CIK: 0002054825
申告総資産額
$1.7億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.51% | -0.10% | +1.77% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 12.15% | +1.13% | +6.27% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.47% | -0.20% | — | |
| 4 | DISV | Dimensional International Sm | ETF-その他 | 3.89% | +0.38% | +3.28% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.65% | +0.20% | +2.89% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.54% | +0.35% | +104.79% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.89% | +0.21% | +2.86% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.74% | -0.32% | -8.83% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.56% | +0.16% | +2.30% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.49% | +0.23% | +2.07% | |
| 11 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 2.33% | — | +17.62% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.08% | -0.12% | -1.36% | |
| 13 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 1.70% | +0.18% | +2.60% | |
| 14 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 1.68% | +0.69% | NEW | |
| 15 | DFAT | Dimensional US Target Value | ETF-その他 | 1.67% | +0.26% | +4.21% | |
| 16 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.64% | — | -8.31% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.58% | +0.16% | +4.15% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.54% | -0.09% | +12.18% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.51% | — | +11.74% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.46% | +0.19% | -3.55% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.35% | -0.38% | +4.90% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.29% | — | -0.06% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.24% | — | +3.06% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 1.09% | — | -8.58% | |
| 25 | VBIL | Vanguard 0-3m T-bill ETF | ETF-その他 | 0.98% | +2.29% | — | |
| 26 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.84% | -0.27% | +134.80% | |
| 27 | DFIC | Dimensional International Co | ETF-その他 | 0.83% | — | -6.41% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.82% | — | — | |
| 29 | UTZ | Utz Brands INC | 株式-その他 | 0.74% | — | — | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.72% | +0.36% | +162.28% | |
| 31 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.71% | -0.26% | +35.04% | |
| 32 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型株 | 0.71% | +0.39% | -27.54% | |
| 33 | SPXS1EUR | Direxion Dly S&p 500 Bear 3x | ETF-大型株・グロース | 0.70% | — | +15.35% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.69% | — | -0.73% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | -0.20% | +12.84% | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.68% | — | — | |
| 37 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 0.67% | — | — | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.64% | — | +6.29% | |
| 39 | XLF | Ss Financial Select Sector | ETF-その他 | 0.61% | -0.11% | +9.92% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.59% | — | -0.20% | |
| 41 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.56% | — | -1.23% | |
| 42 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.56% | -0.60% | EXIT | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | — | +9.62% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.51% | — | — | |
| 45 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.51% | -0.43% | EXIT | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.44% | — | — | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.44% | — | +9.40% | |
| 48 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.44% | — | +5.72% | |
| 49 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.41% | — | -0.19% | |
| 50 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.39% | — | +6.23% |