CIK: 0001708872
申告総資産額
$4.5億
| # | 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 | DFAU | Dimensional US Core Equity M | ETF-その他 | 28.61% | -0.69% | +2.59% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.63% | +0.76% | +0.97% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 7.58% | +0.20% | +4.03% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 7.33% | -0.79% | -2.38% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 7.15% | — | +2.02% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.99% | -0.34% | -3.09% | |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 6.05% | -0.03% | -3.25% | |
| 8 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 4.19% | +0.40% | -5.26% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.27% | +0.17% | +1.39% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.65% | — | -6.50% | |
| 11 | MBB | Ishares Mbs ETF | ETF-その他 | 2.01% | +0.05% | -3.15% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.80% | — | -2.99% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.52% | +0.55% | -10.94% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.97% | -0.07% | +19.17% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | -0.02% | — | |
| 16 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.68% | -0.04% | -0.15% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.68% | -0.03% | — | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.55% | +0.03% | — | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.50% | -0.04% | -2.77% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.43% | — | +1.24% | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 0.42% | -0.10% | +0.01% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | -0.03% | -3.23% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | -0.03% | — | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.38% | +0.03% | +195.72% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.35% | -0.04% | -1.77% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.35% | — | -1.99% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.33% | -0.06% | — | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.29% | — | -9.75% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.29% | -0.07% | — | |
| 30 | OKE | Oneok INC | 株式-エネルギー | 0.28% | -0.11% | EXIT | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.25% | +0.02% | +1.76% | |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.24% | — | +1.58% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.21% | — | -4.92% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.20% | -0.03% | — | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.18% | +0.04% | -9.99% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.17% | -0.04% | -6.00% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.17% | -0.09% | +1.06% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.14% | +0.03% | -2.31% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.14% | — | +200.04% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.13% | +0.04% | — | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.12% | +0.04% | — | |
| 42 | IYK | Ishares US Consumer Staples | ETF-その他 | 0.12% | — | -4.86% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.11% | +0.03% | -5.48% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.11% | — | — | |
| 45 | T | At&t INC | 株式-通信サービス | 0.10% | +0.01% | — | |
| 46 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.10% | +0.02% | -27.02% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.10% | -0.01% | — | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.10% | — | +11.37% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.09% | — | -5.93% | |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.09% | — | +1.24% |