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 | 23.31% | +0.20% | +19.16% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 7.20% | +0.63% | +8.39% | |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-その他 | 5.85% | -0.50% | +24.24% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.68% | -0.16% | +20.60% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 4.22% | -0.22% | +18.57% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 3.82% | -0.41% | +20.28% | |
| 7 | DFSD | Dimensional Short Duration | ETF-その他 | 3.38% | -0.12% | +22.51% | |
| 8 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 3.29% | -0.45% | +9.30% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.24% | +0.27% | +12.29% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 3.23% | -0.10% | +17.81% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.15% | -0.33% | +18.69% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.13% | -0.18% | +20.29% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.96% | -0.21% | +0.49% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.75% | +0.10% | -0.01% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.61% | +0.82% | -27.53% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.42% | -0.06% | +9.88% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.25% | -0.01% | +57.47% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.21% | -0.05% | +35.63% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.19% | -0.16% | +65.01% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.13% | -0.08% | +7.01% | |
| 21 | DIHP | Dimensional International Hi | ETF-その他 | 1.12% | -0.10% | +63.17% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.08% | +0.04% | +2.88% | |
| 23 | UMBF | Umb Financial CORP | 株式-金融 | 1.05% | +0.06% | +1.33% | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.81% | — | +165.03% | |
| 25 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.76% | — | +18.77% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.71% | — | +16.73% | |
| 27 | FMB | First Trust Managed Municipa | ETF-その他 | 0.57% | — | +111.30% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.56% | — | +30.20% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.55% | +0.01% | -9.14% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.51% | — | -15.35% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.51% | -0.02% | — | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.49% | — | +59.44% | |
| 33 | DE | Deere & Co | 株式-資本財 | 0.48% | — | +200.00% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.45% | -0.03% | +46.95% | |
| 35 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.45% | -0.01% | +39.95% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.42% | — | +2.18% | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.41% | +0.08% | -18.34% | |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.41% | — | +0.01% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.41% | — | +62.60% | |
| 40 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.35% | +0.08% | +111.71% | |
| 41 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.33% | +0.13% | +21.54% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.33% | — | +47.59% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.31% | — | +3.46% | |
| 44 | DISV | Dimensional International Sm | ETF-その他 | 0.30% | — | +0.23% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.28% | — | — | |
| 46 | PWR | Quanta Services INC | 株式-資本財 | 0.27% | — | — | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | — | +14.85% | |
| 48 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.26% | +0.09% | +6.33% | |
| 49 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.26% | — | +62.59% | |
| 50 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.26% | — | +3.27% |