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 | 37.96% | — | -0.13% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 8.30% | — | +5.74% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 6.05% | — | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.56% | — | -1.21% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.47% | — | +1.78% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.47% | — | +399.99% | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 4.00% | — | +4.12% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 2.47% | — | -6.28% | |
| 9 | DFAI | Dimensional International Co | ETF-その他 | 2.20% | — | +4.32% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.88% | — | +0.59% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.87% | — | +0.03% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.66% | — | -4.93% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.32% | — | +9.70% | |
| 14 | DFIC | Dimensional International Co | ETF-その他 | 1.30% | — | -0.30% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.17% | — | +0.31% | |
| 16 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.11% | — | -3.12% | |
| 17 | CLPT | Clearpoint Neuro INC | 株式-その他 | 0.97% | — | +5.22% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.95% | — | +9.56% | |
| 19 | SYK | Stryker CORP | 株式-ヘルスケア | 0.92% | — | — | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.75% | — | +0.96% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.74% | — | -0.34% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.61% | — | +0.31% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 0.58% | — | — | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.58% | — | +0.84% | |
| 25 | XPEL | Xpel INC | 株式-その他 | 0.56% | — | -32.46% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.54% | — | -1.30% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.53% | — | -2.94% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +109.45% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.48% | — | -2.35% | |
| 30 | VKTX | Viking Therapeutics INC | 株式-ヘルスケア | 0.47% | — | — | |
| 31 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.40% | — | -0.83% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.36% | — | +0.12% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | — | — | |
| 34 | DFIS | Dimensional International Sm | ETF-その他 | 0.33% | — | -0.03% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.33% | — | +4.86% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | — | +0.06% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.27% | — | -6.15% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.25% | — | — | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.23% | — | — | |
| 40 | AQST | Aquestive Therapeutics INC | 株式-その他 | 0.21% | — | — | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.19% | — | -2.17% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.17% | — | — | |
| 43 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.15% | — | — | |
| 44 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.14% | — | +0.07% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.14% | — | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.13% | — | -1.51% | |
| 47 | ✓ | Expion360 INC | 株式-その他 | 0.08% | — | — |