CIK: 0001871734
申告総資産額
$3.9億
上位200銘柄を表示中（全279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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 21.15% | -1.05% | +2.37% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 9.58% | -0.15% | +0.86% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.16% | +0.21% | +2.82% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.11% | +0.17% | -0.10% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.75% | -0.05% | +5.78% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.84% | -0.01% | -1.90% | |
| 7 | AVRE | Avantis Real Estate ETF | ETF-その他 | 3.40% | -0.04% | -0.55% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.07% | +0.17% | -1.02% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-その他 | 2.43% | — | +15.80% | |
| 10 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.20% | — | +4.60% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.16% | -0.04% | -0.06% | |
| 12 | DFAT | Dimensional US Target Value | ETF-その他 | 1.99% | — | -1.81% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.78% | — | +3.26% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.75% | +0.13% | +1.48% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.57% | +0.01% | +4.93% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.53% | -0.04% | +4.66% | |
| 17 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.46% | +0.25% | +127.23% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.43% | +0.33% | +2.61% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.42% | — | +13.60% | |
| 20 | NYF | Ishares New York Muni Bond E | ETF-その他 | 1.28% | -0.07% | +57.08% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.18% | — | +4.63% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.86% | — | -10.68% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.84% | +0.08% | -5.07% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.81% | +0.03% | — | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.81% | — | -3.62% | |
| 26 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.71% | — | -1.76% | |
| 27 | DFIP | Dimensional Inflation-protec | ETF-その他 | 0.70% | +0.13% | +93.65% | |
| 28 | REET | Ishares Global Reit ETF | ETF-その他 | 0.66% | -0.03% | -6.74% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.60% | -0.04% | -0.96% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.56% | -0.08% | -0.75% | |
| 31 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.47% | +0.26% | +93.38% | |
| 32 | AVDE | Avantis International Equity | ETF-その他 | 0.47% | +0.02% | +37.14% | |
| 33 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.47% | — | +14.14% | |
| 34 | VGSR | Vert Glb Sust Re ETF | ETF-その他 | 0.47% | — | — | |
| 35 | AVSC | Avantis US Small Cap Equity | ETF-中小型株 | 0.40% | +0.11% | +42.15% | |
| 36 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.38% | +0.17% | +107.35% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.38% | +0.02% | -1.96% | |
| 38 | DFIV | Dimensional International Va | ETF-その他 | 0.36% | — | -0.71% | |
| 39 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.35% | — | -3.15% | |
| 40 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.34% | — | +0.72% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | -0.03% | -2.71% | |
| 42 | DFIS | Dimensional International Sm | ETF-その他 | 0.33% | +0.07% | +94.71% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | — | -15.15% | |
| 44 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.29% | — | -6.84% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.24% | — | -4.70% | |
| 46 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.23% | — | +0.13% | |
| 47 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.22% | — | — | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.21% | — | -4.34% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.19% | — | -26.86% | |
| 50 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.19% | — | +5266.67% |