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 | 13.71% | +0.25% | +4.09% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 11.54% | -0.06% | -2.12% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.29% | -0.53% | +1.66% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.74% | +0.10% | +5.88% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 6.01% | -0.12% | -1.73% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.96% | -0.08% | -2.68% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.92% | -0.96% | -6.76% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.89% | +0.14% | +6.87% | |
| 9 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 4.15% | +1.05% | -1.32% | |
| 10 | DFIV | Dimensional International Va | ETF-その他 | 3.11% | -0.05% | -8.81% | |
| 11 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 2.80% | +0.24% | +18.45% | |
| 12 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.53% | +0.51% | +6.42% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.41% | -0.27% | — | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.28% | -0.16% | -1.20% | |
| 15 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.27% | +0.32% | +7.18% | |
| 16 | DXIV | Dimensional Intr Vtor E ETF | ETF-その他 | 1.81% | +0.43% | +94.72% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.62% | -0.09% | +6.85% | |
| 18 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.43% | -0.03% | -2.90% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.31% | — | -4.82% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.19% | +0.03% | +3.36% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.11% | -0.36% | +2416.74% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.78% | — | -1.70% | |
| 23 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.76% | -0.02% | -3.22% | |
| 24 | LITE | Lumentum Holdings INC | 株式-IT | 0.72% | -0.72% | EXIT | |
| 25 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.70% | -0.01% | -24.35% | |
| 26 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 0.55% | +0.05% | -1.09% | |
| 27 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 0.38% | +0.14% | +0.23% | |
| 28 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.33% | +0.21% | -0.59% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.27% | -0.04% | +137.16% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.24% | -0.02% | -4.77% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.23% | -0.06% | — | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.22% | +0.06% | -3.23% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.22% | -0.02% | -0.72% | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.20% | -0.11% | -31.04% | |
| 35 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.17% | — | -0.39% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.16% | -0.05% | — | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.14% | — | — | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.12% | -0.01% | +0.43% | |
| 39 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.11% | — | +0.50% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.08% | — | — | |
| 41 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.07% | -0.01% | — | |
| 42 | AAPL | Apple INC | 株式-IT | 0.06% | -0.01% | -0.79% | |
| 43 | AMD | Advanced Micro Devices | 株式-IT | 0.06% | -0.01% | — | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.05% | — | — | |
| 45 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.04% | — | -62.70% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.03% | — | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.03% | — | — | |
| 48 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.03% | — | +0.85% | |
| 49 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 0.03% | +0.01% | -0.52% | |
| 50 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-その他 | 0.03% | — | +0.41% |