CIK: 0001927960
申告総資産額
$2.0億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 37.34% | — | -0.93% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 7.86% | — | — | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 6.10% | — | +4.61% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.76% | — | -0.74% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.10% | — | +2.34% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.58% | — | +0.48% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 3.70% | — | +3.58% | |
| 8 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 3.29% | — | +3.21% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.49% | — | -0.26% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.90% | — | -5.46% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.86% | — | +11.95% | |
| 12 | XPEL | Xpel INC | 株式-その他 | 1.53% | — | — | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.51% | — | +2.89% | |
| 14 | DFIC | Dimensional International Co | ETF-その他 | 1.40% | — | +4.35% | |
| 15 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.19% | — | -6.38% | |
| 16 | DFAI | Dimensional International Co | ETF-その他 | 1.05% | — | +15.98% | |
| 17 | SYK | Stryker CORP | 株式-ヘルスケア | 0.96% | — | — | |
| 18 | CLPT | Clearpoint Neuro INC | 株式-その他 | 0.93% | — | +13.18% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.89% | — | +0.02% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.83% | — | +0.83% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.83% | — | -2.81% | |
| 22 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.70% | — | +5.80% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.61% | — | -1.74% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.61% | — | -0.87% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.61% | — | +0.37% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.56% | — | — | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.56% | — | +1.31% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | — | +0.70% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.45% | — | +0.10% | |
| 30 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.45% | — | -4.02% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.38% | — | -1.46% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | — | +0.06% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.31% | — | — | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | — | — | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.30% | — | — | |
| 36 | DFIS | Dimensional International Sm | ETF-その他 | 0.29% | — | +0.84% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.27% | — | +0.04% | |
| 38 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.19% | — | — | |
| 39 | VRNA | Verona Pharma PLC - Adr | 株式-その他 | 0.18% | — | — | |
| 40 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.17% | — | — | |
| 41 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.17% | — | +0.07% | |
| 42 | MRNA | Moderna INC | 株式-ヘルスケア | 0.17% | — | -34.35% | |
| 43 | SRTS | Sensus Healthcare INC | 株式-その他 | 0.16% | — | +12.68% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.16% | — | — | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.15% | — | +0.09% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.15% | — | +0.56% | |
| 47 | ✓ | Expion360 INC | 株式-その他 | 0.15% | — | +57.00% |