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 | 9.05% | +0.23% | +0.28% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.27% | -0.01% | -3.40% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 7.54% | +0.12% | -5.39% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.55% | -0.69% | -13.86% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.82% | — | +52.12% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.62% | -0.75% | -14.24% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.52% | -0.01% | +18.48% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.51% | -0.17% | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.27% | — | +4.28% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.20% | +0.28% | +6.16% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.08% | +0.23% | — | |
| 12 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.62% | — | -27.72% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.60% | +0.33% | -21.80% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.50% | -0.21% | +9.23% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.49% | +1.09% | +36.26% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.40% | — | +5.43% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.39% | — | -45.13% | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.36% | +0.18% | +6.07% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | — | +10.46% | |
| 20 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.15% | — | -25.26% | |
| 21 | CSX | Csx CORP | 株式-資本財 | 1.09% | — | +0.47% | |
| 22 | DFIC | Dimensional International Co | ETF-その他 | 1.05% | — | +49.94% | |
| 23 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.05% | — | +50.99% | |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.04% | — | +52.81% | |
| 25 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.03% | — | +52.74% | |
| 26 | MBB | Ishares Mbs ETF | ETF-その他 | 0.99% | — | +0.10% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.85% | +0.06% | -30.61% | |
| 28 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 0.84% | — | +283.47% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | +0.16% | -1.08% | |
| 30 | SOFI | Sofi Technologies INC | 株式-金融 | 0.74% | — | -16.40% | |
| 31 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.74% | — | -6.35% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.71% | — | -2.91% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | — | -0.44% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.65% | -0.53% | -60.79% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.64% | — | +0.21% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | — | +9.44% | |
| 37 | MODL | Victoryshares Westend US Sec | ETF-その他 | 0.64% | +0.08% | +2.75% | |
| 38 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 0.62% | — | +209.14% | |
| 39 | HUBB | Hubbell INC | 株式-資本財 | 0.57% | — | +0.04% | |
| 40 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.52% | — | — | |
| 41 | IVLU | Ishares Msci International V | ETF-その他 | 0.51% | — | -2.59% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | -3.26% | |
| 43 | FNB | Fnb CORP | 株式-金融 | 0.47% | — | — | |
| 44 | SYBT | Stock Yards Bancorp INC | 株式-その他 | 0.45% | — | — | |
| 45 | SO | Southern Co/the | 株式-公益事業 | 0.44% | — | -2.03% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.44% | — | -7.07% | |
| 47 | KKR | Kkr & Co INC | 株式-金融 | 0.44% | — | -4.34% | |
| 48 | AFL | Aflac INC | 株式-金融 | 0.44% | — | +0.60% | |
| 49 | DFIP | Dimensional Inflation-protec | ETF-その他 | 0.44% | — | -32.79% | |
| 50 | AGNC | Agnc Investment CORP | 株式-不動産 | 0.43% | — | +17.29% |