CIK: 0002006918
申告総資産額
$2.5億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.52% | -0.35% | +2.78% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 6.20% | -0.59% | -2.25% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 5.31% | — | +2.93% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.85% | +0.22% | -0.40% | |
| 5 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 3.16% | -0.19% | -8.96% | |
| 6 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 2.78% | +0.12% | -0.27% | |
| 7 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.71% | +0.04% | +3.26% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.65% | — | -0.16% | |
| 9 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 2.57% | +0.05% | -7.74% | |
| 10 | PTRB | Pgim Total Return Bond ETF | ETF-その他 | 2.52% | +0.16% | +21.36% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.44% | +0.04% | -0.89% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.44% | — | +0.69% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.20% | -0.06% | -1.33% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.11% | +0.04% | +1.87% | |
| 15 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.85% | — | +3.55% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.85% | -0.12% | -6.53% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.74% | — | +0.69% | |
| 18 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.74% | — | +0.61% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.66% | — | -0.39% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.65% | -0.18% | +5.69% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.62% | +0.03% | -1.87% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.54% | — | +1.07% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.50% | — | +7.41% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.50% | — | -0.37% | |
| 25 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 1.50% | +0.17% | +3.21% | |
| 26 | DFIS | Dimensional International Sm | ETF-その他 | 1.45% | — | +12.74% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.37% | -0.06% | +0.19% | |
| 28 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.32% | — | -4.03% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 1.32% | -0.23% | +3.06% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.32% | — | +0.61% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.24% | -0.07% | +0.07% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.24% | — | +1.16% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.21% | -0.06% | +0.25% | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | -3.18% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 1.03% | — | +0.99% | |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.96% | — | -1.57% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.77% | — | +9.82% | |
| 38 | VPLS | Vanguard Core-plus Bond ETF | ETF-その他 | 0.74% | +0.21% | — | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.74% | — | -22.61% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.70% | -0.04% | +27.42% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | -0.08% | — | |
| 42 | DFAI | Dimensional International Co | ETF-その他 | 0.62% | — | +3.02% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | -0.05% | -2.82% | |
| 44 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.57% | — | -50.06% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.55% | -0.12% | +40.24% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.52% | — | -10.00% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.51% | — | -19.59% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.49% | -0.04% | +3.76% | |
| 49 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.47% | — | +19.75% | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.46% | — | +47.43% |