CIK: 0002106717
申告総資産額
$1.4億
上位200銘柄を表示中（全1066銘柄）
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.22% | +0.70% | +8.39% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 6.21% | -0.85% | +9.91% | |
| 3 | DFAT | Dimensional US Target Value | ETF-その他 | 3.48% | +0.09% | +6.71% | |
| 4 | DFIP | Dimensional Inflation-protec | ETF-その他 | 3.43% | -0.22% | +5.30% | |
| 5 | DFAI | Dimensional International Co | ETF-その他 | 3.34% | -0.36% | -7.70% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.10% | +0.18% | +133.48% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 3.01% | -0.13% | +0.36% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.85% | -0.06% | -9.79% | |
| 9 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 2.30% | +0.18% | -4.58% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.23% | +0.20% | +460.64% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.20% | -0.08% | -9.13% | |
| 12 | CEFS | Saba Closed End Funds ETF | ETF-その他 | 1.99% | -0.04% | +200.77% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.95% | +0.01% | +7.21% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.89% | +0.08% | +42.81% | |
| 15 | DFIC | Dimensional International Co | ETF-その他 | 1.67% | +0.21% | +23.44% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.51% | — | +43.17% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.40% | +0.12% | +157.83% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.30% | +0.07% | +43.93% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.24% | -0.23% | -13.52% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.21% | -0.33% | +40.23% | |
| 21 | RTX | Rtx CORP | 株式-資本財 | 1.13% | — | +6.31% | |
| 22 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 1.10% | +0.41% | +43.00% | |
| 23 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.07% | -0.29% | +0.03% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.94% | +0.20% | +3.80% | |
| 25 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.88% | -0.30% | +7.67% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.87% | +0.03% | +77.87% | |
| 27 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.79% | — | -0.42% | |
| 28 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 0.74% | -0.24% | -10.21% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.69% | +0.11% | +0.11% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.69% | — | +68.75% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.64% | — | +4.08% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.58% | +0.05% | -6.46% | |
| 33 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.56% | — | +23.58% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | +0.04% | +0.17% | |
| 35 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.54% | +0.04% | +38.03% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | -0.11% | +6.46% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | -0.12% | +14.26% | |
| 38 | DFIV | Dimensional International Va | ETF-その他 | 0.48% | — | -0.51% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | — | +64.31% | |
| 40 | AVGO | Broadcom INC | 株式-IT | 0.47% | +0.04% | +65.68% | |
| 41 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.44% | — | +0.17% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | +0.01% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | -0.43% | EXIT | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.43% | — | +320.38% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | +2.79% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | +21.75% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | — | +28.65% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.38% | — | +30.40% | |
| 49 | AVDE | Avantis International Equity | ETF-その他 | 0.38% | — | +0.12% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.33% | — | +19.91% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.7% | +460.64% | 増加 |
| 2 | NVDA | Nvidia CORP | +1.4% | +133.48% | 増加 |
| 3 | CEFS | Saba Closed End Funds ETF | +1.2% | +200.77% | 増加 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.7% | +157.83% | 増加 |
| 5 | SCHP | Schwab U.s. Tips ETF | +0.3% | +320.38% | 増加 |
| 6 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.2% | +43.00% | 増加 |
| 7 | AMZN | Amazon.com INC | +0.2% | +77.87% | 増加 |
| 8 | ASML | ASML Holding N.V. | +0.2% | +20300.00% | 増加 |
| 9 | AAPL | Apple INC | +0.2% | +42.81% | 増加 |
| 10 | VTIP | Vanguard Short-term Tips | +0.2% | +40.23% | 増加 |
| 11 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +372.45% | 増加 |
| 12 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +43.93% | 増加 |
| 13 | TRGP | Targa Resources CORP | +0.1% | +190.96% | 増加 |
| 14 | TSLA | Tesla INC | +0.1% | +68.75% | 増加 |
| 15 | COIN | Coinbase Global INC -class A | +0.1% | +1702.13% | 増加 |
| 16 | DFIC | Dimensional International Co | +0.1% | +23.44% | 増加 |
| 17 | CVX | Chevron CORP | +0.1% | +14.26% | 増加 |
| 18 | AVGO | Broadcom INC | +0.1% | +65.68% | 増加 |
| 19 | AMD | Advanced Micro Devices | +0.1% | +94.81% | 増加 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +64.31% | 増加 |
| 21 | T | At&t INC | +0.1% | +57.29% | 増加 |
| 22 | NOC | Northrop Grumman CORP | +0.1% | +7.67% | 増加 |
| 23 | DFGR | Dim Global Real Estate ETF | +0.1% | +38.03% | 増加 |
| 24 | COST | Costco Wholesale CORP | +0.1% | +30.40% | 増加 |
| 25 | LLY | Eli Lilly & Co | +0.1% | +89.06% | 増加 |
| 26 | GLDM | Spdr Gold Minishares Trust | +0.1% | +23.58% | 増加 |
| 27 | JNJ | Johnson & Johnson | +0.1% | +26.56% | 増加 |
| 28 | V | Visa Inc-class A Shares | +0.1% | +107.95% | 増加 |
| 29 | XOM | Exxon Mobil CORP | 0% | — | 変化なし |
| 30 | PFE | Pfizer INC | — | +6.46% | 増加 |
| 31 | WMT | Walmart INC | 0% | +4.08% | 増加 |
| 32 | RTX | Rtx CORP | -0.1% | +6.31% | 増加 |
| 33 | IVR | Invesco Mortgage Capital | -0.1% | -99.99% | 減少 |
| 34 | MSFT | Microsoft CORP | -0.2% | +43.17% | 増加 |
| 35 | VXUS | Vanguard Total Intl Stock | -0.2% | +7.21% | 増加 |
| 36 | DFAT | Dimensional US Target Value | -0.3% | +6.71% | 増加 |
| 37 | AVIG | Avantis Core Fixed Income | -0.4% | -55.27% | 減少 |
| 38 | DFIP | Dimensional Inflation-protec | -0.5% | +5.30% | 増加 |
| 39 | VGIT | Vanguard Intermediate-term T | -0.5% | -13.52% | 減少 |
| 40 | HYT | Blackrock CORP Hi Yld | -0.5% | -99.99% | 減少 |
| 41 | USFR | Wisdomtree Floating Rate Tre | -0.6% | +9.91% | 増加 |
| 42 | LTPZ | Pimco 15+ Yr US Tips Indx | -0.7% | -4.58% | 減少 |
| 43 | ARCC | Ares Capital CORP | -0.7% | -98.02% | 減少 |
| 44 | DFAC | Dimensional US Core Equity 2 | -0.8% | -9.13% | 減少 |
| 45 | HTGC | Hercules Capital INC | -0.9% | -100.00% | 減少 |
| 46 | DFAI | Dimensional International Co | -0.9% | -7.70% | 減少 |
| 47 | STIP | Ishares 0-5 Year Tips Bond E | -1% | -9.79% | 減少 |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -1.8% | +8.39% | 増加 |
| 49 | CASY | Casey's General Stores INC | — | NEW | 新規購入 |
| 50 | SMFG | Sumitomo Mitsui-spons Adr | — | NEW | 新規購入 |