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 | 8.31% | — | -12.09% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 7.31% | +0.23% | +26.33% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.79% | -0.01% | -3.25% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 6.28% | +0.12% | +0.04% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-その他 | 4.14% | +0.33% | -12.48% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.46% | -0.75% | +7.69% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.18% | — | +28.76% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-その他 | 3.03% | — | +28.72% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.87% | +0.28% | -10.23% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.29% | -0.01% | +5.49% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.68% | — | +6.48% | |
| 12 | MBB | Ishares Mbs ETF | ETF-その他 | 1.45% | — | +539.55% | |
| 13 | CSX | Csx CORP | 株式-資本財 | 1.29% | — | -0.24% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.22% | +0.18% | — | |
| 15 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.21% | — | +18.04% | |
| 16 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 1.18% | — | +20.76% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.13% | — | -56.99% | |
| 18 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.12% | — | +96.75% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.10% | -0.21% | -15.20% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.07% | — | +3.83% | |
| 21 | DFIP | Dimensional Inflation-protec | ETF-その他 | 1.01% | — | +21.76% | |
| 22 | DFAI | Dimensional International Co | ETF-その他 | 0.97% | +0.02% | -15.80% | |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.95% | +0.36% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.91% | — | +2.35% | |
| 25 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.85% | — | — | |
| 26 | SYBT | Stock Yards Bancorp INC | 株式-その他 | 0.84% | — | — | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | — | +3.64% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | — | +5.37% | |
| 29 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.81% | — | +46.71% | |
| 30 | IVLU | Ishares Msci International V | ETF-その他 | 0.78% | — | -9.77% | |
| 31 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.76% | — | -18.91% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.75% | — | -26.62% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.65% | — | -0.01% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.64% | — | -1.52% | |
| 35 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.63% | — | +28.54% | |
| 36 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 0.62% | — | -9.19% | |
| 37 | FNB | Fnb CORP | 株式-金融 | 0.62% | — | — | |
| 38 | SO | Southern Co/the | 株式-公益事業 | 0.60% | — | +3.07% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | +0.16% | — | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | +6.44% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +7.46% | |
| 42 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.58% | — | +36.41% | |
| 43 | AFL | Aflac INC | 株式-金融 | 0.51% | — | +0.37% | |
| 44 | SSBUSD | Southstate Bank CORP | 株式-その他 | 0.51% | — | -5.84% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.51% | — | -8.33% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.50% | — | +2.23% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | +4.30% | |
| 48 | AGOX | Adaptive Alpha Opportunities | ETF-その他 | 0.49% | +0.26% | -7.44% | |
| 49 | DFSD | Dimensional Short Duration | ETF-その他 | 0.48% | — | +7.62% | |
| 50 | HUBB | Hubbell INC | 株式-資本財 | 0.47% | — | — |