CIK: 0002011651
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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 10.12% | -0.85% | +18.32% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 9.30% | -0.26% | -4.95% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.34% | -0.51% | -1.92% | |
| 4 | DFIV | Dimensional International Va | ETF-その他 | 6.63% | +0.30% | +17.51% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 5.52% | -0.04% | +10.57% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 5.02% | +0.64% | -2.09% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.95% | -0.26% | -0.74% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 3.77% | +0.37% | -0.34% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.53% | +0.03% | +11.32% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 3.27% | -0.13% | +15.64% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.64% | — | +7.03% | |
| 12 | DFAT | Dimensional US Target Value | ETF-その他 | 2.51% | -0.14% | +27.70% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.47% | +0.50% | +18.38% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.14% | +0.20% | -1.17% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.87% | -0.18% | -30.83% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.85% | -0.06% | -10.92% | |
| 17 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.66% | — | +24.95% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.61% | -0.07% | -1.28% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.36% | -0.13% | +2.70% | |
| 20 | CAT | Caterpillar INC | 株式-資本財 | 1.26% | — | -4.48% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.24% | — | -5.47% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.20% | — | -0.03% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.07% | — | -34.12% | |
| 24 | DFAI | Dimensional International Co | ETF-その他 | 1.07% | — | -30.57% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.06% | -0.05% | -1.29% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.05% | -0.13% | -1.00% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.01% | — | +0.09% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.92% | +0.11% | +1.54% | |
| 29 | DFSD | Dimensional Short Duration | ETF-その他 | 0.80% | +0.17% | -6.70% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.74% | — | -11.05% | |
| 31 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.58% | — | -4.92% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.53% | -0.13% | +39.10% | |
| 33 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.45% | +0.28% | +271.33% | |
| 34 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.42% | +0.04% | +0.20% | |
| 35 | IOT | Samsara Inc-cl A | 株式-IT | 0.41% | — | -5.36% | |
| 36 | DISV | Dimensional International Sm | ETF-その他 | 0.39% | +0.02% | -16.20% | |
| 37 | RTX | Rtx CORP | 株式-資本財 | 0.37% | +0.38% | NEW | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.36% | — | +36.56% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | — | — | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.32% | — | — | |
| 41 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.31% | — | +0.25% | |
| 42 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.30% | — | -3.85% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.28% | — | +3.55% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.28% | -0.36% | +5.10% | |
| 45 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.27% | — | -19.11% | |
| 46 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.26% | — | +31.41% | |
| 47 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.26% | — | +15.99% | |
| 48 | WY | Weyerhaeuser Co | 株式-不動産 | 0.24% | — | — | |
| 49 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.22% | — | -3.00% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.22% | -0.17% | -14.69% |