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 | 39.89% | — | +1.08% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 8.30% | — | +12.84% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.08% | — | +8.43% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.94% | — | -0.23% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.71% | — | +0.05% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 4.29% | — | +10.69% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 3.08% | — | -14.39% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.42% | — | +0.48% | |
| 9 | DFAI | Dimensional International Co | ETF-その他 | 2.30% | — | +81.48% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.04% | — | +13.03% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.96% | — | -1.11% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.45% | — | +61.07% | |
| 13 | DFIC | Dimensional International Co | ETF-その他 | 1.44% | — | -0.09% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.36% | — | -4.07% | |
| 15 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.21% | — | -3.21% | |
| 16 | CLPT | Clearpoint Neuro INC | 株式-その他 | 1.06% | — | +23.49% | |
| 17 | XPEL | Xpel INC | 株式-その他 | 0.95% | — | -0.03% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.91% | — | -1.74% | |
| 19 | SYK | Stryker CORP | 株式-ヘルスケア | 0.89% | — | -5.34% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.84% | — | +7.08% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.84% | — | -2.97% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.64% | — | +0.42% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.63% | — | +10.37% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.62% | — | +0.92% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.59% | — | — | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.59% | — | -8.00% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | — | +1.18% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.43% | — | -8.27% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.38% | — | -17.32% | |
| 30 | DFIS | Dimensional International Sm | ETF-その他 | 0.37% | — | +0.15% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | — | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.34% | — | -4.22% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.33% | — | +0.73% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.32% | — | -12.23% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.29% | — | — | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.25% | — | -9.28% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.20% | — | — | |
| 38 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.19% | — | — | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.19% | — | +1.33% | |
| 40 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.17% | — | — | |
| 41 | ✓ | Expion360 INC | 株式-その他 | 0.16% | — | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.16% | — | — | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.15% | — | +3.84% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | — | — |