CIK: 0002030974
申告総資産額
$3.8億
上位200銘柄を表示中（全319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 | 11.20% | +0.18% | +6.37% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 8.43% | -1.43% | -0.06% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 7.67% | -0.30% | +3.76% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.25% | -0.05% | +2.88% | |
| 5 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 4.80% | -0.97% | +6.35% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.69% | -0.36% | +8.11% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.48% | -0.21% | +3.88% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.41% | -0.26% | +9.18% | |
| 9 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 3.67% | -0.19% | +3.25% | |
| 10 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 3.59% | +0.22% | +11.06% | |
| 11 | DFAT | Dimensional US Target Value | ETF-その他 | 3.54% | +0.26% | +5.84% | |
| 12 | DFIV | Dimensional International Va | ETF-その他 | 2.85% | -0.34% | +3.75% | |
| 13 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 2.29% | -0.42% | +15.34% | |
| 14 | VCRB | Vanguard Core Bond ETF | ETF-その他 | 2.01% | -0.31% | +17.68% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.98% | +0.24% | +7.11% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.83% | -0.14% | +5.08% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.75% | — | -0.76% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.30% | -0.38% | +0.00% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.05% | — | -0.06% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.83% | — | — | |
| 21 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.82% | -0.13% | -1.12% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.77% | +1.02% | +11.06% | |
| 23 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.77% | — | +10.64% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.67% | — | — | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.66% | — | — | |
| 26 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.59% | +0.27% | — | |
| 27 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 0.59% | +0.28% | -6.72% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.59% | +1.05% | +7.70% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.54% | — | +0.04% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.53% | — | -1.47% | |
| 31 | SUB | Ishares Short-term National | ETF-その他 | 0.52% | +1.15% | +10.18% | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.50% | — | -0.27% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.42% | — | — | |
| 34 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.39% | — | -3.30% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | — | — | |
| 36 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.34% | — | -0.25% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.28% | — | -2.42% | |
| 38 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.28% | — | — | |
| 39 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.28% | — | — | |
| 40 | LGND | Ligand Pharmaceuticals | 株式-ヘルスケア | 0.26% | +0.07% | -21.82% | |
| 41 | PAHC | Phibro Animal Health Corp-a | 株式-その他 | 0.26% | — | -16.72% | |
| 42 | SMCI | Super Micro Computer INC | 株式-IT | 0.25% | — | — | |
| 43 | IIIV | I3 Verticals Inc-class A | 株式-その他 | 0.24% | -0.18% | EXIT | |
| 44 | MCB | Metropolitan Bank Holding Co | 株式-その他 | 0.24% | — | — | |
| 45 | PDFS | Pdf Solutions INC | 株式-その他 | 0.23% | +0.13% | +7.22% | |
| 46 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.23% | +1.25% | +28.89% | |
| 47 | BNDW | Vanguard Total World Bond Et | ETF-その他 | 0.21% | — | -0.42% | |
| 48 | VITL | Vital Farms INC | 株式-その他 | 0.21% | -0.15% | EXIT | |
| 49 | LMAT | Lemaitre Vascular INC | 株式-その他 | 0.20% | — | -31.39% | |
| 50 | KRUS | Kura Sushi USA Inc-class A | 株式-その他 | 0.19% | — | — |