CIK: 0001905198
申告総資産額
$3.3億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 14.13% | -0.19% | +16.33% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.34% | -0.22% | +10.91% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 8.23% | -0.36% | -0.74% | |
| 4 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 6.69% | +0.24% | +22.14% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 6.40% | -0.19% | -0.88% | |
| 6 | COIN | Coinbase Global INC -class A | 株式-金融 | 6.04% | — | -0.05% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.69% | -0.12% | -1.50% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.66% | -0.06% | -0.49% | |
| 9 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 3.94% | — | +1.44% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.60% | — | +0.22% | |
| 11 | DFAI | Dimensional International Co | ETF-その他 | 3.50% | +0.13% | +22.21% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.86% | — | -0.20% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.09% | -0.03% | +0.19% | |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.37% | -0.05% | -0.45% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.35% | -0.33% | +15.20% | |
| 16 | EXFY | Expensify INC - A | 株式-その他 | 1.29% | — | — | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.18% | -0.04% | +2.16% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.18% | — | — | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.99% | — | +9.68% | |
| 20 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.99% | — | +1.77% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.95% | -0.17% | -20.44% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.94% | -0.10% | +39.85% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.89% | — | -4.81% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | — | -2.31% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.85% | — | -0.24% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.83% | +0.03% | — | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.79% | — | -0.34% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | -0.02% | -1.95% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.68% | +0.03% | -2.89% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.59% | — | -0.57% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.58% | -0.30% | +14.01% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | -0.09% | -1.97% | |
| 33 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.53% | +0.67% | — | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.49% | — | — | |
| 35 | UBER | Uber Technologies INC | 株式-資本財 | 0.43% | -0.03% | — | |
| 36 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.42% | — | -2.08% | |
| 37 | VTR | Ventas INC | 株式-不動産 | 0.41% | — | — | |
| 38 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.40% | -0.03% | — | |
| 39 | ET | Energy Transfer LP | 株式-エネルギー | 0.33% | — | +2.39% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.31% | — | -10.25% | |
| 41 | NOW | Servicenow INC | 株式-IT | 0.31% | -0.03% | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.30% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | — | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.25% | — | — | |
| 45 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.25% | — | +19.87% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | — | -5.61% | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.23% | — | — | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.22% | — | -1.30% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.22% | — | -10.89% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.20% | — | +9.95% |