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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.80% | -0.55% | +3.65% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 9.59% | +0.49% | +0.31% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 7.92% | -0.20% | +106.57% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.37% | -0.46% | +3.72% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-その他 | 6.54% | -0.21% | +138.70% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.68% | -0.21% | -2.17% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.97% | -0.35% | -9.27% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.38% | -0.30% | -5.05% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.98% | — | +66.69% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.96% | -0.43% | +4.76% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.44% | — | -12.73% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.08% | -0.13% | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.79% | -0.10% | +25.88% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.28% | -0.14% | -0.65% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 2.27% | -0.17% | +0.42% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.91% | -0.06% | -1.15% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.90% | -0.05% | +4.50% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.80% | +0.41% | +16.53% | |
| 19 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 1.48% | -0.07% | +36.39% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.48% | -0.08% | -0.74% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.44% | +0.04% | +19.35% | |
| 22 | DFAI | Dimensional International Co | ETF-その他 | 1.23% | +0.34% | +11.51% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.19% | -0.09% | -5.43% | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.87% | +0.05% | -12.66% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.83% | -0.11% | -3.66% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.79% | — | -27.99% | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.74% | — | — | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.69% | -0.07% | -3.97% | |
| 29 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.65% | +0.14% | +34.04% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.59% | — | — | |
| 31 | AAPL | Apple INC | 株式-IT | 0.51% | -0.03% | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.48% | -0.02% | -1.23% | |
| 33 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.47% | +0.59% | — | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.45% | — | +0.03% | |
| 35 | DFAT | Dimensional US Target Value | ETF-その他 | 0.44% | -0.02% | — | |
| 36 | GDXJ | Vaneck Junior Gold Miners | ETF-コモディティ | 0.36% | +0.02% | -3.03% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.35% | — | -6.67% | |
| 38 | MTUS | Metallus INC | 株式-その他 | 0.34% | — | — | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.33% | — | -3.81% | |
| 40 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.32% | — | -28.23% | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.31% | -0.05% | — |