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 | 16.56% | +0.49% | +0.90% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 13.67% | -1.23% | -0.68% | |
| 3 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 12.36% | +0.27% | +4.25% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.31% | +0.22% | +2.86% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.80% | +0.14% | +2.03% | |
| 6 | DFIC | Dimensional International Co | ETF-その他 | 5.76% | +0.22% | +3.82% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.06% | +0.15% | +3.14% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.18% | +0.12% | +0.63% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.03% | +0.03% | +2.45% | |
| 10 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 3.52% | +0.16% | +16.70% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 3.18% | +0.20% | +3.62% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.03% | +0.11% | +8.33% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 1.97% | — | +20.30% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.70% | -0.10% | -4.77% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.50% | -0.02% | -0.36% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.10% | — | -1.01% | |
| 17 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.98% | -0.05% | -1.22% | |
| 18 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.89% | +0.03% | +25.47% | |
| 19 | UNP | Union Pacific CORP | 株式-資本財 | 0.81% | +0.02% | -2.13% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.80% | -0.09% | -2.94% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.72% | -0.01% | -10.33% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | -0.08% | -2.08% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.65% | -0.15% | -17.87% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.61% | -0.01% | -1.08% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.36% | -0.02% | -5.84% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.34% | +0.04% | -17.52% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.33% | -0.03% | -1.81% | |
| 28 | USB | US Bancorp | 株式-金融 | 0.30% | — | — | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.26% | -0.04% | — | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.25% | — | +0.37% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.23% | +0.03% | — | |
| 32 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.21% | -0.01% | -51.19% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.17% | -0.03% | +0.39% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | +0.03% | +0.18% | |
| 35 | VMI | Valmont Industries | 株式-資本財 | 0.13% | — | +0.26% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.13% | -0.02% | -9.48% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.13% | +0.01% | — | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.12% | — | — |