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 | 15.22% | -0.19% | +8.28% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 8.14% | -0.36% | -0.74% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 7.67% | +0.24% | +15.51% | |
| 4 | AAPL | Apple INC | 株式-IT | 7.54% | -0.22% | -0.64% | |
| 5 | COIN | Coinbase Global INC -class A | 株式-金融 | 6.44% | — | -1.37% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 6.21% | -0.19% | -2.36% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.62% | -0.06% | +0.01% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.35% | -0.12% | -6.53% | |
| 9 | DFAI | Dimensional International Co | ETF-その他 | 4.14% | +0.13% | +20.07% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 3.91% | — | -1.43% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.54% | — | -1.33% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.76% | — | -1.23% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.25% | -0.03% | -0.26% | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.36% | -0.33% | +1.10% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.28% | -0.05% | -5.96% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.16% | — | — | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.14% | -0.04% | -2.86% | |
| 18 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.02% | — | +5.11% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.02% | — | +3.54% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.85% | -0.17% | -6.29% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.85% | — | -3.05% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | — | -1.31% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.84% | — | — | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.81% | +0.03% | -2.25% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.79% | — | -0.72% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.72% | -0.02% | -2.97% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.68% | -0.10% | -26.53% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.65% | -0.09% | -0.42% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.62% | +0.03% | -14.81% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.59% | -0.30% | +2.89% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.59% | — | -1.02% | |
| 32 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.58% | +0.67% | +12.87% | |
| 33 | EXFY | Expensify INC - A | 株式-その他 | 0.54% | — | — | |
| 34 | UBER | Uber Technologies INC | 株式-資本財 | 0.47% | -0.03% | — | |
| 35 | ET | Energy Transfer LP | 株式-エネルギー | 0.39% | — | +2.38% | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.38% | — | -22.90% | |
| 37 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.37% | — | -12.59% | |
| 38 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.35% | -0.03% | — | |
| 39 | VTR | Ventas INC | 株式-不動産 | 0.34% | — | -10.99% | |
| 40 | NOW | Servicenow INC | 株式-IT | 0.31% | -0.03% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.30% | — | — | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.29% | — | -19.47% | |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.27% | — | +10.47% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | — | -7.14% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.24% | — | — | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.24% | — | -3.23% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | — | — | |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.23% | — | — | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.20% | — | -3.92% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.18% | — | +1.92% |