CIK: 0001925385
申告総資産額
$3.5億
| # | 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 | 21.34% | — | +3.68% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 19.05% | +0.55% | +6.55% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.51% | +0.51% | +10.58% | |
| 4 | DFAT | Dimensional US Target Value | ETF-その他 | 6.26% | -0.05% | -4.25% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.54% | -0.36% | -0.57% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.39% | -0.10% | -0.39% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 3.18% | +0.26% | +23.66% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 3.03% | -0.18% | +918.08% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.85% | +0.83% | +12.32% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-その他 | 2.63% | — | -0.87% | |
| 11 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 2.55% | -0.11% | -4.00% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.54% | -0.13% | +3.73% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.01% | -0.35% | +10.65% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.84% | +0.45% | +11.27% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.84% | -0.08% | -0.46% | |
| 16 | NFLX | Netflix INC | 株式-通信サービス | 1.56% | +0.05% | +12.57% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.34% | -0.05% | — | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.34% | — | -0.42% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.61% | -0.03% | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.04% | +17.94% | |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.50% | — | -50.01% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.42% | -0.11% | — | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.39% | -0.04% | -3.91% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.36% | — | -29.88% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.33% | — | — | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.28% | — | -1.68% | |
| 27 | HAPN | Happen INC | 株式-その他 | 0.27% | — | — | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.27% | — | — | |
| 29 | SUB | Ishares Short-term National | ETF-その他 | 0.26% | — | — | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | -0.01% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | -0.02% | — | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | -0.05% | +48.59% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.23% | — | — | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.23% | -0.02% | — | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.22% | -0.04% | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.22% | — | -4.00% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.22% | — | -7.65% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.19% | — | — | |
| 39 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.19% | -0.09% | +30.07% | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.17% | +0.02% | -4.56% | |
| 41 | AMAT | Applied Materials INC | 株式-IT | 0.16% | +0.03% | — | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.15% | — | — | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.14% | — | — | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.13% | — | — | |
| 45 | AXP | American Express Co | 株式-金融 | 0.13% | -0.02% | — | |
| 46 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 0.13% | — | — | |
| 47 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.13% | — | -12.87% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.12% | — | — | |
| 49 | XYZ | Block INC | 株式-金融 | 0.10% | — | — | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.10% | -0.01% | — |