CIK: 0002063243
申告総資産額
$1.6億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.74% | +0.20% | +0.92% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.45% | -0.18% | +2.19% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 6.84% | +0.60% | +3.51% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 4.13% | +0.60% | +7.62% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.02% | -0.33% | +7.71% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 3.76% | +0.25% | +1.05% | |
| 7 | DISV | Dimensional International Sm | ETF-その他 | 3.51% | -0.33% | -0.06% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 3.50% | -0.26% | +7.00% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.47% | -0.16% | -4.12% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 3.20% | +0.13% | +0.24% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.04% | +0.05% | +10.51% | |
| 12 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 2.88% | +0.03% | +9.89% | |
| 13 | DFIC | Dimensional International Co | ETF-その他 | 2.73% | -0.09% | -0.73% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 2.55% | -0.31% | -8.55% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.52% | -0.09% | +6.05% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.39% | -0.18% | +29.61% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.31% | +0.05% | -6.98% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.94% | -0.13% | +5.00% | |
| 19 | DFAT | Dimensional US Target Value | ETF-その他 | 1.92% | +0.06% | -0.22% | |
| 20 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.71% | -0.04% | +8.43% | |
| 21 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.67% | +0.02% | +38.15% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.48% | +0.11% | +3.43% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.38% | -0.05% | -2.73% | |
| 24 | SUB | Ishares Short-term National | ETF-その他 | 1.34% | -0.06% | +3.74% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.26% | — | -4.37% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.19% | -0.03% | -3.59% | |
| 27 | AVDE | Avantis International Equity | ETF-その他 | 1.08% | +0.04% | +5.11% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | — | +1.85% | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.92% | +0.12% | +3.67% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.85% | +0.01% | +1.74% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.73% | — | +0.66% | |
| 32 | DFIV | Dimensional International Va | ETF-その他 | 0.72% | — | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.62% | +0.01% | +0.91% | |
| 34 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.62% | -0.19% | — | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.58% | — | — | |
| 36 | REET | Ishares Global Reit ETF | ETF-その他 | 0.57% | +0.01% | -0.37% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.56% | +0.01% | -0.45% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.51% | — | — | |
| 39 | AVRE | Avantis Real Estate ETF | ETF-その他 | 0.49% | -0.01% | +0.72% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.49% | -0.02% | +3.67% | |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.48% | — | +3.22% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.48% | +0.01% | +2.45% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.47% | — | +0.48% | |
| 44 | FIS | Fidelity National Info Serv | 株式-IT | 0.46% | -0.12% | -9.40% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | — | -6.60% | |
| 46 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.41% | — | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.39% | +0.09% | — | |
| 48 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.35% | — | — | |
| 49 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.33% | — | — | |
| 50 | AVA | Avista CORP | 株式-公益事業 | 0.31% | — | — |