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 | 12.39% | -0.10% | +1.38% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 11.67% | +1.13% | +6.08% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.03% | -0.20% | +0.05% | |
| 4 | DISV | Dimensional International Sm | ETF-その他 | 3.91% | +0.38% | +6.83% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.71% | +0.35% | +6.50% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.62% | +0.20% | +7.49% | |
| 7 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 3.51% | — | +68.94% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.07% | -3.07% | EXIT | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.71% | +0.21% | +3.90% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.38% | -0.32% | -3.91% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.33% | +0.16% | +1.36% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.28% | +0.23% | +2.81% | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.93% | -1.58% | — | |
| 14 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.84% | -0.12% | -1.98% | |
| 15 | VBIL | Vanguard 0-3m T-bill ETF | ETF-その他 | 1.72% | +2.29% | +98.89% | |
| 16 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 1.68% | +0.18% | +5.90% | |
| 17 | USEW | Cambria US Ew ETF | ETF-その他 | 1.55% | — | — | |
| 18 | DFAT | Dimensional US Target Value | ETF-その他 | 1.51% | +0.26% | -0.07% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.49% | -0.09% | +2.50% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.48% | +0.16% | +5.01% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.47% | — | -1.11% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.32% | +0.19% | — | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.20% | — | -0.10% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 1.20% | — | -9.98% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.20% | -0.38% | +7.76% | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.16% | — | +1.65% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.98% | +0.36% | +53.06% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.98% | — | +34.94% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.97% | — | -1.62% | |
| 30 | DFIC | Dimensional International Co | ETF-その他 | 0.78% | — | +0.75% | |
| 31 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.76% | -0.26% | +137.46% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | — | +66.21% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.63% | -0.20% | -1.02% | |
| 34 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 0.62% | — | — | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.62% | — | — | |
| 36 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.60% | -0.60% | EXIT | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.60% | — | -1.46% | |
| 38 | OWL | Blue Owl Capital INC | 株式-金融 | 0.59% | -0.59% | EXIT | |
| 39 | XLF | Ss Financial Select Sector | ETF-その他 | 0.59% | -0.11% | +7.02% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.57% | — | -22.70% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.57% | -0.27% | — | |
| 42 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.55% | +0.66% | +95.90% | |
| 43 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.50% | — | — | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.43% | — | -3.08% | |
| 45 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.43% | -0.43% | EXIT | |
| 46 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.42% | — | +9.10% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.40% | — | -0.75% | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.39% | — | -4.39% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.37% | — | -12.80% | |
| 50 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.37% | — | +7.25% |