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 | 23.68% | -0.04% | -2.78% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-その他 | 19.76% | -1.16% | +0.08% | |
| 3 | DFAI | Dimensional International Co | ETF-その他 | 6.65% | +0.02% | +1.07% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.30% | +0.03% | -1.98% | |
| 5 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 3.89% | +0.20% | +23.85% | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.62% | -2.50% | +0.01% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.58% | +0.18% | -6.47% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.57% | +0.06% | +3.27% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.56% | -0.13% | -2.42% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.49% | +0.04% | -4.12% | |
| 11 | MBB | Ishares Mbs ETF | ETF-その他 | 2.33% | -0.06% | -4.09% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.27% | -0.05% | -3.02% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.19% | -0.04% | -1.10% | |
| 14 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 2.04% | — | +186.55% | |
| 15 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 1.62% | — | — | |
| 16 | DFSD | Dimensional Short Duration | ETF-その他 | 1.26% | +0.87% | +25.03% | |
| 17 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.96% | — | +77.23% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.90% | -0.18% | +3.49% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.83% | -0.04% | +6.18% | |
| 20 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.65% | — | +26.20% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | -0.13% | -2.40% | |
| 22 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.61% | — | +35.20% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.54% | +0.40% | +99.02% | |
| 24 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-その他 | 0.52% | — | +77.53% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 0.43% | -0.62% | +212.01% | |
| 26 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.41% | +0.26% | -7.26% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.40% | -0.02% | +1.44% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.38% | — | -2.70% | |
| 29 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.36% | — | +23.20% | |
| 30 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 0.35% | — | -2.04% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.35% | — | -2.14% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.31% | — | +158.70% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.31% | -0.03% | +1.54% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.31% | -0.14% | EXIT | |
| 35 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.27% | — | -2.69% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.26% | — | +19.40% | |
| 37 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 0.25% | — | -6.76% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | -0.03% | +2.94% | |
| 39 | WDAY | Workday Inc-class A | 株式-IT | 0.24% | -0.05% | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.24% | -0.01% | +46.30% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.23% | +0.03% | — | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.21% | — | +3.72% | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.19% | — | +0.85% | |
| 44 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.19% | — | — | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.18% | — | — | |
| 46 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.18% | — | — | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.17% | -0.09% | EXIT | |
| 48 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.17% | — | -4.87% | |
| 49 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.16% | -0.02% | — | |
| 50 | GS | Goldman Sachs Group INC | 株式-金融 | 0.16% | — | — |