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 | 10.92% | -0.85% | -1.99% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.92% | -0.51% | +0.75% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 7.75% | -0.26% | -2.30% | |
| 4 | DFIV | Dimensional International Va | ETF-その他 | 7.27% | +0.30% | -2.93% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 5.29% | -0.04% | -2.58% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.07% | +0.03% | -0.67% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 3.99% | +0.37% | -4.80% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 3.92% | -0.13% | -1.48% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.87% | +0.64% | -4.39% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.81% | -0.26% | -2.06% | |
| 11 | DFAT | Dimensional US Target Value | ETF-その他 | 3.01% | -0.14% | +2.33% | |
| 12 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.54% | +0.50% | +0.08% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.51% | — | -0.85% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.10% | +0.20% | -1.65% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.92% | -0.18% | -1.99% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.45% | -0.06% | +0.85% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.40% | -0.13% | +1.67% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.38% | -0.07% | -1.79% | |
| 19 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.28% | — | +2.03% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.27% | +0.11% | +0.66% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.23% | -0.13% | -1.74% | |
| 22 | DFAI | Dimensional International Co | ETF-その他 | 1.14% | — | — | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.12% | -0.05% | +0.76% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.80% | — | +0.16% | |
| 25 | FTNT | Fortinet INC | 株式-IT | 0.77% | +0.65% | NEW | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.72% | — | -2.27% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.72% | -0.17% | -10.04% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.65% | — | -0.33% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.65% | — | +6.07% | |
| 30 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.63% | +0.28% | +10.51% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.54% | — | +0.65% | |
| 32 | DFSD | Dimensional Short Duration | ETF-その他 | 0.52% | +0.17% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | -69.95% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.47% | -0.13% | +4.92% | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.47% | -0.11% | -0.01% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.41% | — | -2.98% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | -0.06% | -0.27% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.39% | — | -78.63% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.39% | — | -1.36% | |
| 40 | RTX | Rtx CORP | 株式-資本財 | 0.38% | +0.38% | NEW | |
| 41 | SUB | Ishares Short-term National | ETF-その他 | 0.37% | — | +0.83% | |
| 42 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.37% | — | +4.32% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.36% | — | -1.50% | |
| 44 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.35% | +0.04% | -3.54% | |
| 45 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.34% | — | — | |
| 46 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.33% | +0.02% | +0.84% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.33% | +0.34% | NEW | |
| 48 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.31% | — | — | |
| 49 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.30% | — | +0.23% | |
| 50 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.29% | — | — |