CIK: 0001910934
申告総資産額
$1.3億
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 12.21% | -0.93% | +12684.42% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.86% | +0.06% | +6920.22% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 6.35% | -0.04% | +4352.91% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.99% | +0.21% | +4722.86% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 5.70% | +0.04% | +3313.00% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.29% | +0.20% | +5128.85% | |
| 7 | SUB | Ishares Short-term National | ETF-その他 | 3.71% | -0.02% | +11040.72% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.18% | +0.03% | +4311.02% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-その他 | 3.03% | +0.04% | +2385.99% | |
| 10 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 2.81% | -0.02% | +2604.04% | |
| 11 | DFAI | Dimensional International Co | ETF-その他 | 2.80% | +0.18% | +3077.57% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.26% | +0.13% | +10274.79% | |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.91% | +0.08% | +4828.49% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.88% | -0.06% | +7732.24% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.81% | -0.04% | +6593.38% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.81% | -0.02% | +3575.62% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.77% | -0.32% | +27958.88% | |
| 18 | AVRE | Avantis Real Estate ETF | ETF-その他 | 1.76% | +0.14% | +4382.94% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.60% | — | +9159.00% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.47% | -0.02% | +7045.43% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 1.16% | — | +6550.60% | |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.04% | -0.05% | +3415.42% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.00% | — | +5644.53% | |
| 24 | AVDE | Avantis International Equity | ETF-その他 | 0.99% | +0.16% | +6282.95% | |
| 25 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.96% | — | +4730.08% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 0.83% | -0.04% | +3883.18% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.74% | -0.03% | +11262.51% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.74% | — | +3737.00% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.72% | +0.01% | +6599.07% | |
| 30 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.72% | — | +3333.00% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.71% | +0.09% | +23750.10% | |
| 32 | DFIC | Dimensional International Co | ETF-その他 | 0.68% | — | +2484.50% | |
| 33 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.64% | +0.05% | +9594.11% | |
| 34 | CMF | Ishares California Muni Bond | ETF-その他 | 0.55% | — | +6321.18% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.54% | -0.02% | +11349.54% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.47% | — | +7605.56% | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.45% | — | +7907.40% | |
| 38 | RXO | Rxo INC | 株式-その他 | 0.43% | — | — | |
| 39 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.42% | +0.06% | +26870.95% | |
| 40 | XPO | Xpo INC | 株式-資本財 | 0.42% | +0.29% | +12923.22% | |
| 41 | GXO | Gxo Logistics INC | 株式-資本財 | 0.40% | — | +4250.01% | |
| 42 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.39% | — | +5761.00% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.37% | — | +6246.99% | |
| 44 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 0.37% | — | +3508.91% | |
| 45 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.34% | — | — | |
| 46 | DFIV | Dimensional International Va | ETF-その他 | 0.33% | +0.15% | NEW | |
| 47 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.31% | — | — | |
| 48 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 0.27% | — | +4520.00% | |
| 49 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 0.26% | +0.01% | +5090.00% | |
| 50 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.25% | +0.01% | +6408.01% |