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 | 9.56% | -0.24% | +0.41% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.42% | -0.39% | -2.32% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.92% | +0.09% | +7.76% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.68% | — | +5.83% | |
| 5 | TSLA | Tesla INC | 株式-一般消費財 | 3.13% | -0.46% | +1.47% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.91% | — | +99.78% | |
| 7 | DFSD | Dimensional Short Duration | ETF-その他 | 2.83% | +0.13% | +19.60% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.72% | — | +198.92% | |
| 9 | DFAT | Dimensional US Target Value | ETF-その他 | 2.43% | +0.08% | -0.30% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.38% | +0.14% | +7.55% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.17% | -0.08% | +1.21% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.12% | -0.10% | +192.97% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.99% | -0.46% | -0.67% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.88% | -0.19% | -3.32% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.81% | +0.10% | +6.65% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.70% | — | -0.10% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.69% | -0.10% | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.59% | +0.09% | +9.65% | |
| 19 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 1.38% | +0.09% | +3.02% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.35% | -0.06% | -3.49% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 1.34% | -0.28% | -2.36% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | -0.07% | -3.13% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.29% | — | +20.66% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.29% | — | +2.50% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.24% | — | +2.22% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 1.24% | -0.10% | -1.35% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.21% | — | +0.45% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.18% | -0.19% | +1.76% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.15% | +0.16% | +200.57% | |
| 30 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.14% | +0.17% | +22.95% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.02% | — | -4.43% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.98% | +0.07% | +6.83% | |
| 33 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.88% | — | +6.79% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.78% | -0.06% | +11.36% | |
| 35 | DISV | Dimensional International Sm | ETF-その他 | 0.77% | — | +7.88% | |
| 36 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.77% | +0.10% | +20.64% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.70% | -0.12% | -4.54% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | -0.06% | -0.70% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.58% | — | +3.18% | |
| 40 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.57% | -0.17% | +472.52% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.57% | — | +197.30% | |
| 42 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.56% | — | +4.83% | |
| 43 | LRCX | Lam Research CORP | 株式-IT | 0.53% | +0.20% | +898.82% | |
| 44 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.53% | — | -3.81% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.53% | — | -1.38% | |
| 46 | WPC | Wp Carey INC | 株式-不動産 | 0.52% | — | -5.18% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.14% | -1.19% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.49% | — | -1.35% | |
| 49 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.47% | — | +7.41% | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.45% | +0.10% | +0.74% |