CIK: 0002110285
申告総資産額
$9207.6万
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 37.23% | -1.07% | — | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 16.85% | -0.01% | — | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 12.33% | +0.16% | — | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 8.55% | +0.41% | — | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 5.48% | +0.13% | — | |
| 6 | DFSD | Dimensional Short Duration | ETF-その他 | 4.62% | +0.29% | — | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.22% | -0.52% | — | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.21% | -0.04% | — | |
| 9 | DFIV | Dimensional International Va | ETF-その他 | 1.98% | +0.02% | — | |
| 10 | DFAT | Dimensional US Target Value | ETF-その他 | 1.59% | +0.06% | — | |
| 11 | AVDE | Avantis International Equity | ETF-その他 | 1.51% | +0.38% | — | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.24% | +0.31% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | -0.03% | — | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.45% | +0.03% | — | |
| 15 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.34% | -0.10% | — | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.29% | -0.02% | — | |
| 17 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.26% | +0.01% | — | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.25% | -0.03% | — |