CIK: 0002056783
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 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 8.69% | -0.20% | -0.62% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 8.57% | +0.30% | +1.42% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 5.08% | +0.51% | +2.17% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 4.39% | -0.03% | +2.43% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.35% | +0.52% | +4.72% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 4.23% | -0.16% | +1.52% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.17% | -0.09% | +0.92% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-その他 | 3.76% | +0.12% | +0.40% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.67% | -0.25% | +0.44% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.41% | -0.10% | +2.60% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.21% | -0.10% | +1.27% | |
| 12 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.99% | +0.04% | +3.84% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.29% | -0.03% | +7.41% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 2.27% | -0.06% | +3.04% | |
| 15 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.21% | -0.25% | +14.95% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.08% | +0.33% | +3.67% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.94% | -0.22% | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.73% | -0.14% | -0.14% | |
| 19 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 1.72% | +0.08% | +4.46% | |
| 20 | REET | Ishares Global Reit ETF | ETF-その他 | 1.61% | +0.32% | +6.76% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.49% | +0.01% | -0.12% | |
| 22 | MOTI | Vaneck Mstar Int Moat ETF | ETF-その他 | 1.26% | -0.14% | +0.67% | |
| 23 | IQLT | Ishares Msci International Q | ETF-その他 | 1.25% | -0.05% | +0.68% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.21% | +0.09% | +0.27% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.13% | +0.13% | +3.09% | |
| 26 | RFG | Invesco S&p Midcap 400 Pure | ETF-その他 | 1.10% | +0.08% | -0.03% | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.99% | -0.12% | — | |
| 28 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.98% | — | +0.13% | |
| 29 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 0.93% | +0.10% | +0.30% | |
| 30 | SUB | Ishares Short-term National | ETF-その他 | 0.83% | -0.16% | +0.12% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.81% | -0.02% | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.81% | — | -9.77% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.75% | -0.10% | +0.28% | |
| 34 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.72% | — | +20.61% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.70% | +0.03% | +0.25% | |
| 36 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.70% | — | +0.99% | |
| 37 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.65% | +0.02% | +0.47% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.65% | +0.04% | — | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.62% | -0.07% | — | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.58% | — | +0.17% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.56% | +0.04% | +0.69% | |
| 42 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.55% | — | +0.21% | |
| 43 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.53% | — | — | |
| 44 | AAPL | Apple INC | 株式-IT | 0.49% | — | +0.04% | |
| 45 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.49% | — | +1.93% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.48% | +0.01% | +0.14% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.46% | — | +0.57% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.42% | +0.01% | +6.66% | |
| 49 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.41% | — | +0.10% | |
| 50 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.41% | — | +3.88% |