CIK: 0001845743
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 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 9.48% | — | -5.06% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.80% | -0.01% | +5.12% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 6.50% | +0.12% | +4.45% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-その他 | 5.36% | +0.33% | -12.21% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.77% | +0.23% | +63.20% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.73% | -0.75% | +3.57% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.36% | +0.28% | +32.13% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.03% | — | +21.91% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.70% | -0.01% | -0.58% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.08% | — | -24.15% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.88% | — | +53.10% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.87% | — | +1.14% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.48% | -0.21% | +1.84% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.32% | — | +31.51% | |
| 15 | CSX | Csx CORP | 株式-資本財 | 1.32% | — | -2.49% | |
| 16 | DFAI | Dimensional International Co | ETF-その他 | 1.27% | +0.02% | -10.92% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.09% | — | +46.40% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.06% | — | -4.52% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.03% | — | — | |
| 20 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 0.98% | — | +2.37% | |
| 21 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 0.98% | — | — | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.97% | — | +18.84% | |
| 23 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.92% | — | +106.66% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.86% | — | +1677.38% | |
| 25 | DFIP | Dimensional Inflation-protec | ETF-その他 | 0.84% | — | +90.51% | |
| 26 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.81% | — | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | — | +2.06% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | — | +0.56% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | +0.16% | +2130.77% | |
| 30 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.70% | — | -23.06% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.68% | — | -0.22% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | — | -9.81% | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.67% | — | +31.20% | |
| 34 | SOFI | Sofi Technologies INC | 株式-金融 | 0.63% | — | +55.16% | |
| 35 | SO | Southern Co/the | 株式-公益事業 | 0.61% | — | +17.57% | |
| 36 | SSBUSD | Southstate Bank CORP | 株式-その他 | 0.58% | — | +0.07% | |
| 37 | AGOX | Adaptive Alpha Opportunities | ETF-その他 | 0.58% | +0.26% | -5.55% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.57% | — | -1.94% | |
| 39 | DVAX | Dynavax Technologies CORP | 株式-その他 | 0.57% | — | +40.42% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -20.47% | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.55% | -0.53% | +92.65% | |
| 42 | FNB | Fnb CORP | 株式-金融 | 0.54% | — | — | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.54% | — | +52.40% | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.53% | — | +22.03% | |
| 45 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.53% | — | -12.51% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.49% | — | -0.26% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.47% | — | +1.42% | |
| 48 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.47% | — | — | |
| 49 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.47% | — | +44.84% | |
| 50 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.46% | — | -0.58% |