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 | 10.43% | -0.85% | +1.16% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 8.89% | -0.26% | +1.11% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.21% | -0.51% | +1.12% | |
| 4 | DFIV | Dimensional International Va | ETF-その他 | 6.51% | +0.30% | +6.69% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 5.67% | -0.04% | +1.03% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 4.59% | +0.64% | +0.73% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 3.55% | +0.37% | +3.45% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.51% | +0.03% | +3.74% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.29% | -0.26% | +1.16% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 3.15% | -0.13% | +3.59% | |
| 11 | DFAT | Dimensional US Target Value | ETF-その他 | 2.69% | -0.14% | +5.02% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.64% | — | -0.09% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.34% | +0.50% | +5.91% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.11% | +0.20% | +1.62% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.64% | — | +4.51% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.58% | -0.06% | +1.16% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.57% | -0.18% | -1.25% | |
| 18 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.48% | — | +1.91% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.43% | -0.07% | -0.33% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.38% | — | +24.30% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.15% | -0.13% | -0.84% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.12% | -0.13% | +9.41% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.07% | +0.11% | +254.45% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 1.06% | — | -0.91% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.91% | -0.05% | +0.15% | |
| 26 | FTNT | Fortinet INC | 株式-IT | 0.90% | +0.65% | NEW | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.83% | — | -0.25% | |
| 28 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.79% | — | -6.66% | |
| 29 | DFAI | Dimensional International Co | ETF-その他 | 0.75% | — | +1.76% | |
| 30 | DFSD | Dimensional Short Duration | ETF-その他 | 0.66% | +0.17% | — | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.63% | +0.38% | NEW | |
| 32 | IOT | Samsara Inc-cl A | 株式-IT | 0.61% | — | +14.70% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.61% | — | -3.19% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.59% | — | +1.92% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.55% | -0.17% | +147.94% | |
| 36 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.52% | +0.28% | +5.65% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.49% | — | +5.85% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.46% | -0.13% | +2.08% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.46% | — | +7.13% | |
| 40 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.44% | — | +0.32% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.43% | +0.34% | NEW | |
| 42 | SO | Southern Co/the | 株式-公益事業 | 0.38% | — | +2.02% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.38% | — | +34.66% | |
| 44 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.34% | +0.04% | -3.92% | |
| 45 | SUB | Ishares Short-term National | ETF-その他 | 0.33% | — | +9.19% | |
| 46 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.31% | — | +30.76% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | — | +1.10% | |
| 48 | DISV | Dimensional International Sm | ETF-その他 | 0.29% | +0.02% | +0.12% | |
| 49 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.27% | — | -0.79% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.26% | -0.36% | — |