CIK: 0002032497
申告総資産額
$1.7億
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 18.13% | +1.25% | — | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 16.79% | +1.71% | — | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 16.61% | +0.28% | — | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 12.72% | +0.04% | — | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 11.35% | -0.33% | — | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.10% | -0.17% | — | |
| 7 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 1.38% | -1.28% | EXIT | |
| 8 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.10% | +0.20% | — | |
| 9 | DFIC | Dimensional International Co | ETF-その他 | 1.07% | -1.16% | EXIT | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.95% | +0.08% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.94% | +0.01% | — | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.86% | -0.69% | EXIT | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.81% | -0.22% | EXIT | |
| 14 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.80% | -0.63% | EXIT | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.78% | — | — | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.72% | +0.11% | — | |
| 17 | FETH | Fidelity Ethereum Fund | ETF-その他 | 0.70% | — | — | |
| 18 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.65% | +0.01% | — | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.64% | +0.15% | NEW | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.63% | — | — | |
| 21 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.63% | +0.06% | — | |
| 22 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.58% | — | — | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.57% | — | — | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.53% | -0.27% | — | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.52% | — | — | |
| 26 | CMBS | Ishares Cmbs ETF | ETF-その他 | 0.47% | — | — | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.46% | +0.06% | — | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 0.42% | — | — | |
| 29 | PH | Parker Hannifin CORP | 株式-資本財 | 0.39% | — | — | |
| 30 | MBB | Ishares Mbs ETF | ETF-その他 | 0.37% | — | — | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.35% | -0.68% | EXIT | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.35% | +0.05% | — | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.34% | -0.24% | EXIT | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.31% | +0.04% | — | |
| 35 | AAPL | Apple INC | 株式-IT | 0.30% | +0.02% | — | |
| 36 | PNR | Pentair plc | 株式-資本財 | 0.29% | — | — | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.29% | — | — | |
| 38 | HON | Honeywell International INC | 株式-資本財 | 0.25% | -0.22% | EXIT | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.24% | — | — | |
| 40 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.21% | — | — | |
| 41 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.21% | — | — | |
| 42 | XEL | Xcel Energy INC | 株式-公益事業 | 0.20% | — | — | |
| 43 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.17% | — | — | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | — | — | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.16% | — | — | |
| 46 | ACN | Accenture plc | 株式-IT | 0.16% | — | — | |
| 47 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.15% | — | — | |
| 48 | TECH | Bio-techne CORP | 株式-ヘルスケア | 0.15% | — | — | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.14% | — | — | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.14% | — | — |