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 | 40.51% | — | +1.23% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 7.52% | — | +14.94% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.08% | — | -1.49% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.58% | — | +3.94% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.84% | — | -0.39% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 3.90% | — | -1.38% | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 3.85% | — | +6.63% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.45% | — | +0.01% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.04% | — | +0.03% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.95% | — | -1.87% | |
| 11 | XPEL | Xpel INC | 株式-その他 | 1.55% | — | — | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.53% | — | -4.97% | |
| 13 | DFIC | Dimensional International Co | ETF-その他 | 1.50% | — | +0.61% | |
| 14 | DFAI | Dimensional International Co | ETF-その他 | 1.32% | — | +18.85% | |
| 15 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.29% | — | +400.10% | |
| 16 | SYK | Stryker CORP | 株式-ヘルスケア | 0.98% | — | +2.18% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.95% | — | -0.73% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.93% | — | +4.51% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.92% | — | +15.56% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.84% | — | +11.40% | |
| 21 | CLPT | Clearpoint Neuro INC | 株式-その他 | 0.72% | — | +1.41% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.65% | — | -0.35% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.64% | — | -0.76% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.64% | — | -1.68% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.63% | — | — | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.58% | — | -3.08% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.56% | — | -1.79% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.48% | — | +0.40% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.47% | — | +0.13% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.39% | — | -4.56% | |
| 31 | DFIS | Dimensional International Sm | ETF-その他 | 0.38% | — | +20.93% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.35% | — | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.33% | — | +0.36% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | — | — | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.33% | — | — | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.28% | — | -1.85% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.20% | — | — | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.19% | — | — | |
| 39 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.19% | — | +0.07% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.18% | — | — | |
| 41 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.18% | — | — | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.16% | — | — | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.16% | — | -3.76% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.16% | — | — | |
| 45 | ✓ | Expion360 INC | 株式-その他 | 0.14% | — | +1.80% | |
| 46 | VRNA | Verona Pharma PLC - Adr | 株式-その他 | 0.13% | — | -13.28% | |
| 47 | SRTS | Sensus Healthcare INC | 株式-その他 | 0.02% | — | -85.82% |