CIK: 0001876326
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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 9.07% | +0.08% | +100.00% | |
| 2 | DFIP | Dimensional Inflation-protec | ETF-その他 | 8.12% | — | +1.37% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.29% | -0.02% | +0.11% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.20% | -1.42% | +1.97% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.57% | +0.03% | -0.26% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.18% | +0.02% | -1.66% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.11% | — | +0.51% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.06% | +0.26% | +15.67% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.99% | — | -2.48% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.60% | — | +0.42% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.16% | — | +3.89% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.98% | — | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.85% | +0.02% | +2.91% | |
| 14 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.82% | — | — | |
| 15 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.79% | — | +0.74% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 1.72% | — | -4.28% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.51% | — | +0.32% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.33% | +0.11% | -1.83% | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.21% | — | +32.26% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.14% | — | +2.75% | |
| 21 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.10% | — | -0.96% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 0.94% | — | -1.29% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.92% | +0.09% | -3.39% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.81% | — | +0.90% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.81% | +0.05% | -0.24% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.80% | — | -0.39% | |
| 27 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.78% | — | -3.94% | |
| 28 | DFAI | Dimensional International Co | ETF-その他 | 0.75% | — | — | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | — | +2.08% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | — | +2.23% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | +1.93% | |
| 32 | ASML | ASML Holding N.V. | 株式-IT | 0.68% | +0.24% | +61.45% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | +5.67% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.63% | — | +5.72% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.60% | — | +0.69% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | — | +4.18% | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.58% | — | +0.39% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | — | -8.76% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.55% | — | +6.82% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | — | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.52% | — | -0.83% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | — | +10.34% | |
| 43 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.51% | — | +64.38% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.51% | — | +2.00% | |
| 45 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.49% | — | +0.62% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | -1.86% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.47% | -0.14% | +1.96% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | — | +4.38% | |
| 49 | DFAT | Dimensional US Target Value | ETF-その他 | 0.46% | — | +0.05% | |
| 50 | DFIV | Dimensional International Va | ETF-その他 | 0.45% | — | -0.99% |