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 | 9.64% | +0.20% | +2.28% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.35% | -0.18% | +0.84% | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 8.14% | +0.60% | +5.00% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 4.89% | +0.60% | +3.61% | |
| 5 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 4.70% | -0.31% | +5.12% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 4.12% | -0.26% | +2.69% | |
| 7 | DISV | Dimensional International Sm | ETF-その他 | 3.68% | -0.33% | -0.60% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 3.49% | +0.25% | +0.80% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 3.34% | +0.13% | +0.32% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.19% | -0.33% | +47.31% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.84% | +0.05% | +2.28% | |
| 12 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 2.75% | +0.03% | +3.30% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.73% | +0.05% | +0.23% | |
| 14 | DFIC | Dimensional International Co | ETF-その他 | 2.70% | -0.09% | +0.30% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.49% | -0.18% | +4.65% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.20% | -0.09% | +4.38% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.15% | -0.13% | +6.84% | |
| 18 | AAPL | Apple INC | 株式-IT | 2.06% | -0.16% | — | |
| 19 | DFAT | Dimensional US Target Value | ETF-その他 | 1.78% | +0.06% | -0.60% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.69% | +0.11% | +11.03% | |
| 21 | SUB | Ishares Short-term National | ETF-その他 | 1.61% | -0.06% | +5.18% | |
| 22 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.59% | -0.04% | +1.46% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.40% | -0.05% | -1.14% | |
| 24 | AVDE | Avantis International Equity | ETF-その他 | 1.16% | +0.04% | +0.18% | |
| 25 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.06% | +0.12% | +0.79% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.01% | -0.03% | -0.65% | |
| 27 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.99% | +0.02% | — | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.95% | — | -1.13% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.84% | +0.01% | +6.44% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.83% | — | +0.44% | |
| 31 | DFIV | Dimensional International Va | ETF-その他 | 0.75% | — | — | |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.57% | — | +12.95% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | +0.01% | +0.33% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | +0.01% | +5.12% | |
| 35 | AVRE | Avantis Real Estate ETF | ETF-その他 | 0.53% | -0.01% | +9.25% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.52% | -0.02% | +7.12% | |
| 37 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.48% | -0.19% | -11.24% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.46% | — | — | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.46% | — | — | |
| 40 | FIS | Fidelity National Info Serv | 株式-IT | 0.44% | -0.12% | — | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.43% | +0.01% | — | |
| 42 | BMO | Bank Of Montreal | 株式-金融 | 0.40% | +0.06% | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.37% | +0.09% | -2.15% | |
| 44 | NET | Cloudflare INC - Class A | 株式-IT | 0.35% | -0.11% | — | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.32% | — | — | |
| 46 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.32% | — | — | |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.30% | — | +2.29% | |
| 48 | REET | Ishares Global Reit ETF | ETF-その他 | 0.29% | +0.01% | -41.90% | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.29% | -0.29% | EXIT | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | — | -6.36% |