CIK: 0001674581
申告総資産額
$10.2億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-その他 | 19.77% | +18.04% | NEW | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 13.33% | +10.64% | NEW | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 7.97% | +6.39% | NEW | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 7.64% | +6.95% | NEW | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.19% | +6.10% | NEW | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.53% | +7.10% | NEW | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.87% | +12.58% | NEW | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.58% | +0.11% | NEW | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.46% | +0.11% | NEW | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.99% | +2.63% | NEW | |
| 11 | AAPL | Apple INC | 株式-IT | 1.67% | +1.53% | NEW | |
| 12 | LRCXEUR | Lam Research CORP | 株式-IT | 1.09% | — | -4.96% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.93% | +0.84% | NEW | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.87% | +0.87% | NEW | |
| 15 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.48% | +0.24% | NEW | |
| 16 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.46% | — | — | |
| 17 | NUEM | Nuveen Esg Emerging Markets | ETF-新興国市場 | 0.44% | +0.38% | NEW | |
| 18 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 0.41% | — | +2.92% | |
| 19 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.41% | — | +3.09% | |
| 20 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.38% | +0.39% | NEW | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | +0.11% | NEW | |
| 22 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.35% | +3.33% | NEW | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | +0.43% | NEW | |
| 24 | MMM | 3m Co | 株式-資本財 | 0.33% | — | -2.27% | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.33% | — | +60.52% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.32% | +0.12% | NEW | |
| 27 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.31% | +5.04% | NEW | |
| 28 | PACWUSD | Pacwest Bancorp | 株式-その他 | 0.31% | — | +25.98% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.31% | +0.14% | NEW | |
| 30 | CRM | Salesforce INC | 株式-IT | 0.30% | +0.27% | NEW | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.30% | +0.11% | NEW | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.29% | — | -8.02% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.27% | +0.24% | NEW | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | +0.19% | NEW | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.23% | — | +8.37% | |
| 36 | USB | US Bancorp | 株式-金融 | 0.21% | +0.11% | NEW | |
| 37 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.21% | — | +8.58% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | +0.18% | NEW | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.20% | +0.12% | NEW | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.20% | — | -2.01% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | +0.15% | NEW | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.19% | — | -5.25% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.19% | +0.10% | NEW | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.18% | +0.39% | NEW | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.18% | — | +19.73% | |
| 46 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.18% | — | +35.03% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.17% | +0.13% | NEW | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.16% | +0.11% | NEW | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.16% | +0.13% | NEW | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.15% | +0.12% | NEW |