CIK: 0001769302
申告総資産額
$8.0億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.06% | +0.04% | +10.63% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 5.95% | — | -1.99% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-その他 | 5.16% | -0.20% | -0.95% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-その他 | 4.70% | -0.79% | +29.89% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.30% | -0.56% | +7.20% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.96% | -0.72% | +10.58% | |
| 7 | ENPH | Enphase Energy INC | 株式-IT | 3.32% | +0.15% | +6.36% | |
| 8 | DFIC | Dimensional International Co | ETF-その他 | 2.74% | — | -0.18% | |
| 9 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 2.70% | -0.04% | — | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.62% | — | -8.64% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.34% | — | -0.66% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.25% | -0.13% | -94.80% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.98% | +0.28% | -2.98% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.89% | — | -1.92% | |
| 15 | DFAI | Dimensional International Co | ETF-その他 | 1.79% | -0.14% | -9.53% | |
| 16 | DFAT | Dimensional US Target Value | ETF-その他 | 1.63% | — | -1.06% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.56% | -0.48% | +50.23% | |
| 18 | MBB | Ishares Mbs ETF | ETF-その他 | 1.54% | — | +1.07% | |
| 19 | DIHP | Dimensional International Hi | ETF-その他 | 1.45% | — | -0.28% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.44% | -0.31% | +2.31% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.41% | — | +6.14% | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.31% | -0.35% | — | |
| 23 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.29% | — | -0.44% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.25% | -0.37% | +25.80% | |
| 25 | DISV | Dimensional International Sm | ETF-その他 | 1.00% | — | +0.13% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.99% | -0.21% | +0.50% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.92% | — | -0.47% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.81% | — | -66.48% | |
| 29 | AMAT | Applied Materials INC | 株式-IT | 0.76% | +0.05% | -1.22% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | +0.13% | +6.22% | |
| 31 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.68% | — | -8.42% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.67% | — | +27.30% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.67% | — | -43.45% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | -0.12% | +1.75% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.64% | -0.29% | — | |
| 36 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.61% | — | -46.19% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.57% | — | +42.66% | |
| 38 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.57% | — | -99.88% | |
| 39 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.57% | — | +8.22% | |
| 40 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.54% | — | -98.19% | |
| 41 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.53% | +0.46% | -29.15% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.53% | -0.17% | +1.02% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.48% | — | -98.67% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.47% | +0.56% | -6.52% | |
| 45 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 0.44% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | — | +0.56% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.42% | — | -95.22% | |
| 48 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.38% | — | — | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | — | +4.13% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.34% | -0.11% | +3.01% |