CIK: 0002048051
申告総資産額
$2.3億
| # | 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 | VTV | Vanguard Value ETF | ETF-その他 | 17.70% | +0.49% | — | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 15.34% | -1.23% | — | |
| 3 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 13.03% | +0.27% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.41% | +0.14% | — | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.91% | +0.22% | — | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.39% | +0.15% | — | |
| 7 | DFIC | Dimensional International Co | ETF-その他 | 4.94% | +0.22% | — | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.93% | +0.12% | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.00% | +0.03% | — | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 2.79% | +0.20% | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.88% | -0.10% | — | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.77% | -0.02% | — | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.59% | +0.11% | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.39% | — | — | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 1.30% | — | — | |
| 16 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.00% | -0.05% | — | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.96% | -0.01% | — | |
| 18 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.94% | +0.03% | — | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.91% | -0.15% | — | |
| 20 | AAPL | Apple INC | 株式-IT | 0.88% | -0.09% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.79% | -0.08% | — | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.63% | -0.01% | — | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.40% | +0.04% | — | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.40% | -0.02% | — | |
| 25 | USB | US Bancorp | 株式-金融 | 0.37% | — | — | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.35% | -0.03% | — | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.31% | — | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.27% | -0.04% | — | |
| 29 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.20% | — | — | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.18% | +0.03% | — | |
| 31 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.18% | -0.01% | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.18% | -0.03% | — | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.18% | +0.02% | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | +0.03% | — | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | -0.01% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.16% | -0.02% | — |