CIK: 0001891201
申告総資産額
$3.0億
| # | 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 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 15.79% | -0.28% | +4.74% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.21% | -0.27% | -2.09% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 7.58% | — | -35.38% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 6.91% | -0.16% | +0.77% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.10% | -0.04% | -1.45% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.38% | -0.04% | -1.04% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.38% | -0.09% | +1.50% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.29% | — | -10.77% | |
| 9 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.87% | -0.12% | +3.78% | |
| 10 | SUB | Ishares Short-term National | ETF-その他 | 2.68% | — | +22.17% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.60% | +0.06% | +49.18% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.59% | — | -0.14% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.50% | — | -4.02% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.12% | — | -2.81% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.10% | +0.03% | -7.80% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.83% | — | -3.20% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.79% | — | -1.87% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.67% | — | -0.38% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.62% | -0.03% | — | |
| 20 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.47% | — | -0.04% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.46% | -0.01% | — | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.40% | — | +99.79% | |
| 23 | DFAI | Dimensional International Co | ETF-その他 | 1.07% | +0.02% | +39.37% | |
| 24 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 0.95% | — | -32.83% | |
| 25 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.93% | — | +4.97% | |
| 26 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.75% | -0.01% | -1.24% | |
| 27 | DFIV | Dimensional International Va | ETF-その他 | 0.74% | +0.17% | +110.56% | |
| 28 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.64% | -0.04% | +4.65% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.63% | -0.03% | -4.31% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.60% | — | — | |
| 31 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.57% | — | +7.70% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.55% | — | — | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.41% | — | — | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.38% | — | — | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.32% | — | — | |
| 36 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.32% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | -0.04% | -12.00% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.30% | +0.01% | — | |
| 39 | ADP | Automatic Data Processing | 株式-IT | 0.25% | -0.04% | — | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.25% | — | — | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | -0.02% | — | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | — | -2.96% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.23% | — | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.22% | — | — | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.21% | — | — | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.21% | — | — | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.21% | +0.02% | -4.50% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | — | — | |
| 49 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.20% | — | — | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.19% | -0.04% | -7.20% |