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 | 20.59% | -1.05% | -1.46% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 9.42% | -0.15% | +2.64% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.01% | +0.21% | +5.07% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.38% | +0.17% | +0.76% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.87% | -0.05% | +2.53% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-その他 | 3.96% | — | +19.78% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.50% | -0.01% | -1.33% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.38% | +0.17% | +11.11% | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 2.98% | +0.25% | +40.33% | |
| 10 | AVRE | Avantis Real Estate ETF | ETF-その他 | 2.86% | -0.04% | +1.95% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.16% | -0.04% | +1.74% | |
| 12 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.13% | — | +5.40% | |
| 13 | DFIP | Dimensional Inflation-protec | ETF-その他 | 1.98% | +0.13% | +41.45% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.79% | +0.13% | +13.81% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.72% | +0.26% | +31.48% | |
| 16 | DFAT | Dimensional US Target Value | ETF-その他 | 1.69% | — | -0.40% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.53% | — | +2.37% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.51% | +0.33% | +12.51% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.46% | — | -5.62% | |
| 20 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 1.19% | +0.17% | +56.68% | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.15% | -0.04% | -7.04% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.11% | +0.01% | -7.58% | |
| 23 | DFIS | Dimensional International Sm | ETF-その他 | 0.98% | +0.07% | +39.69% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.96% | — | -2.31% | |
| 25 | NYF | Ishares New York Muni Bond E | ETF-その他 | 0.92% | -0.07% | +0.33% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.85% | +0.08% | +12.39% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.85% | — | +3.45% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | +0.03% | — | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.80% | +0.02% | +51.47% | |
| 30 | AVSC | Avantis US Small Cap Equity | ETF-中小型株 | 0.76% | +0.11% | +41.08% | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.68% | +0.15% | +51.92% | |
| 32 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.59% | -0.09% | -2.13% | |
| 33 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.58% | — | -1.92% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.52% | -0.08% | -2.13% | |
| 35 | REET | Ishares Global Reit ETF | ETF-その他 | 0.52% | -0.03% | -3.27% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.52% | -0.04% | +0.69% | |
| 37 | AVDE | Avantis International Equity | ETF-その他 | 0.46% | +0.02% | +9.45% | |
| 38 | VGSR | Vert Glb Sust Re ETF | ETF-その他 | 0.42% | — | +5.47% | |
| 39 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.37% | — | +6.20% | |
| 40 | DFIV | Dimensional International Va | ETF-その他 | 0.33% | — | +0.01% | |
| 41 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.32% | — | +1.57% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.31% | — | +0.01% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | -0.03% | -21.65% | |
| 44 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.26% | — | -1.13% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.24% | +0.11% | +111.96% | |
| 46 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.23% | — | — | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.22% | — | -0.82% | |
| 48 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 0.21% | +0.02% | +33.03% | |
| 49 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.19% | — | — | |
| 50 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.19% | +0.02% | — |