CIK: 0002030974
申告総資産額
$3.8億
上位200銘柄を表示中（全288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 | 8.52% | +0.18% | -5.02% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 6.00% | -0.30% | -4.16% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.05% | -0.05% | +4.35% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.36% | -0.36% | +4.30% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.29% | -0.26% | +1.85% | |
| 6 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 4.15% | -0.97% | +6.71% | |
| 7 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 3.71% | -0.19% | +6.95% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.55% | -0.21% | +2.06% | |
| 9 | DFIV | Dimensional International Va | ETF-その他 | 2.48% | -0.34% | +12.53% | |
| 10 | DFAT | Dimensional US Target Value | ETF-その他 | 2.43% | +0.26% | +9.72% | |
| 11 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 2.34% | +0.22% | +30.30% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.12% | — | +3.14% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 2.02% | — | +3.59% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.51% | -0.14% | +14.82% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.41% | +0.24% | +10.76% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.38% | — | +102.61% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.26% | -0.38% | +64.04% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.03% | — | +5.17% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.87% | — | — | |
| 20 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.86% | -0.13% | +198.71% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.85% | +1.02% | -1.50% | |
| 22 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.80% | +0.27% | — | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.71% | — | +11.41% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.71% | +1.05% | -1.71% | |
| 25 | ROST | Ross Stores INC | 株式-一般消費財 | 0.70% | — | — | |
| 26 | LMAT | Lemaitre Vascular INC | 株式-その他 | 0.70% | — | -1.53% | |
| 27 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.69% | — | +9.60% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.68% | — | +101.11% | |
| 29 | ✓ | Onespaworld Holdings LTD | 株式-その他 | 0.66% | -0.13% | EXIT | |
| 30 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.65% | — | -2.43% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.64% | — | +4.11% | |
| 32 | COR | Cencora INC | 株式-ヘルスケア | 0.63% | — | -10.96% | |
| 33 | SYY | Sysco CORP | 株式-生活必需品 | 0.61% | — | — | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.61% | — | -19.12% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.59% | — | — | |
| 36 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.59% | — | +13.13% | |
| 37 | IRMD | Iradimed CORP | 株式-その他 | 0.58% | — | — | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | — | — | |
| 39 | SUB | Ishares Short-term National | ETF-その他 | 0.53% | +1.15% | +3.80% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | — | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.52% | +0.09% | — | |
| 42 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.51% | — | — | |
| 43 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 0.51% | +0.28% | -50.32% | |
| 44 | USB | US Bancorp | 株式-金融 | 0.50% | — | — | |
| 45 | SCI | Service CORP International | 株式-一般消費財 | 0.49% | — | — | |
| 46 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 0.48% | — | +16.44% | |
| 47 | IIIV | I3 Verticals Inc-class A | 株式-その他 | 0.48% | -0.18% | EXIT | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.47% | — | — | |
| 49 | UFPT | Ufp Technologies INC | 株式-その他 | 0.47% | — | — | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.47% | — | +0.31% |