CIK: 0001841544
申告総資産額
$37.6億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 21.06% | +0.58% | +1.46% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 16.87% | -0.08% | +0.89% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.22% | +0.05% | +3.14% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.53% | -0.02% | -0.69% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 6.38% | -0.37% | +215.51% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 5.93% | +0.05% | -1.33% | |
| 7 | DFIV | Dimensional International Va | ETF-その他 | 5.52% | -0.38% | +1.12% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.15% | +0.01% | -2.70% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.00% | +0.02% | -4.36% | |
| 10 | DFAT | Dimensional US Target Value | ETF-その他 | 2.62% | -0.01% | -2.04% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.06% | +0.04% | +1.42% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.93% | +0.18% | +5.96% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.60% | +0.19% | +7.22% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.26% | +0.13% | +1.62% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.57% | -0.06% | +31.70% | |
| 16 | IQLT | Ishares Msci International Q | ETF-その他 | 0.55% | -0.02% | +6.94% | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.49% | — | +0.02% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | -17.96% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.45% | +0.02% | +17.65% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.45% | — | +0.34% | |
| 21 | OVV | Ovintiv INC | 株式-エネルギー | 0.43% | — | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.41% | +0.06% | +8.52% | |
| 23 | AXP | American Express Co | 株式-金融 | 0.36% | — | -0.31% | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.32% | — | +62.26% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.31% | — | -7.50% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.30% | +0.35% | +15.19% | |
| 27 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.29% | -0.05% | — | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.23% | -0.04% | +29.53% | |
| 29 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.22% | — | — | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.22% | — | +0.04% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.20% | — | -0.86% | |
| 32 | WFC | Wells Fargo & Co | 株式-金融 | 0.20% | — | -1.95% | |
| 33 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.18% | +0.07% | +37.58% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.17% | — | -1.79% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.16% | — | -1.13% | |
| 36 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.16% | — | -0.45% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | +0.05% | +0.16% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.15% | — | +2.72% | |
| 39 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.15% | — | -0.99% | |
| 40 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.14% | — | +11.51% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.13% | — | +10.26% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.13% | — | +2.15% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.12% | — | +13.58% | |
| 44 | COP | Conocophillips | 株式-エネルギー | 0.12% | — | -0.62% | |
| 45 | SPGI | S&p Global INC | 株式-金融 | 0.11% | — | -2.31% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.11% | — | -0.26% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.11% | — | +0.07% | |
| 48 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.11% | — | +0.08% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.11% | — | -0.71% | |
| 50 | IVLU | Ishares Msci International V | ETF-その他 | 0.11% | — | +53.98% |