CIK: 0000007773
申告総資産額
$2.1億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.16% | -0.40% | +1.96% | |
| 2 | DFNM | Dimensional National Muni Bd | ETF-その他 | 9.92% | -2.75% | -12.09% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-その他 | 7.90% | -0.01% | +1.88% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.70% | — | -14.52% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 7.17% | -0.30% | +4.52% | |
| 6 | VHT | Vanguard Health Care ETF | ETF-その他 | 6.17% | -4.74% | EXIT | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 6.07% | -0.94% | +1.37% | |
| 8 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 5.76% | +0.37% | +8.44% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.01% | -3.03% | EXIT | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.79% | -2.18% | +10.31% | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 4.69% | -0.51% | +14.22% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.26% | +0.05% | -0.52% | |
| 13 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 3.25% | -0.26% | — | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.79% | -0.14% | +0.13% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.62% | -0.15% | -0.98% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.15% | -0.22% | +0.19% | |
| 17 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.14% | -0.23% | -2.50% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.04% | +0.03% | +6.48% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.87% | +0.14% | +4.58% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.86% | -0.01% | +7.09% | |
| 21 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.86% | -0.06% | -11.18% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | -0.03% | +0.15% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | -0.13% | +0.64% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.61% | — | -23.54% | |
| 25 | O | Realty Income CORP | 株式-不動産 | 0.52% | -0.19% | +3.34% | |
| 26 | NUE | Nucor CORP | 株式-素材 | 0.39% | — | +0.35% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.35% | — | — | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.22% | — | -1.25% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.21% | -0.02% | — | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 0.20% | — | — | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.20% | -0.09% | — | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.20% | — | +0.12% | |
| 33 | WWJD | Inspire International ETF | ETF-その他 | 0.19% | — | -5.99% | |
| 34 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.19% | +0.35% | — | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.19% | -0.02% | +5.09% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.18% | -0.02% | +0.20% | |
| 37 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.18% | -0.03% | — | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.18% | +0.01% | +0.32% | |
| 39 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.16% | — | — | |
| 40 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.15% | — | — | |
| 41 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.15% | +0.01% | — |