CIK: 0001993327
申告総資産額
$1.6億
| # | 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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 39.47% | -0.67% | — | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 21.23% | +0.29% | — | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 10.99% | +0.30% | — | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 8.34% | -0.10% | — | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 6.71% | +0.11% | — | |
| 6 | ✓ | Terran Orbital CORP | 株式-その他 | 6.57% | — | — | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.11% | -0.05% | — | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.10% | -0.02% | — | |
| 9 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.86% | -0.02% | — | |
| 10 | SUB | Ishares Short-term National | ETF-その他 | 0.68% | +0.02% | — | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.58% | -0.08% | — | |
| 12 | AAPL | Apple INC | 株式-IT | 0.57% | -0.02% | — | |
| 13 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 0.49% | -0.08% | — | |
| 14 | MMU | Western Asset Managed Munici | 株式-その他 | 0.35% | — | — | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 0.26% | +0.14% | NEW | |
| 16 | CATY | Cathay General Bancorp | 株式-その他 | 0.22% | — | — | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.21% | -0.01% | — | |
| 18 | AVGO | Broadcom INC | 株式-IT | 0.21% | — | — | |
| 19 | ✓ | Beyondspring INC Shs | 株式-その他 | 0.04% | — | — |