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 | 13.68% | +0.25% | -5.80% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 13.04% | -0.06% | +0.93% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.35% | -0.53% | +0.06% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.79% | -0.08% | +0.53% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 6.72% | -0.12% | +0.83% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.58% | +0.10% | -3.63% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.56% | -0.96% | -1.17% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.98% | +0.14% | +0.84% | |
| 9 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 4.56% | +1.05% | +3.70% | |
| 10 | DFIV | Dimensional International Va | ETF-その他 | 3.36% | -0.05% | +13.77% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.42% | -0.16% | +16.72% | |
| 12 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.41% | +0.51% | +5.43% | |
| 13 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 2.35% | +0.24% | -10.38% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.18% | +0.32% | +4.94% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.62% | -0.03% | +63.41% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.60% | -0.09% | +21.75% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.52% | — | +32.30% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.24% | +0.03% | +1.81% | |
| 19 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.96% | -0.01% | +27.96% | |
| 20 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.93% | -0.02% | +22.40% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.84% | — | +140.17% | |
| 22 | DXIV | Dimensional Intr Vtor E ETF | ETF-その他 | 0.79% | +0.43% | +14.08% | |
| 23 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 0.59% | +0.05% | -2.96% | |
| 24 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.41% | +0.21% | +11.66% | |
| 25 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 0.40% | +0.14% | -0.77% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.32% | -0.11% | — | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.30% | — | — | |
| 28 | BND | Vanguard Total Bond Market | ETF-その他 | 0.27% | +0.06% | — | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.27% | -0.06% | -9.95% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.26% | -0.02% | +4.41% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.23% | -0.02% | -4.05% | |
| 32 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.19% | — | -0.45% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.15% | — | — | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.12% | -0.01% | +2.49% | |
| 35 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.12% | — | — | |
| 36 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.12% | — | — | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.10% | — | — | |
| 38 | INTC | Intel CORP | 株式-IT | 0.09% | -0.04% | — | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.08% | -0.01% | — | |
| 40 | AAPL | Apple INC | 株式-IT | 0.05% | -0.01% | -25.52% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.05% | -0.36% | -2.37% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.05% | — | — | |
| 43 | AMD | Advanced Micro Devices | 株式-IT | 0.04% | -0.01% | -1.71% | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.03% | — | — | |
| 45 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.03% | — | — | |
| 46 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 0.03% | +0.01% | — | |
| 47 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-その他 | 0.03% | — | +0.46% | |
| 48 | NNOX | Nano-X Imaging Ltd. | 株式-その他 | 0.03% | — | — | |
| 49 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.03% | — | +0.54% | |
| 50 | FFIV | F5 INC | 株式-IT | 0.02% | — | — |