CIK: 0001949824
申告総資産額
$3.1億
| # | 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 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 25.50% | -0.04% | +5.10% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-その他 | 19.55% | -1.16% | +5.77% | |
| 3 | DFAI | Dimensional International Co | ETF-その他 | 6.59% | +0.02% | +7.22% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.32% | +0.03% | -2.28% | |
| 5 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.66% | -2.50% | — | |
| 6 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 3.29% | +0.20% | +6.59% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.95% | +0.18% | -3.07% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.83% | +0.04% | -2.01% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.59% | -0.13% | +0.38% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.56% | +0.06% | +9.37% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.53% | -0.05% | -7.03% | |
| 12 | MBB | Ishares Mbs ETF | ETF-その他 | 2.52% | -0.06% | -1.01% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.16% | -0.04% | +1.03% | |
| 14 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 1.52% | — | +5.54% | |
| 15 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 1.49% | — | — | |
| 16 | DFSD | Dimensional Short Duration | ETF-その他 | 1.09% | +0.87% | -0.61% | |
| 17 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.03% | — | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.80% | -0.18% | — | |
| 19 | AAPL | Apple INC | 株式-IT | 0.76% | -0.04% | -6.06% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | -0.13% | -0.58% | |
| 21 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.59% | — | — | |
| 22 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.55% | — | -0.05% | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.49% | +0.26% | -1.41% | |
| 24 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.47% | — | +0.45% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.41% | — | -19.13% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.40% | -0.02% | -3.09% | |
| 27 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.37% | — | -2.97% | |
| 28 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 0.36% | — | -10.07% | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.31% | -0.14% | EXIT | |
| 30 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.31% | — | — | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.31% | -0.03% | -7.76% | |
| 32 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-その他 | 0.31% | — | +50.05% | |
| 33 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 0.28% | — | — | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.27% | +0.40% | +21.16% | |
| 35 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.26% | — | -6.78% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.26% | +0.03% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | -0.03% | — | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.23% | — | — | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.21% | — | +3.85% | |
| 40 | WDAY | Workday Inc-class A | 株式-IT | 0.21% | -0.05% | — | |
| 41 | HON | Honeywell International INC | 株式-資本財 | 0.18% | — | — | |
| 42 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.18% | — | -5.89% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.18% | -0.09% | EXIT | |
| 44 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.16% | — | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.16% | -0.01% | +28.10% | |
| 46 | SUB | Ishares Short-term National | ETF-その他 | 0.15% | — | -14.29% | |
| 47 | GS | Goldman Sachs Group INC | 株式-金融 | 0.14% | — | — | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.14% | — | -10.51% | |
| 49 | BND | Vanguard Total Bond Market | ETF-その他 | 0.14% | -0.62% | — | |
| 50 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.14% | — | -4.04% |