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 | 27.27% | -0.69% | -0.12% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 9.93% | +0.76% | +4.33% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.41% | -0.34% | -0.17% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 7.36% | -0.79% | -1.11% | |
| 5 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 7.14% | — | +2.67% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 7.03% | +0.20% | +1.06% | |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 5.66% | -0.03% | -4.83% | |
| 8 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 3.76% | +0.40% | +0.17% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.56% | +0.17% | +2.98% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.20% | — | -1.19% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.90% | — | -0.12% | |
| 12 | MBB | Ishares Mbs ETF | ETF-その他 | 1.70% | +0.05% | -0.38% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.09% | -0.07% | -0.48% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.04% | +0.55% | -11.29% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.82% | -0.03% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | -0.02% | +0.38% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.79% | -0.03% | +0.19% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.66% | +0.03% | -0.19% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.61% | -0.04% | -0.85% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.59% | -0.04% | -0.77% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.53% | +0.03% | — | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.48% | — | -0.35% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | -0.03% | +1.15% | |
| 24 | QCOM | Qualcomm INC | 株式-IT | 0.47% | -0.10% | +14.40% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.41% | -0.03% | +1.31% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.37% | — | -1.91% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.35% | -0.06% | +0.21% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.34% | -0.07% | +4.51% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.29% | — | -4.42% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.29% | -0.04% | -1.96% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.28% | +0.02% | — | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.27% | -0.09% | +0.36% | |
| 33 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.20% | — | -8.95% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | +0.04% | +0.76% | |
| 35 | PECO | Phillips Edison & Company In | 株式-不動産 | 0.19% | +0.01% | +0.06% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.17% | — | -6.24% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.17% | -0.04% | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.17% | -0.03% | -1.12% | |
| 39 | CAT | Caterpillar INC | 株式-資本財 | 0.15% | +0.04% | +1.06% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.14% | +0.02% | +1.36% | |
| 41 | STX | Seagate Technology Holdings plc | 株式-IT | 0.13% | -0.03% | — | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.13% | — | +0.02% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.12% | +0.03% | +6.92% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.12% | +0.03% | +17.02% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.12% | +0.04% | +1.10% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.11% | -0.01% | +5.86% | |
| 47 | OKE | Oneok INC | 株式-エネルギー | 0.11% | -0.11% | EXIT | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.10% | — | — | |
| 49 | IYK | Ishares US Consumer Staples | ETF-その他 | 0.10% | — | +0.47% | |
| 50 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.09% | +0.02% | +0.33% |