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 | 18.16% | -0.43% | -3.50% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 10.41% | -0.21% | +18.19% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 10.06% | -0.14% | -3.86% | |
| 4 | AAPL | Apple INC | 株式-IT | 8.28% | -0.23% | +0.23% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 8.12% | -0.28% | -3.13% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-その他 | 3.73% | -0.06% | -1.14% | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 3.12% | +0.27% | -7.64% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.70% | -0.04% | -2.87% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.29% | — | -2.51% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 1.74% | — | +34.51% | |
| 11 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.73% | -0.06% | -0.40% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.55% | +0.22% | -0.67% | |
| 13 | LFST | Lifestance Health Group INC | 株式-その他 | 1.55% | -0.12% | — | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.51% | -0.11% | -2.98% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.30% | — | +0.62% | |
| 16 | NEE | Nextera Energy INC | 株式-公益事業 | 0.99% | — | -0.06% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.93% | — | -3.99% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.81% | — | +5.84% | |
| 19 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.78% | — | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.78% | -0.01% | -0.92% | |
| 21 | AJRDEUR | Aerojet Rocketdyne Holdings | 株式-その他 | 0.77% | — | — | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.74% | +0.01% | -0.04% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.69% | — | -0.17% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.68% | — | -5.58% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.62% | -0.01% | — | |
| 26 | IVLU | Ishares Msci International V | ETF-その他 | 0.61% | — | -0.35% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | +0.05% | +1944.70% | |
| 28 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.59% | -0.02% | — | |
| 29 | DFAT | Dimensional US Target Value | ETF-その他 | 0.57% | — | +91.95% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.52% | — | +0.34% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.51% | — | -30.71% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | +0.04% | +1.37% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.41% | — | -54.16% | |
| 34 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.37% | — | — | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.35% | +0.01% | — | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.32% | — | — | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.30% | — | — | |
| 38 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.30% | — | +42.78% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | — | -2.58% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | — | +0.20% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.27% | — | -2.21% | |
| 42 | DFIV | Dimensional International Va | ETF-その他 | 0.27% | — | -5.35% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | +0.09% | -2.21% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | +0.09% | -3.59% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.26% | — | +0.68% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.25% | -0.05% | -0.56% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.25% | — | -28.66% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.24% | — | — | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.24% | +0.05% | +0.56% | |
| 50 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.24% | — | -49.63% |