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 | 45.80% | -0.67% | +3.84% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 21.59% | +0.29% | +7.08% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 10.70% | +0.30% | +4.20% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 8.06% | -0.10% | +4.11% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 7.01% | +0.11% | +3.42% | |
| 6 | AAPL | Apple INC | 株式-IT | 0.71% | -0.02% | — | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.71% | -0.02% | -5.09% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 0.57% | -0.08% | — | |
| 9 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.57% | -0.02% | -7.34% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.53% | -0.05% | — | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 0.47% | — | +13.02% | |
| 12 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 0.42% | -0.08% | +0.04% | |
| 13 | SUB | Ishares Short-term National | ETF-その他 | 0.35% | +0.02% | -2.16% | |
| 14 | FMB | First Trust Managed Municipa | ETF-その他 | 0.32% | — | — | |
| 15 | AVGO | Broadcom INC | 株式-IT | 0.29% | — | -17.30% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.26% | — | +1.54% | |
| 17 | MMU | Western Asset Managed Munici | 株式-その他 | 0.25% | — | — | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | — | -0.17% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.22% | -0.01% | — | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.22% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.19% | -0.02% | — | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.18% | +0.14% | NEW | |
| 23 | IQLT | Ishares Msci International Q | ETF-その他 | 0.17% | — | — | |
| 24 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.17% | — | — |