CIK: 0001830942
申告総資産額
$2.5億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.34% | +0.25% | -0.71% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 14.32% | -0.06% | -0.91% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.43% | -0.53% | -0.13% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 7.38% | -0.12% | -2.19% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.22% | -0.08% | -2.29% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.31% | +0.10% | +0.07% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.01% | -0.96% | -3.35% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 5.05% | +0.14% | +8.30% | |
| 9 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 4.73% | +1.05% | +4.89% | |
| 10 | DFIV | Dimensional International Va | ETF-その他 | 2.61% | -0.05% | -4.60% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.41% | -0.16% | -5.74% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.51% | -0.09% | -6.84% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.47% | +0.32% | +30.94% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.34% | — | -3.32% | |
| 15 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 1.27% | +0.24% | +31.48% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.16% | -0.03% | -5.91% | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.11% | -0.01% | -11.08% | |
| 18 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.09% | -0.02% | -12.35% | |
| 19 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.83% | +0.51% | +115.41% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.76% | +0.03% | -0.45% | |
| 21 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 0.59% | +0.05% | +14.11% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.49% | — | -18.46% | |
| 23 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.49% | +0.21% | +3.70% | |
| 24 | INTC | Intel CORP | 株式-IT | 0.44% | -0.04% | -3.21% | |
| 25 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.41% | -0.11% | -4.09% | |
| 26 | BND | Vanguard Total Bond Market | ETF-その他 | 0.32% | +0.06% | +145.53% | |
| 27 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 0.27% | +0.14% | -0.57% | |
| 28 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.27% | — | -18.43% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.25% | -0.02% | -38.86% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.22% | — | -2.00% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.20% | -0.02% | -17.54% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.18% | — | +6.35% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.17% | — | — | |
| 34 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.15% | — | -10.37% | |
| 35 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.15% | — | — | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.14% | -0.01% | -7.79% | |
| 37 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.13% | — | — | |
| 38 | AMD | Advanced Micro Devices | 株式-IT | 0.12% | -0.01% | +4075.00% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.11% | — | -2.96% | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.11% | — | -26.61% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.10% | -0.36% | +25.73% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.09% | — | — | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.08% | -0.01% | — | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.08% | -0.06% | +647.83% | |
| 45 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.07% | — | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.07% | — | — | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.07% | — | — | |
| 48 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.06% | — | — | |
| 49 | AAPL | Apple INC | 株式-IT | 0.06% | -0.01% | -21.71% | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.06% | — | +176.47% |