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 | 26.98% | -0.04% | +19.24% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-その他 | 19.17% | -1.16% | +19.92% | |
| 3 | DFAI | Dimensional International Co | ETF-その他 | 6.85% | +0.02% | +30.04% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.67% | +0.03% | +28.15% | |
| 5 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 3.43% | +0.20% | +1586.19% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.34% | +0.18% | +0.84% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.20% | +0.04% | -21.68% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.15% | -0.05% | -13.69% | |
| 9 | MBB | Ishares Mbs ETF | ETF-その他 | 2.95% | -0.06% | +2.69% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.62% | -0.13% | +3.90% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.54% | +0.06% | +34.31% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.53% | -2.50% | +0.02% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.24% | -0.04% | +8.34% | |
| 14 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 1.65% | — | +16.84% | |
| 15 | DFSD | Dimensional Short Duration | ETF-その他 | 1.13% | +0.87% | — | |
| 16 | AAPL | Apple INC | 株式-IT | 0.79% | -0.04% | -0.90% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -0.18% | +0.02% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | -0.13% | -10.78% | |
| 19 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.59% | +0.26% | -1.55% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.59% | — | -56.07% | |
| 21 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.56% | — | — | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.53% | -0.02% | — | |
| 23 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.49% | — | +218.43% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.44% | — | -39.98% | |
| 25 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 0.43% | — | -32.11% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.40% | -0.14% | EXIT | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.38% | -0.03% | -28.52% | |
| 28 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.31% | — | -43.05% | |
| 29 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 0.30% | — | — | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.26% | — | +14.35% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.26% | — | +17.89% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.26% | +0.03% | -1.33% | |
| 33 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.24% | — | -39.46% | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.23% | +0.40% | +16.43% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.22% | -0.09% | EXIT | |
| 36 | WDAY | Workday Inc-class A | 株式-IT | 0.22% | -0.05% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.21% | -0.03% | -0.12% | |
| 38 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-その他 | 0.21% | — | — | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.21% | — | — | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | +0.09% | NEW | |
| 41 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.19% | — | -30.51% | |
| 42 | NUV | Nuveen Municipal Value | 株式-その他 | 0.19% | — | -59.88% | |
| 43 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.17% | — | — | |
| 44 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.16% | — | +7.36% | |
| 45 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.16% | — | -64.01% | |
| 46 | GS | Goldman Sachs Group INC | 株式-金融 | 0.16% | — | — | |
| 47 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 0.15% | — | — | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.15% | -0.07% | EXIT | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.13% | -0.01% | — | |
| 50 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.13% | — | — |