CIK: 0001961944
申告総資産額
$2.0億
| # | 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 | GLDM1USD | Spdr Gold Minishares Trust | ETF-コモディティ | 6.35% | -1.55% | +3.21% | |
| 2 | IBND | State Street Spdr Bloomberg | ETF-その他 | 5.62% | — | +23.08% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 5.55% | +0.39% | -3.66% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 5.09% | +0.04% | -4.84% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 4.47% | +0.18% | -2.61% | |
| 6 | DISV | Dimensional International Sm | ETF-その他 | 4.09% | -0.32% | -1.73% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.61% | +0.09% | +0.00% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.17% | +0.03% | -2.68% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 3.14% | -0.13% | +0.01% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.11% | +0.12% | -3.77% | |
| 11 | DFIV | Dimensional International Va | ETF-その他 | 3.10% | -0.23% | +0.01% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.78% | +0.36% | — | |
| 13 | AVRE | Avantis Real Estate ETF | ETF-その他 | 2.78% | -0.02% | +13.12% | |
| 14 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 2.60% | +0.01% | +19.67% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 2.45% | — | -0.67% | |
| 16 | DFIS | Dimensional International Sm | ETF-その他 | 2.33% | -0.12% | -5.93% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.32% | +0.45% | -4.02% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.19% | +0.15% | — | |
| 19 | AMPH | Amphastar Pharmaceuticals In | 株式-その他 | 2.16% | — | — | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.99% | -0.06% | -3.70% | |
| 21 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.75% | +0.07% | — | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.68% | +0.02% | +2.42% | |
| 23 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 1.65% | +0.12% | -1.57% | |
| 24 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.26% | -0.02% | -2.89% | |
| 25 | DFAT | Dimensional US Target Value | ETF-その他 | 1.11% | +0.02% | +0.42% | |
| 26 | AVDE | Avantis International Equity | ETF-その他 | 1.05% | +0.04% | +0.96% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.90% | +0.04% | — | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.87% | +0.02% | +7.93% | |
| 29 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 0.86% | +0.01% | +2.61% | |
| 30 | DFAI | Dimensional International Co | ETF-その他 | 0.83% | — | -8.35% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.83% | +0.04% | — | |
| 32 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.75% | +0.03% | — | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.74% | — | — | |
| 34 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.72% | — | -0.29% | |
| 35 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.67% | +0.04% | -3.83% | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.65% | +0.14% | -5.61% | |
| 37 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 0.64% | +0.07% | +5.28% | |
| 38 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.63% | — | -12.49% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.62% | -0.15% | -2.42% | |
| 40 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-その他 | 0.60% | -0.10% | -5.73% | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.57% | — | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | -1.73% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | +0.10% | — | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.56% | +0.02% | — | |
| 45 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.56% | +0.03% | -1.51% | |
| 46 | AAPL | Apple INC | 株式-IT | 0.55% | +0.03% | — | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.52% | +0.01% | -9.99% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.52% | +0.02% | — | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | — | — | |
| 50 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.50% | — | -13.86% |