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 | 6.86% | +0.23% | -1.68% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 6.11% | -0.04% | +47.17% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.46% | -0.01% | -7.46% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.24% | +0.12% | -4.88% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.50% | +0.33% | +18.48% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.48% | -0.69% | +11.48% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.35% | +1.09% | +1.18% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.02% | -0.17% | +2.38% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.82% | -0.01% | +4.01% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.32% | +0.23% | +32.27% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.23% | -0.75% | -15.99% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.00% | — | -4.56% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.87% | — | +7.33% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.85% | — | +1.50% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.56% | +0.28% | -38.90% | |
| 16 | SOFI | Sofi Technologies INC | 株式-金融 | 1.27% | — | +19.32% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | — | -0.28% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.19% | -0.21% | -1.58% | |
| 19 | DFIC | Dimensional International Co | ETF-その他 | 1.16% | — | +5.37% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.11% | — | -18.85% | |
| 21 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 1.10% | — | +8.77% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.04% | +0.06% | +60.37% | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.99% | +0.18% | +0.83% | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.95% | — | +1.79% | |
| 25 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 0.92% | — | -1.81% | |
| 26 | DFAI | Dimensional International Co | ETF-その他 | 0.90% | +0.02% | +23.01% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.89% | +0.16% | +16.86% | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.87% | — | +3.24% | |
| 29 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.82% | — | -13.13% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.77% | -0.53% | +70.70% | |
| 31 | CSX | Csx CORP | 株式-資本財 | 0.70% | — | +0.69% | |
| 32 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.66% | — | -0.14% | |
| 33 | DFSD | Dimensional Short Duration | ETF-その他 | 0.63% | — | +13.78% | |
| 34 | MBB | Ishares Mbs ETF | ETF-その他 | 0.63% | — | -21.96% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.59% | — | +1.30% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | — | +2.04% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.58% | +0.07% | +65.25% | |
| 38 | SO | Southern Co/the | 株式-公益事業 | 0.55% | — | +0.30% | |
| 39 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.54% | — | -10.42% | |
| 40 | AFL | Aflac INC | 株式-金融 | 0.52% | — | +9.53% | |
| 41 | SYBT | Stock Yards Bancorp INC | 株式-その他 | 0.48% | — | — | |
| 42 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.48% | — | +83.22% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.47% | — | -16.64% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.47% | — | +6.61% | |
| 45 | PSQA | Plmr Sq Senior Debt ETF | ETF-その他 | 0.45% | — | — | |
| 46 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.43% | — | — | |
| 47 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.43% | — | -11.37% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | -14.17% | |
| 49 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.42% | -0.20% | -2.05% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | -2.31% |