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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 9.19% | +0.23% | -0.10% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.66% | -0.01% | +9.63% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 8.06% | +0.12% | +8.35% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.10% | -0.69% | +4.54% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.26% | -0.75% | -4.00% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.66% | -0.01% | -0.77% | |
| 7 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.57% | — | +12.98% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-その他 | 2.40% | — | -26.94% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.17% | — | +9.87% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.15% | +0.28% | -34.26% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.08% | — | -18.25% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.07% | +0.33% | -21.99% | |
| 13 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.74% | — | +8.50% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.66% | -0.53% | +341.86% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.54% | -0.21% | +19.22% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.33% | +0.06% | -3.55% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.30% | +0.18% | +22.42% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.25% | — | +17.77% | |
| 19 | CSX | Csx CORP | 株式-資本財 | 1.13% | — | +0.34% | |
| 20 | MBB | Ishares Mbs ETF | ETF-その他 | 1.12% | — | -1.88% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.09% | +1.09% | +10.78% | |
| 22 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.02% | — | -5.60% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.01% | — | +7.31% | |
| 24 | SOFI | Sofi Technologies INC | 株式-金融 | 0.99% | — | +57.27% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.92% | — | +5.79% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | +0.16% | +6.34% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.82% | — | +386.80% | |
| 28 | DFIC | Dimensional International Co | ETF-その他 | 0.74% | — | +228.46% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.73% | — | — | |
| 30 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.73% | — | +244.14% | |
| 31 | DFIP | Dimensional Inflation-protec | ETF-その他 | 0.72% | — | -18.46% | |
| 32 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.70% | — | +243.49% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.69% | — | -38.54% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.66% | — | +11.43% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.65% | — | +5.64% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | — | +9.92% | |
| 37 | MODL | Victoryshares Westend US Sec | ETF-その他 | 0.63% | +0.08% | +60.33% | |
| 38 | IVLU | Ishares Msci International V | ETF-その他 | 0.55% | — | -20.34% | |
| 39 | SYBT | Stock Yards Bancorp INC | 株式-その他 | 0.52% | — | +24.03% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | +18.68% | |
| 41 | FNB | Fnb CORP | 株式-金融 | 0.51% | — | — | |
| 42 | HUBB | Hubbell INC | 株式-資本財 | 0.50% | — | — | |
| 43 | DFSD | Dimensional Short Duration | ETF-その他 | 0.49% | — | -8.74% | |
| 44 | SO | Southern Co/the | 株式-公益事業 | 0.49% | — | +2.99% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.48% | — | -6.42% | |
| 46 | AFL | Aflac INC | 株式-金融 | 0.46% | — | +0.49% | |
| 47 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.46% | — | -25.55% | |
| 48 | DFAI | Dimensional International Co | ETF-その他 | 0.43% | +0.02% | -20.15% | |
| 49 | KKR | Kkr & Co INC | 株式-金融 | 0.42% | — | -1.38% | |
| 50 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.42% | — | +24.36% |