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 | 10.02% | -0.85% | +0.00% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 9.07% | -0.26% | +2.81% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.26% | -0.51% | +3.66% | |
| 4 | DFIV | Dimensional International Va | ETF-その他 | 6.57% | +0.30% | +1.85% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 5.67% | -0.04% | +3.40% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 4.55% | +0.64% | +2.23% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 3.75% | +0.37% | +2.30% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.69% | +0.03% | +1.34% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.53% | -0.26% | -0.41% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 3.31% | -0.13% | -0.53% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.92% | — | +0.92% | |
| 12 | DFAT | Dimensional US Target Value | ETF-その他 | 2.53% | -0.14% | +0.45% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.30% | +0.50% | -0.03% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.01% | +0.20% | +1.43% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.57% | -0.06% | -0.68% | |
| 16 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.55% | -0.18% | -4.52% | |
| 17 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.46% | — | +0.41% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.44% | — | +0.02% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.41% | -0.07% | -0.48% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.26% | -0.13% | +0.38% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 1.15% | — | -0.03% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.12% | — | — | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.06% | -0.13% | +7.96% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.97% | -0.05% | -1.15% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.94% | +0.11% | +10.97% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.87% | — | -4.47% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.84% | — | -3.26% | |
| 28 | DFAI | Dimensional International Co | ETF-その他 | 0.80% | — | -2.93% | |
| 29 | FTNT | Fortinet INC | 株式-IT | 0.74% | +0.65% | NEW | |
| 30 | DFSD | Dimensional Short Duration | ETF-その他 | 0.66% | +0.17% | -9.45% | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.65% | +0.38% | NEW | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.61% | — | -10.46% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.59% | — | +195.26% | |
| 34 | IOT | Samsara Inc-cl A | 株式-IT | 0.58% | — | +9.19% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | +0.34% | NEW | |
| 36 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.49% | +0.28% | +26.93% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.46% | — | +14.81% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.46% | -0.13% | — | |
| 39 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.45% | — | -7.84% | |
| 40 | SO | Southern Co/the | 株式-公益事業 | 0.41% | — | -0.20% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.38% | — | +0.64% | |
| 42 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.36% | +0.04% | -2.29% | |
| 43 | DISV | Dimensional International Sm | ETF-その他 | 0.31% | +0.02% | — | |
| 44 | SUB | Ishares Short-term National | ETF-その他 | 0.30% | — | -2.86% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | — | — | |
| 46 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.28% | — | +0.32% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.28% | — | +4.29% | |
| 48 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.28% | — | -5.45% | |
| 49 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.26% | — | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.25% | -0.36% | — |