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 | 44.40% | -0.67% | -0.80% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 24.24% | +0.29% | +4.57% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 11.65% | +0.30% | +4.41% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.50% | -0.10% | +1.59% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 5.92% | +0.11% | -0.99% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 0.70% | -0.08% | +20.82% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 0.66% | — | +36.95% | |
| 8 | AAPL | Apple INC | 株式-IT | 0.64% | -0.02% | +15.35% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.54% | -0.02% | -5.60% | |
| 10 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.46% | -0.02% | -92.35% | |
| 11 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 0.37% | -0.08% | +0.61% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.33% | -0.05% | -8.53% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | -0.02% | +21.10% | |
| 14 | SUB | Ishares Short-term National | ETF-その他 | 0.26% | +0.02% | -5.96% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.26% | — | +18.56% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 0.24% | — | +0.36% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | — | +1.68% | |
| 18 | MMU | Western Asset Managed Munici | 株式-その他 | 0.20% | — | — | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.20% | -0.01% | — | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.18% | -0.01% | — | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.17% | +0.14% | NEW | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.16% | — | +0.97% | |
| 23 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.15% | — | — | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.14% | — | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.14% | +0.09% | — |