CIK: 0002030974
申告総資産額
$3.8億
上位200銘柄を表示中（全299銘柄）
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.61% | +0.18% | +6.89% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 6.03% | -0.30% | +5.23% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.25% | -0.05% | +10.69% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.28% | -0.36% | +9.53% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.19% | -0.26% | +10.26% | |
| 6 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 4.00% | -0.97% | +15.08% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.71% | -0.21% | +7.34% | |
| 8 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 3.70% | -0.19% | +7.71% | |
| 9 | DFIV | Dimensional International Va | ETF-その他 | 2.33% | -0.34% | +5.89% | |
| 10 | DFAT | Dimensional US Target Value | ETF-その他 | 2.18% | +0.26% | +4.83% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.07% | — | +23.49% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 2.00% | — | +25.19% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 1.74% | +0.22% | +6.80% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.41% | -0.14% | +4.94% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.39% | — | +7.47% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.38% | +0.24% | +3.03% | |
| 17 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.14% | +0.29% | +3891.78% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.07% | — | -3.91% | |
| 19 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 1.01% | +0.28% | +1812.80% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.87% | — | — | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.87% | +1.02% | +2.43% | |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.86% | -0.13% | -1.86% | |
| 23 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.81% | — | — | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.73% | -0.38% | -0.73% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.73% | — | — | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.72% | +1.05% | +2.70% | |
| 27 | LMAT | Lemaitre Vascular INC | 株式-その他 | 0.70% | — | -12.55% | |
| 28 | COR | Cencora INC | 株式-ヘルスケア | 0.69% | — | — | |
| 29 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.69% | — | +8.70% | |
| 30 | ROST | Ross Stores INC | 株式-一般消費財 | 0.68% | — | — | |
| 31 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.67% | — | +1.95% | |
| 32 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.65% | +0.27% | -27.34% | |
| 33 | SYY | Sysco CORP | 株式-生活必需品 | 0.61% | — | — | |
| 34 | MCHP | Microchip Technology INC | 株式-IT | 0.61% | — | — | |
| 35 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.61% | — | — | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.60% | — | +11.28% | |
| 37 | UFPT | Ufp Technologies INC | 株式-その他 | 0.60% | — | -34.19% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.59% | — | — | |
| 39 | GWW | Ww Grainger INC | 株式-資本財 | 0.58% | — | — | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | — | — | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | — | -1.12% | |
| 42 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.55% | — | — | |
| 43 | ✓ | Onespaworld Holdings LTD | 株式-その他 | 0.53% | -0.13% | EXIT | |
| 44 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.53% | — | — | |
| 45 | IRMD | Iradimed CORP | 株式-その他 | 0.52% | — | +2.34% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.51% | +0.09% | +25.00% | |
| 47 | SUB | Ishares Short-term National | ETF-その他 | 0.51% | +1.15% | +3.91% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | — | |
| 49 | STT | State Street CORP | 株式-金融 | 0.50% | — | — | |
| 50 | ANIP | Ani Pharmaceuticals INC | 株式-その他 | 0.49% | — | +18.90% |