% | -0.19% | — | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.56% | -0.04% | — | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.53% | -0.03% | +0.02% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.48% | -0.02% | — | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | — | |
| 30 | DTE | Dte Energy Company | 株式-公益事業 | 0.47% | — | — | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.44% | -0.02% | — | |
| 32 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.42% | — | +0.49% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.40% | — | — | |
| 34 | T | At&t INC | 株式-通信サービス | 0.39% | -0.12% | — | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.39% | — | -9.73% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | +0.03% | — | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | — | — | |
| 38 | ETN | Eaton Corporation plc | 株式-資本財 | 0.33% | +0.02% | +1.10% | |
| 39 | F | Ford Motor Co | 株式-一般消費財 | 0.33% | +0.02% | — | |
| 40 | AAPL | Apple INC | 株式-IT | 0.33% | +0.01% | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.32% | -0.01% | — | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.30% | +0.01% | — | |
| 43 | RTX | Rtx CORP | 株式-資本財 | 0.28% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | +0.03% | — | |
| 45 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.25% | — | — | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.20% | +0.06% | -36.83% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.19% | — | — | |
| 48 | CTOS | Custom Truck One Source INC | 株式-その他 | 0.06% | — | — |