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 | 10.85% | +0.30% | +5.31% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 10.35% | +0.30% | +5.13% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 7.88% | -0.59% | -0.52% | |
| 4 | DFAI | Dimensional International Co | ETF-その他 | 7.47% | +0.82% | +9.07% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 6.85% | +0.15% | +2.46% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.34% | -0.01% | +4.81% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.47% | -0.55% | -5.73% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.05% | +0.33% | +14.17% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.99% | -0.25% | +0.62% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 3.30% | +0.29% | +5.55% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.87% | +0.03% | +0.22% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 2.82% | +0.08% | +6.07% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.34% | +0.43% | +11.21% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.04% | -0.37% | -0.04% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.86% | -0.16% | -1.15% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.76% | +0.12% | +27.27% | |
| 17 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.73% | +0.14% | +13.60% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.53% | -0.12% | -4.99% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.41% | -0.23% | -2.27% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.37% | -0.19% | -13.69% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 1.33% | -0.17% | -1.57% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.23% | -0.20% | -18.25% | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 1.12% | -0.06% | +0.73% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.64% | -0.07% | -2.24% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.60% | +0.06% | +8.40% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | -0.08% | -2.12% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.53% | -0.04% | +23.30% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.52% | +0.05% | +4.12% | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.51% | +0.03% | +2.24% | |
| 30 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.39% | +0.05% | +21.46% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.37% | — | -6.25% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.36% | +0.02% | +20.90% | |
| 33 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.34% | — | -1.84% | |
| 34 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.33% | +0.06% | +1.88% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.32% | — | -1.47% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.32% | -0.03% | -0.60% | |
| 37 | AAPL | Apple INC | 株式-IT | 0.31% | — | -0.48% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.27% | -0.02% | -2.96% | |
| 39 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.26% | -0.03% | -1.58% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | — | -5.34% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.25% | — | -9.59% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.25% | +0.03% | +18.13% | |
| 43 | FMB | First Trust Managed Municipa | ETF-その他 | 0.22% | +0.07% | +2.25% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.21% | — | -2.43% | |
| 45 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.21% | +0.04% | +0.56% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.20% | — | -4.14% | |
| 47 | FPEI | First Trust Institutional Pr | ETF-その他 | 0.20% | — | -9.82% | |
| 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 | 0.18% | — | -1.08% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.15% | — | -6.49% |