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 | 10.15% | -0.24% | +0.02% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.96% | -0.39% | -1.06% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.90% | — | -1.52% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.51% | — | +2.83% | |
| 5 | TSLA | Tesla INC | 株式-一般消費財 | 3.07% | -0.46% | +1.36% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.06% | +0.14% | -7.58% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.99% | -0.08% | -2.21% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.75% | — | +2.27% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.67% | -0.06% | -2.73% | |
| 10 | DFAT | Dimensional US Target Value | ETF-その他 | 2.63% | +0.08% | -1.44% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.52% | -0.10% | -0.44% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.50% | +0.09% | -1.06% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.99% | -0.46% | +9.94% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.86% | — | +0.06% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.69% | +0.09% | -3.31% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.63% | -0.10% | +1.34% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.49% | — | -0.24% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.44% | -0.19% | -0.68% | |
| 19 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.41% | +0.10% | +5.71% | |
| 20 | DFSD | Dimensional Short Duration | ETF-その他 | 1.38% | +0.13% | +7.47% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.35% | — | +0.19% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 1.28% | -0.28% | -3.10% | |
| 23 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 1.27% | +0.09% | +5.31% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.16% | — | -0.20% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.08% | — | -5.65% | |
| 26 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.04% | — | +3.86% | |
| 27 | WPC | Wp Carey INC | 株式-不動産 | 0.96% | — | -1.36% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.91% | — | +5.85% | |
| 29 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.87% | +0.07% | +5.23% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.85% | +0.16% | +12.99% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | -0.07% | +2.76% | |
| 32 | LRCXEUR | Lam Research CORP | 株式-IT | 0.68% | — | +0.88% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.65% | -0.06% | +2.01% | |
| 34 | DISV | Dimensional International Sm | ETF-その他 | 0.65% | — | +8.05% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | -0.19% | -4.67% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.61% | — | +0.09% | |
| 37 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.60% | — | -0.49% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.59% | — | -0.60% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | +0.05% | +5.56% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | +0.14% | -3.55% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.53% | — | +0.30% | |
| 42 | QCOM | Qualcomm INC | 株式-IT | 0.53% | -0.12% | +1.66% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | -0.06% | +0.43% | |
| 44 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.49% | — | +2.37% | |
| 45 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.49% | — | -1.92% | |
| 46 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.47% | +0.17% | +61.75% | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.45% | — | -0.27% | |
| 48 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.44% | — | -6.04% | |
| 49 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.43% | — | -24.24% | |
| 50 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.41% | — | -6.84% |