CIK: 0001695908
申告総資産額
$3.7億
| # | 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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 29.50% | — | +1.31% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 28.12% | — | -1.95% | |
| 3 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 13.84% | — | +0.79% | |
| 4 | DFIC | Dimensional International Co | ETF-その他 | 3.72% | — | +78.34% | |
| 5 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 2.08% | — | +61.71% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.03% | — | -0.08% | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.95% | — | +28.45% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.78% | — | +2.61% | |
| 9 | DFAT | Dimensional US Target Value | ETF-その他 | 1.45% | — | -1.64% | |
| 10 | DFIV | Dimensional International Va | ETF-その他 | 1.17% | — | -2.12% | |
| 11 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.14% | — | +76.29% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.95% | — | -1.66% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.78% | — | — | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.76% | — | -0.40% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.70% | — | -0.54% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | +0.51% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.62% | — | +4.11% | |
| 18 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.58% | — | +0.76% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.55% | — | -0.67% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.54% | — | -8.69% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.54% | — | — | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.50% | — | +0.01% | |
| 23 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.45% | — | -3.59% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.45% | — | +16.51% | |
| 25 | SYBT | Stock Yards Bancorp INC | 株式-その他 | 0.45% | — | +0.53% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.44% | — | -2.48% | |
| 27 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.44% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | — | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | +0.24% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.31% | — | -6.01% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.27% | — | -1.38% | |
| 32 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.26% | — | -2.58% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.23% | — | — | |
| 34 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.20% | — | — | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | — | +15.74% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.19% | — | — | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.18% | — | +2.95% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.17% | — | — | |
| 39 | DFSB | Dim Glb Sustain Fix INC ETF | ETF-その他 | 0.17% | — | — | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.17% | — | +4.67% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.17% | — | — | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.17% | — | +0.45% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.14% | — | +0.62% | |
| 44 | SMMT | Summit Therapeutics Inc. | 株式-その他 | 0.14% | — | +0.85% | |
| 45 | O | Realty Income CORP | 株式-不動産 | 0.13% | — | +1.25% |