CIK: 0001841544
申告総資産額
$37.6億
上位200銘柄を表示中（全268銘柄）
| # | 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 | 13.70% | +0.58% | +0.44% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.18% | +0.05% | +0.51% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 5.17% | -0.37% | +4.14% | |
| 4 | DFIV | Dimensional International Va | ETF-その他 | 4.70% | -0.38% | -3.06% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.41% | -0.31% | +4.72% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.28% | +0.19% | +1.98% | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 4.28% | -0.10% | +12.34% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 3.98% | -0.01% | +11.26% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 3.68% | -0.08% | -46.47% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-その他 | 3.40% | +0.13% | +38.16% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 3.26% | -0.07% | — | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.42% | +0.35% | +0.74% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.27% | -0.04% | +4.92% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.26% | +0.05% | -2.11% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-その他 | 2.25% | -0.17% | -0.81% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.90% | -0.06% | -0.80% | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.83% | +0.01% | -2.38% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.81% | +0.18% | +4.07% | |
| 19 | DIHP | Dimensional International Hi | ETF-その他 | 1.59% | -0.04% | +37.52% | |
| 20 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.58% | -0.10% | -3.86% | |
| 21 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.54% | -0.10% | +5.03% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.48% | -0.09% | +10.77% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.42% | — | -1.05% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.40% | -0.08% | +3.44% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.30% | -0.02% | -2.46% | |
| 26 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.17% | — | -0.54% | |
| 27 | AAPL | Apple INC | 株式-IT | 1.16% | +0.04% | +1.27% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.98% | +0.02% | -2.62% | |
| 29 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 0.84% | -0.06% | +1.49% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.81% | +0.13% | +0.03% | |
| 31 | DFAT | Dimensional US Target Value | ETF-その他 | 0.78% | -0.01% | -12.46% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.74% | +0.01% | -10.39% | |
| 33 | IQLT | Ishares Msci International Q | ETF-その他 | 0.68% | -0.02% | +3.24% | |
| 34 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.68% | — | -1.42% | |
| 35 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.53% | +0.07% | -5.33% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.45% | +0.01% | +4.10% | |
| 37 | IVLU | Ishares Msci International V | ETF-その他 | 0.42% | — | -5.30% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.42% | +0.06% | -0.23% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.40% | — | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.38% | +0.02% | -6.87% | |
| 41 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.35% | -0.05% | -6.44% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | — | +0.98% | |
| 43 | AXP | American Express Co | 株式-金融 | 0.27% | — | +0.21% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.25% | — | — | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.23% | — | +2.51% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.21% | — | +2.39% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | +0.05% | +1.78% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.20% | +0.02% | +7.60% | |
| 49 | OVV | Ovintiv INC | 株式-エネルギー | 0.20% | — | — | |
| 50 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.19% | — | -0.17% |