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 | 14.92% | +0.49% | +1.28% | |
| 2 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 13.10% | +0.27% | +11.25% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 11.96% | -1.23% | -6.66% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 8.68% | +0.22% | +13.58% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.95% | +0.14% | -0.54% | |
| 6 | DFIC | Dimensional International Co | ETF-その他 | 6.92% | +0.22% | +1.31% | |
| 7 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 5.02% | +0.16% | +22.97% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.49% | +0.15% | -1.83% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.56% | +0.12% | -3.90% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.52% | +0.03% | -6.96% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 3.41% | +0.20% | -3.15% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 2.43% | — | +44.75% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.24% | +0.11% | +2.02% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.56% | -0.10% | +5.17% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.06% | +0.03% | +6.87% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.95% | -0.02% | -3.15% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.83% | -0.01% | +6.44% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.62% | -0.09% | +0.08% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.58% | -0.15% | -1.00% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 0.56% | +0.02% | -0.95% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.54% | — | -0.57% | |
| 22 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.53% | -0.05% | -2.70% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.51% | -0.01% | +0.66% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.36% | -0.08% | -5.16% | |
| 25 | EALT | Innovator US Eqty 5to15 Buff | ETF-その他 | 0.28% | -0.10% | — | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.27% | -0.03% | +0.04% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.26% | +0.04% | +0.15% | |
| 28 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.26% | -0.26% | EXIT | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.26% | -0.04% | — | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | +0.03% | — | |
| 31 | UJAN | Innovator U.s. Equity Ultra | ETF-その他 | 0.25% | +0.21% | — | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.23% | -0.02% | -30.26% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.22% | — | +0.37% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.21% | -0.21% | EXIT | |
| 35 | USB | US Bancorp | 株式-金融 | 0.20% | — | -4.96% | |
| 36 | UAUG | Innovator U.s. Equity Ultra | ETF-その他 | 0.20% | -0.20% | EXIT | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.19% | -0.02% | — | |
| 38 | APOC | Inr Eqty Def P ETF - 6 M A/o | ETF-その他 | 0.19% | -0.01% | -43.11% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.18% | -0.03% | +0.34% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.18% | -0.01% | +0.49% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | +0.03% | +12.41% | |
| 42 | VMI | Valmont Industries | 株式-資本財 | 0.14% | — | +0.26% | |
| 43 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.13% | — | +2.57% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.11% | -0.01% | — | |
| 45 | DDTN | Invtr Eq Dd 10 Buf ETF Nov | ETF-その他 | 0.11% | -0.11% | EXIT | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.10% | — | — | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.10% | — | +1.40% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.10% | +0.01% | +1.25% | |
| 49 | UMAR | Innovator U.s. Equity Ultra | ETF-その他 | 0.09% | -0.09% | EXIT |