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 | 16.26% | +0.49% | -0.42% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 14.46% | -1.23% | -6.58% | |
| 3 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 12.30% | +0.27% | +5.07% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.46% | +0.22% | +11.88% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.72% | +0.14% | +2.23% | |
| 6 | DFIC | Dimensional International Co | ETF-その他 | 5.59% | +0.22% | +8.62% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.97% | +0.15% | +0.40% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.09% | +0.12% | -3.78% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.88% | +0.03% | +2.44% | |
| 10 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 3.24% | +0.16% | — | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 3.14% | +0.20% | +6.43% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.87% | +0.11% | +14.45% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.70% | -0.10% | -4.94% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 1.70% | — | +35.09% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.52% | -0.02% | -1.03% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.10% | — | -9.22% | |
| 17 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.03% | -0.05% | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.88% | -0.15% | -4.66% | |
| 19 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.81% | -0.01% | +10.64% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 0.81% | +0.02% | +4.46% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.81% | -0.09% | -3.07% | |
| 22 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.75% | +0.03% | +27.07% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | -0.08% | -0.94% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.61% | -0.01% | -19.56% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.45% | -0.01% | +2.80% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.43% | +0.04% | +0.12% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.40% | -0.02% | -2.82% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.35% | -0.03% | -1.56% | |
| 29 | USB | US Bancorp | 株式-金融 | 0.28% | — | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.27% | -0.04% | — | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.27% | — | +1.28% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.21% | +0.03% | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.17% | -0.03% | +0.19% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.17% | -0.02% | -3.81% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | +0.03% | +0.37% | |
| 36 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.14% | — | — | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.14% | -0.01% | -23.68% | |
| 38 | VMI | Valmont Industries | 株式-資本財 | 0.13% | — | — |