CIK: 0001910636
申告総資産額
$3.0億
| # | 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 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 10.58% | +0.30% | +8.49% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 10.34% | +0.30% | +2.43% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 8.18% | -0.59% | +6.15% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 6.87% | +0.15% | +2.81% | |
| 5 | DFAI | Dimensional International Co | ETF-その他 | 6.83% | +0.82% | +7.42% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.34% | -0.01% | +1.69% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.83% | -0.55% | -0.08% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.05% | -0.25% | +1.07% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.76% | +0.33% | +14.79% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 3.17% | +0.29% | +2.63% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.07% | +0.03% | +5.41% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 2.85% | +0.08% | -0.45% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.21% | +0.43% | +11.66% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.93% | -0.16% | -4.47% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.68% | -0.12% | -3.72% | |
| 16 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.65% | +0.14% | +8.43% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.64% | -0.19% | -7.25% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.57% | -0.20% | -14.84% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.51% | -0.37% | +0.02% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.47% | -0.23% | -3.14% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.45% | +0.12% | +24.34% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 1.38% | -0.17% | -2.60% | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 1.16% | -0.06% | -1.78% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.69% | -0.07% | -1.73% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.61% | -0.08% | -0.54% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.58% | +0.06% | +11.28% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.51% | +0.05% | +19.09% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.50% | +0.03% | -1.02% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.45% | -0.04% | +8.08% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | — | -12.65% | |
| 31 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.37% | — | -11.02% | |
| 32 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.34% | +0.05% | +9.64% | |
| 33 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.34% | +0.06% | +12.16% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.33% | — | +1.43% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.33% | -0.03% | -0.73% | |
| 36 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.31% | +0.02% | +0.10% | |
| 37 | AAPL | Apple INC | 株式-IT | 0.30% | — | -0.81% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.29% | — | +1.56% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.29% | -0.02% | -1.01% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | — | +14.38% | |
| 41 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.27% | -0.03% | +0.71% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.25% | +0.03% | — | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.24% | — | +2.89% | |
| 44 | FPEI | First Trust Institutional Pr | ETF-その他 | 0.23% | — | +0.87% | |
| 45 | FMB | First Trust Managed Municipa | ETF-その他 | 0.22% | +0.07% | +89.06% | |
| 46 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.21% | +0.04% | +24.96% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.21% | — | -11.07% | |
| 48 | SNA | Snap-on INC | 株式-資本財 | 0.20% | — | +0.67% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.19% | — | -3.26% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.18% | — | +0.40% |