CIK: 0001964538
申告総資産額
$1.6億
| # | 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 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 13.20% | +1.11% | +4.24% | |
| 2 | DFAI | Dimensional International Co | ETF-その他 | 11.08% | -1.13% | +4.19% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 10.48% | -1.58% | -11.08% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 9.56% | -0.64% | +9.53% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 8.69% | +0.58% | +4.58% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.76% | -0.35% | +1.87% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 5.88% | -0.51% | +26.97% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 5.82% | -0.71% | +15.74% | |
| 9 | CGIE | Cap Group Intl Equity | ETF-その他 | 5.79% | -0.52% | +1.27% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.46% | -0.77% | -3.52% | |
| 11 | AVMC | Avantis US Mid Cap Eq ETF | ETF-その他 | 2.31% | +0.75% | +40.85% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.96% | -0.11% | +11.98% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.54% | -0.26% | -2.43% | |
| 14 | AVLC | Avantis US Lg Cap Eq ETF | ETF-その他 | 1.42% | +0.75% | — | |
| 15 | VCRB | Vanguard Core Bond ETF | ETF-その他 | 1.29% | +2.02% | +1478.22% | |
| 16 | L | Loews CORP | 株式-金融 | 1.21% | -0.22% | -1.64% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.17% | -0.07% | +56.67% | |
| 18 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 1.15% | +0.68% | -0.73% | |
| 19 | AVSC | Avantis US Small Cap Equity | ETF-中小型株 | 0.91% | +0.54% | — | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.72% | -0.06% | — | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.51% | -0.04% | -0.91% | |
| 22 | AVDE | Avantis International Equity | ETF-その他 | 0.28% | +0.40% | — | |
| 23 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.24% | -0.07% | -9.09% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.22% | — | -9.18% | |
| 25 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.19% | -0.10% | -9.14% | |
| 26 | PAR | Par Technology Corp/del | 株式-その他 | 0.18% | — | -1.70% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.17% | +0.13% | NEW | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.14% | — | — | |
| 29 | PHYL | Pgim Active High Yield Bond | ETF-ハイイールド債 | 0.14% | +0.37% | +168.89% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.13% | — | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.12% | — | — | |
| 32 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.12% | — | -17.17% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.11% | — | — | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.11% | — | — | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.10% | — | — | |
| 36 | ECL | Ecolab INC | 株式-素材 | 0.10% | — | — | |
| 37 | ADI | Analog Devices INC | 株式-IT | 0.09% | — | -3.45% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.09% | — | — | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.08% | — | — | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.08% | — | — | |
| 41 | LIN | Linde plc | 株式-素材 | 0.08% | — | — | |
| 42 | J | Jacobs Solutions INC | 株式-資本財 | 0.08% | — | -14.23% | |
| 43 | BLK | Blackrock INC | 株式-金融 | 0.07% | — | -5.06% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.07% | — | — | |
| 45 | TEL | TE Connectivity plc | 株式-IT | 0.07% | — | — | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.07% | — | -9.91% | |
| 47 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.06% | — | — | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.06% | — | — | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.05% | — | -7.22% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.05% | — | — |