CIK: 0002043468
申告総資産額
$1.9億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 10.05% | -0.61% | +1.19% | |
| 2 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-その他 | 5.80% | -0.07% | +7.83% | |
| 3 | DFAI | Dimensional International Co | ETF-その他 | 4.95% | +0.26% | +15.54% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 4.91% | -0.17% | -1.56% | |
| 5 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 4.16% | -0.22% | +2.49% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.83% | — | +10.34% | |
| 7 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 2.78% | -0.31% | -2.88% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.63% | -0.52% | -0.31% | |
| 9 | FLXR | Tcw Flexible Income ETF | ETF-その他 | 2.52% | +0.07% | +88.23% | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.25% | -0.05% | +4.79% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.09% | -0.05% | +9.43% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.01% | +0.33% | +9.11% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.87% | -0.03% | +18.86% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.86% | -0.04% | +6.55% | |
| 15 | DFIV | Dimensional International Va | ETF-その他 | 1.80% | +0.13% | +21.78% | |
| 16 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.55% | — | +9.71% | |
| 17 | DFAT | Dimensional US Target Value | ETF-その他 | 1.48% | +0.04% | +8.12% | |
| 18 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.44% | +0.01% | -5.28% | |
| 19 | FHLC | Fidelity Msci Health Care | ETF-その他 | 1.39% | -0.14% | +0.83% | |
| 20 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 1.29% | -0.14% | — | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.26% | +0.15% | +7.89% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.24% | -0.17% | +1.81% | |
| 23 | MTBA | Simplify Mbs ETF | ETF-その他 | 1.18% | +0.46% | +5.79% | |
| 24 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.18% | +0.04% | +11.20% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.13% | — | -0.57% | |
| 26 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.09% | +0.04% | +10.05% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.07% | — | -1.15% | |
| 28 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.07% | — | -5.13% | |
| 29 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.99% | — | -0.80% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.96% | — | -11.82% | |
| 31 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 0.95% | -0.12% | -4.92% | |
| 32 | BCV | Bancroft Fund LTD | 株式-その他 | 0.95% | — | +0.02% | |
| 33 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.89% | +0.01% | +42.78% | |
| 34 | TY | Tri-continental CORP | 株式-その他 | 0.87% | — | -0.37% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.87% | — | -8.84% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.75% | — | -8.75% | |
| 37 | AMJB | Alerian Mlp Etn2044 | ETF-その他 | 0.75% | +0.09% | -1.40% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.75% | -0.12% | +1.86% | |
| 39 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.67% | — | -0.22% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.64% | -0.16% | +2.22% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.57% | — | — | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.55% | — | -6.72% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.53% | — | — | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.52% | — | — | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.51% | — | -8.78% | |
| 46 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.51% | — | — | |
| 47 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-その他 | 0.50% | — | -3.33% | |
| 48 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 0.50% | — | — | |
| 49 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.49% | — | -3.63% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | — |