CIK: 0001600319
申告総資産額
$16.8億
| # | 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 | WFG | West Fraser Timber Co LTD | 株式-その他 | 12.70% | — | — | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 9.76% | -0.37% | +5.33% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 8.24% | — | +3.71% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 7.24% | +0.30% | -1.43% | |
| 5 | DIHP | Dimensional International Hi | ETF-その他 | 4.03% | -0.36% | +4.14% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.77% | +0.81% | -1.93% | |
| 7 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 3.66% | -0.38% | -7.96% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.39% | +0.25% | +4.60% | |
| 9 | DFIC | Dimensional International Co | ETF-その他 | 2.93% | -0.28% | +6.59% | |
| 10 | HPQ | Hp INC | 株式-IT | 2.76% | — | — | |
| 11 | AVDE | Avantis International Equity | ETF-その他 | 2.51% | +0.16% | +1.22% | |
| 12 | A | Agilent Technologies INC | 株式-ヘルスケア | 2.15% | — | — | |
| 13 | HPE | Hewlett Packard Enterprise | 株式-IT | 1.75% | — | — | |
| 14 | SUB | Ishares Short-term National | ETF-その他 | 1.53% | — | -3.03% | |
| 15 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.39% | -0.01% | +0.17% | |
| 16 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.28% | +0.46% | +19.04% | |
| 17 | KEYS | Keysight Technologies In | 株式-IT | 1.28% | — | — | |
| 18 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 1.25% | -0.27% | EXIT | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.23% | -0.36% | +1.85% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.16% | +0.03% | +75.29% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.05% | -0.02% | +10.60% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.05% | +0.02% | +2.78% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | — | -9.98% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | — | +1.17% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.84% | — | -0.34% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | +0.09% | -5.32% | |
| 27 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.79% | +0.04% | +23.89% | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.73% | +0.11% | +34.28% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | +0.01% | — | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | +0.10% | -2.70% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.69% | — | +2.73% | |
| 32 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.64% | +0.05% | -33.67% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | — | -2.84% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | +0.05% | -3.24% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | -0.65% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.51% | — | +1.12% | |
| 37 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.49% | — | -2.85% | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.48% | — | -15.26% | |
| 39 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.47% | +0.04% | -1.57% | |
| 40 | 07WA | Mr Cooper Group INC | 株式-その他 | 0.44% | — | — | |
| 41 | FVCB | Fvcbankcorp INC | 株式-その他 | 0.41% | — | — | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | — | -0.73% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.37% | — | -0.46% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.36% | — | +0.19% | |
| 45 | MLI | Mueller Industries INC | 株式-資本財 | 0.35% | — | -2.36% | |
| 46 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.34% | -0.07% | -2.44% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.34% | +0.04% | +2.31% | |
| 48 | DFAI | Dimensional International Co | ETF-その他 | 0.34% | +0.12% | +27.96% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.34% | — | -1.05% | |
| 50 | JBHT | Hunt (jb) Transprt Svcs INC | 株式-資本財 | 0.34% | — | -4.19% |