CIK: 0002036775
申告総資産額
$2.1億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 26.04% | -1.22% | -18.88% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 16.18% | +0.93% | +4.08% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.85% | +0.32% | -13.69% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.56% | -0.71% | +1777.69% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 4.24% | +1.23% | -26.21% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.72% | +0.13% | -11.25% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.51% | -0.39% | +0.23% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.70% | -0.18% | +303.06% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.69% | +0.31% | +14.58% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.04% | -0.06% | +1444.69% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.65% | -0.40% | -0.97% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.54% | -0.08% | +26.82% | |
| 13 | DFAI | Dimensional International Co | ETF-その他 | 1.26% | -0.12% | +0.31% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.08% | +0.12% | +0.01% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.04% | — | +0.56% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.04% | -0.19% | -8.13% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.89% | -0.17% | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.84% | -0.10% | -0.35% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.68% | — | — | |
| 20 | ORCL | Oracle CORP | 株式-IT | 0.48% | -0.09% | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.47% | -0.40% | — | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.46% | -0.05% | -0.43% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.43% | -0.02% | +0.53% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.39% | -0.29% | +0.19% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.38% | +0.20% | — | |
| 26 | AAPL | Apple INC | 株式-IT | 0.37% | — | -3.59% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.32% | — | — | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.32% | — | — | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.31% | -0.05% | — | |
| 30 | DUK | Duke Energy CORP | 株式-公益事業 | 0.31% | +0.01% | +0.02% | |
| 31 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 0.29% | -0.03% | — | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.28% | — | -2.35% | |
| 33 | NICE | Nice LTD - Spon Adr | 株式-IT | 0.28% | — | — | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.25% | -0.03% | — | |
| 35 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.25% | -0.01% | +1.07% | |
| 36 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.24% | — | -57.41% | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.24% | -0.05% | -2.50% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.23% | — | +85.17% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.23% | — | -0.12% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | -0.02% | -4.66% | |
| 41 | FTCS | First Trust Capital Strength | ETF-その他 | 0.23% | — | — | |
| 42 | SO | Southern Co/the | 株式-公益事業 | 0.22% | — | — | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.21% | — | — | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.21% | -0.03% | -11.50% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.21% | — | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.20% | -0.01% | — | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.19% | -0.04% | -1.90% | |
| 48 | XPCQX | Pimco California Muni INC Fd | 株式-その他 | 0.19% | — | — | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.18% | -0.06% | — | |
| 50 | GE | General Electric | 株式-資本財 | 0.18% | -0.02% | -7.69% |