CIK: 0002030974
申告総資産額
$3.8億
上位200銘柄を表示中（全283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 | 10.66% | +0.18% | +15.79% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 8.75% | -1.43% | +2527.12% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 7.53% | -0.30% | +14.02% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.31% | -0.05% | -8.51% | |
| 5 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 4.88% | -0.97% | +5.73% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.72% | -0.36% | +2.60% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.41% | -0.26% | +1.14% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.30% | -0.21% | +6.16% | |
| 9 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 3.75% | -0.19% | -8.93% | |
| 10 | DFAT | Dimensional US Target Value | ETF-その他 | 3.39% | +0.26% | +30.26% | |
| 11 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 3.33% | +0.22% | +35.40% | |
| 12 | DFIV | Dimensional International Va | ETF-その他 | 2.79% | -0.34% | -2.80% | |
| 13 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 2.13% | -0.42% | +114.31% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.91% | — | +38.21% | |
| 15 | VCRB | Vanguard Core Bond ETF | ETF-その他 | 1.85% | -0.31% | +116.18% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.85% | +0.24% | +12.75% | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.70% | -0.14% | -3.32% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.32% | -0.38% | +5.87% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.09% | — | -4.68% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.88% | — | — | |
| 21 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.85% | -0.13% | +0.73% | |
| 22 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.75% | — | +4.85% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.75% | +1.02% | +3.65% | |
| 24 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 0.69% | +0.28% | -24.00% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.68% | — | +0.26% | |
| 26 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.67% | +0.27% | — | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.59% | — | -59.21% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.59% | +1.05% | +8.28% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.58% | — | -9.89% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.54% | — | -61.63% | |
| 31 | SUB | Ishares Short-term National | ETF-その他 | 0.51% | +1.15% | +7.19% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | — | +263.64% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.44% | — | -11.65% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.42% | — | -3.95% | |
| 35 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.37% | — | -12.73% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | — | — | |
| 37 | IIIV | I3 Verticals Inc-class A | 株式-その他 | 0.33% | -0.18% | EXIT | |
| 38 | KRUS | Kura Sushi USA Inc-class A | 株式-その他 | 0.31% | — | — | |
| 39 | LMAT | Lemaitre Vascular INC | 株式-その他 | 0.30% | — | — | |
| 40 | IRMD | Iradimed CORP | 株式-その他 | 0.30% | — | — | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.29% | — | +4.47% | |
| 42 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.29% | — | — | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.29% | — | -1.36% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.28% | — | — | |
| 45 | SMCI | Super Micro Computer INC | 株式-IT | 0.28% | — | — | |
| 46 | ANIP | Ani Pharmaceuticals INC | 株式-その他 | 0.26% | — | -15.54% | |
| 47 | MCB | Metropolitan Bank Holding Co | 株式-その他 | 0.24% | — | — | |
| 48 | EE | Excelerate Energy Inc-a | 株式-その他 | 0.24% | — | — | |
| 49 | LGND | Ligand Pharmaceuticals | 株式-ヘルスケア | 0.23% | +0.07% | — | |
| 50 | ARISUSD | Aris Water Solutions Inc-a | 株式-その他 | 0.23% | — | +14.50% |