CIK: 0001727917
申告総資産額
$3.9億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.23% | -0.24% | +2.49% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.52% | -0.39% | -0.31% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-その他 | 5.06% | +0.14% | -0.22% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.66% | -0.08% | -15.12% | |
| 5 | TSLA | Tesla INC | 株式-一般消費財 | 4.37% | -0.46% | +1.09% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.03% | — | +2.67% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.75% | — | -9.69% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.75% | +0.09% | +13.33% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.44% | — | -5.42% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.16% | -0.10% | +103.88% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.07% | -0.06% | +104.47% | |
| 12 | DFAT | Dimensional US Target Value | ETF-その他 | 1.95% | +0.08% | +0.43% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.71% | +0.09% | +32.77% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.60% | -0.10% | — | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.59% | — | +24.21% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.56% | -0.46% | +6.67% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.53% | — | +2.01% | |
| 18 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.37% | — | +73.06% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.37% | -0.28% | -2.85% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.36% | -0.19% | -1.05% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.27% | — | +4.82% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.23% | — | -6.13% | |
| 23 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.15% | — | +2.72% | |
| 24 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.14% | — | +4.39% | |
| 25 | WPC | Wp Carey INC | 株式-不動産 | 1.04% | — | +1.14% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.89% | — | +13.98% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.89% | — | +2.86% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.86% | — | +0.99% | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.82% | — | -0.13% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.79% | -0.06% | -3.42% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | -0.07% | +27.81% | |
| 32 | DFSD | Dimensional Short Duration | ETF-その他 | 0.75% | +0.13% | +100.11% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | -0.19% | -9.81% | |
| 34 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.72% | — | -24.71% | |
| 35 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.72% | — | +33.10% | |
| 36 | VTV | Vanguard Value ETF | ETF-その他 | 0.69% | — | — | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.69% | — | -2.77% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.68% | — | -0.29% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.63% | — | +86.81% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | +0.05% | +5.24% | |
| 41 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.61% | — | +9.64% | |
| 42 | QCOM | Qualcomm INC | 株式-IT | 0.61% | -0.12% | +4.79% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.59% | +0.14% | +13.51% | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.58% | — | -0.34% | |
| 45 | LRCXEUR | Lam Research CORP | 株式-IT | 0.56% | — | -2.88% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.55% | +0.16% | +7.44% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.54% | — | +13.03% | |
| 48 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.53% | +0.07% | +3.89% | |
| 49 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.48% | — | -2.61% | |
| 50 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.48% | — | -13.92% |