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 | 22.80% | +0.20% | +4.48% | |
| 2 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-その他 | 6.74% | -0.50% | +8.25% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 6.32% | +0.63% | +0.68% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.60% | -0.16% | +1.07% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 4.22% | -0.22% | +1.01% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 4.05% | -0.41% | +2.14% | |
| 7 | DFSD | Dimensional Short Duration | ETF-その他 | 3.63% | -0.12% | +9.95% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.50% | -0.33% | +1.79% | |
| 9 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 3.31% | -0.45% | +1.05% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.30% | +0.27% | +1.32% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 3.22% | -0.10% | -2.50% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.17% | -0.18% | +3.40% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.83% | -0.21% | +0.14% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.70% | +0.82% | +4.65% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.60% | +0.10% | — | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.40% | -0.06% | +3.17% | |
| 17 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.23% | -0.05% | +8.02% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.22% | -0.01% | +10.86% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.19% | -0.16% | +0.02% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.16% | -0.08% | +5.96% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.16% | +0.04% | +1.65% | |
| 22 | DIHP | Dimensional International Hi | ETF-その他 | 1.16% | -0.10% | +3.85% | |
| 23 | UMBF | Umb Financial CORP | 株式-金融 | 1.01% | +0.06% | +0.05% | |
| 24 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.77% | — | +4.40% | |
| 25 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.61% | — | +0.60% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.57% | — | +0.76% | |
| 27 | DE | Deere & Co | 株式-資本財 | 0.57% | — | +0.65% | |
| 28 | FMB | First Trust Managed Municipa | ETF-その他 | 0.55% | — | — | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.54% | — | -0.73% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.51% | — | +4.46% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.51% | — | -2.65% | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.50% | +0.01% | — | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.47% | -0.03% | +5.82% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.46% | -0.02% | — | |
| 35 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.46% | -0.01% | +6.31% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.44% | — | +3.88% | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.41% | +0.08% | -0.68% | |
| 38 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.39% | — | +6.51% | |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.38% | — | -0.76% | |
| 40 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.36% | +0.13% | +4.38% | |
| 41 | PWR | Quanta Services INC | 株式-資本財 | 0.34% | — | +0.55% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.34% | — | +2.62% | |
| 43 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.33% | +0.08% | -0.09% | |
| 44 | DISV | Dimensional International Sm | ETF-その他 | 0.30% | — | +0.07% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.29% | — | — | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.28% | — | — | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.28% | — | — | |
| 48 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.26% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | — | +0.55% | |
| 50 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.23% | — | -9.06% |