CIK: 0001871734
申告総資産額
$3.9億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 21.03% | -1.05% | -1.57% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 9.62% | -0.15% | +9.90% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.09% | +0.21% | +3.03% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.58% | +0.17% | +0.06% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.98% | -0.05% | +14.25% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.87% | -0.01% | -0.12% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-その他 | 3.42% | — | +38.54% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.20% | +0.17% | +15.53% | |
| 9 | AVRE | Avantis Real Estate ETF | ETF-その他 | 3.01% | -0.04% | -1.34% | |
| 10 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 2.27% | +0.25% | +72.64% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.16% | -0.04% | -0.83% | |
| 12 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.14% | — | +4.96% | |
| 13 | DFAT | Dimensional US Target Value | ETF-その他 | 1.86% | — | -2.14% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.67% | +0.13% | -4.57% | |
| 15 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.55% | — | -7.50% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.48% | — | +10.38% | |
| 17 | DFIP | Dimensional Inflation-protec | ETF-その他 | 1.48% | +0.13% | +130.16% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.42% | +0.33% | +9.24% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.32% | +0.01% | -12.60% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.30% | +0.26% | +193.02% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.28% | -0.04% | -9.80% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.02% | — | -7.04% | |
| 23 | NYF | Ishares New York Muni Bond E | ETF-その他 | 0.97% | -0.07% | -16.88% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | +0.03% | — | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.82% | — | -1.24% | |
| 26 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.82% | +0.17% | +110.17% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.76% | +0.08% | -3.92% | |
| 28 | DFIS | Dimensional International Sm | ETF-その他 | 0.75% | +0.07% | +134.92% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.69% | — | -2.21% | |
| 30 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.66% | — | -3.12% | |
| 31 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.62% | -0.09% | +1258.97% | |
| 32 | AVSC | Avantis US Small Cap Equity | ETF-中小型株 | 0.59% | +0.11% | +58.95% | |
| 33 | REET | Ishares Global Reit ETF | ETF-その他 | 0.58% | -0.03% | -3.30% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.57% | -0.04% | -3.65% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.53% | -0.08% | -8.74% | |
| 36 | VUG | Vanguard Growth ETF | ETF-その他 | 0.51% | +0.02% | +31.04% | |
| 37 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.49% | +0.15% | +258.55% | |
| 38 | AVDE | Avantis International Equity | ETF-その他 | 0.45% | +0.02% | -1.65% | |
| 39 | VGSR | Vert Glb Sust Re ETF | ETF-その他 | 0.42% | — | -1.28% | |
| 40 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.36% | — | -14.82% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | -0.03% | — | |
| 42 | DFIV | Dimensional International Va | ETF-その他 | 0.35% | — | -0.12% | |
| 43 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.33% | — | +4.29% | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.33% | — | -0.20% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | — | -6.29% | |
| 46 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.28% | — | -0.40% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | — | — | |
| 48 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.24% | — | — | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.21% | — | +0.01% | |
| 50 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.19% | — | -10.73% |