CIK: 0001904822
申告総資産額
$1.3億
| # | 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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 11.55% | +0.49% | -9.19% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.57% | -0.55% | +4.50% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.67% | -0.46% | +10.10% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.54% | -0.21% | +3.17% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-その他 | 5.99% | -0.21% | -20.04% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.61% | -0.35% | -0.15% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.95% | -0.30% | -2.58% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.95% | — | -7.05% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.57% | -0.43% | -3.79% | |
| 10 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-その他 | 4.08% | — | +1.48% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.69% | — | -19.99% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.47% | -0.13% | — | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.67% | -0.14% | -0.15% | |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 2.31% | -0.17% | +5.24% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.13% | -0.10% | +118.63% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.00% | -0.06% | +1.46% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.64% | -0.08% | +26.19% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.48% | -0.09% | +5.45% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.46% | -0.05% | +1.38% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.41% | — | +19.83% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.07% | +0.05% | -0.64% | |
| 22 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.07% | — | — | |
| 23 | DFSD | Dimensional Short Duration | ETF-その他 | 0.99% | — | — | |
| 24 | DFAI | Dimensional International Co | ETF-その他 | 0.96% | +0.34% | +46.67% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.92% | -0.11% | -0.30% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.90% | — | — | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.76% | -0.07% | — | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.75% | — | -20.92% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.69% | — | -10.67% | |
| 30 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.57% | — | -11.96% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.52% | +0.41% | — | |
| 32 | AAPL | Apple INC | 株式-IT | 0.51% | -0.03% | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.49% | -0.02% | — | |
| 34 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.46% | +0.16% | — | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.42% | — | — | |
| 36 | MTUS | Metallus INC | 株式-その他 | 0.41% | — | — | |
| 37 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.40% | — | — | |
| 38 | GDXJ | Vaneck Junior Gold Miners | ETF-コモディティ | 0.36% | +0.02% | — | |
| 39 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.35% | — | — | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.34% | -0.13% | — | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.33% | -0.05% | — |