CIK: 0002048792
申告総資産額
$3.7億
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 22.76% | +0.20% | +14.53% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 7.71% | +0.63% | +14.83% | |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-その他 | 5.44% | -0.50% | +14.73% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.62% | -0.16% | +12.05% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 4.11% | -0.22% | +13.28% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 3.57% | -0.41% | +10.87% | |
| 7 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 3.48% | -0.45% | — | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.37% | +0.27% | +20.69% | |
| 9 | DFSD | Dimensional Short Duration | ETF-その他 | 3.29% | -0.12% | +11.64% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 3.16% | -0.10% | +10.49% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.14% | -0.33% | +34.80% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.56% | +0.82% | +77.28% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.26% | -0.21% | +0.91% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.15% | -0.18% | +9.61% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.95% | +0.10% | -0.33% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.51% | -0.06% | +4.61% | |
| 17 | UMBF | Umb Financial CORP | 株式-金融 | 1.27% | +0.06% | +2.63% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.22% | -0.08% | +1.58% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.22% | +0.04% | +33.07% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.05% | -0.05% | +6.26% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.94% | -0.01% | +0.38% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.84% | -0.16% | +7.90% | |
| 23 | DIHP | Dimensional International Hi | ETF-その他 | 0.78% | -0.10% | +1.76% | |
| 24 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.76% | — | +81.02% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.74% | +0.01% | +29.15% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.71% | — | +2.66% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.71% | — | +36.60% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.60% | +0.08% | +23.39% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.59% | -0.02% | — | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.51% | — | -0.06% | |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.48% | — | — | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.48% | — | +5.17% | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.47% | — | +9.17% | |
| 34 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.38% | -0.01% | — | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.36% | -0.03% | — | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.36% | — | +0.99% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.36% | — | +8.34% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.33% | — | +0.57% | |
| 39 | DISV | Dimensional International Sm | ETF-その他 | 0.33% | — | — | |
| 40 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.32% | +0.13% | +11.41% | |
| 41 | FMB | First Trust Managed Municipa | ETF-その他 | 0.32% | — | -8.94% | |
| 42 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.31% | — | — | |
| 43 | PWR | Quanta Services INC | 株式-資本財 | 0.31% | — | -0.66% | |
| 44 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.30% | — | +7.09% | |
| 45 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.29% | +0.09% | +3.42% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.28% | — | +2.92% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | — | -1.01% | |
| 48 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.26% | — | +27.08% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | -2.43% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.25% | +0.55% | -1.20% |