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 | 15.69% | +1.25% | +25.91% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 15.18% | +1.71% | +24.54% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 11.42% | +0.28% | -1.49% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 8.59% | +0.04% | +20.30% | |
| 5 | FSMD | Fidelity Small-mid Multifact | ETF-その他 | 8.30% | +1.01% | — | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 7.71% | -0.33% | +1.85% | |
| 7 | DFIS | Dimensional International Sm | ETF-その他 | 6.36% | -0.03% | +442.06% | |
| 8 | VCRB | Vanguard Core Bond ETF | ETF-その他 | 5.03% | +0.29% | — | |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.73% | +0.14% | -1.80% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 1.45% | -1.44% | EXIT | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.29% | -0.17% | +5.75% | |
| 12 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.28% | +0.20% | -0.80% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 1.25% | -1.28% | EXIT | |
| 14 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.21% | +0.22% | +3.59% | |
| 15 | DFIC | Dimensional International Co | ETF-その他 | 1.15% | -1.16% | EXIT | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.81% | +0.08% | -5.03% | |
| 17 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.72% | -0.69% | EXIT | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | +0.01% | +0.13% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.67% | +0.11% | +1.10% | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.65% | -0.68% | EXIT | |
| 21 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.64% | -0.63% | EXIT | |
| 22 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.58% | +0.06% | -9.84% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.55% | -0.27% | +0.03% | |
| 24 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.55% | +0.01% | +21.29% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.54% | — | +2.43% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.51% | +0.06% | -0.52% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.46% | — | +3.49% | |
| 28 | AVMC | Avantis US Mid Cap Eq ETF | ETF-その他 | 0.45% | +0.04% | — | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.42% | -0.42% | EXIT | |
| 30 | VBIL | Vanguard 0-3m T-bill ETF | ETF-その他 | 0.39% | +0.21% | — | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.39% | +0.05% | — | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.31% | — | — | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.29% | +0.04% | — | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.27% | — | -22.72% | |
| 35 | VUG | Vanguard Growth ETF | ETF-その他 | 0.27% | -0.24% | EXIT | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.24% | -0.20% | EXIT | |
| 37 | AAPL | Apple INC | 株式-IT | 0.23% | +0.02% | +7.15% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.22% | -0.22% | EXIT | |
| 39 | PNR | Pentair plc | 株式-資本財 | 0.21% | — | +0.16% | |
| 40 | DISV | Dimensional International Sm | ETF-その他 | 0.20% | -0.20% | EXIT | |
| 41 | HON | Honeywell International INC | 株式-資本財 | 0.19% | -0.22% | EXIT | |
| 42 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.19% | -0.20% | EXIT | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.18% | -0.15% | EXIT | |
| 44 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.16% | — | — | |
| 45 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.15% | — | +0.97% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.14% | -0.08% | — | |
| 47 | VFL | Abrdn National Municipal INC | 株式-その他 | 0.09% | -0.08% | EXIT |