CIK: 0001838234
申告総資産額
$7.7億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 19.23% | -0.43% | -10.35% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 10.26% | -0.14% | -11.40% | |
| 3 | AAPL | Apple INC | 株式-IT | 8.93% | -0.23% | +37.24% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 8.83% | -0.21% | — | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 7.96% | -0.28% | -9.27% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-その他 | 3.72% | -0.06% | — | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 3.44% | +0.27% | — | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.61% | -0.04% | -8.97% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.39% | — | -18.27% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.84% | -0.06% | -2.71% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.59% | +0.22% | +19.37% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.57% | -0.11% | -3.98% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 1.16% | — | +2.45% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.09% | — | +280.67% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.98% | — | +3.55% | |
| 16 | NEE | Nextera Energy INC | 株式-公益事業 | 0.92% | — | -2.12% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | -0.01% | +16.78% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.77% | — | +65.85% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.77% | — | +834.38% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.76% | +0.01% | -20.24% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | +0.05% | +9.02% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | — | -1.54% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.66% | — | -2.23% | |
| 24 | ADP | Automatic Data Processing | 株式-IT | 0.66% | — | -6.82% | |
| 25 | AJRDEUR | Aerojet Rocketdyne Holdings | 株式-その他 | 0.64% | — | — | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.63% | — | -12.59% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.61% | -0.01% | — | |
| 28 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.60% | -0.02% | — | |
| 29 | IVLU | Ishares Msci International V | ETF-その他 | 0.60% | — | +8.06% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.52% | — | -16.30% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | +0.04% | +49.85% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.42% | — | -47.41% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.41% | — | — | |
| 34 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.40% | — | +0.22% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.35% | +0.01% | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.35% | — | +0.81% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.35% | — | +2.22% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.34% | — | +9.89% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.33% | — | +6.09% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.33% | +0.05% | +2.98% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | +43.51% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | +0.09% | +43.44% | |
| 43 | DFAT | Dimensional US Target Value | ETF-その他 | 0.29% | — | — | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.29% | — | -17.63% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.29% | +0.09% | +18.60% | |
| 46 | DFIV | Dimensional International Va | ETF-その他 | 0.28% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | — | +1.82% | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.27% | — | +2.12% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | — | +63.36% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.23% | — | +8.94% |