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 | 12.92% | -0.19% | +2.59% | |
| 2 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 12.79% | +0.67% | +7.32% | |
| 3 | FLXR | Tcw Flexible Income ETF | ETF-その他 | 9.19% | +0.39% | +6.58% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 8.78% | +0.47% | +8.81% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-その他 | 7.80% | -0.33% | +1.81% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 7.77% | +0.24% | +3.16% | |
| 7 | MTBA | Simplify Mbs ETF | ETF-その他 | 5.37% | -5.37% | EXIT | |
| 8 | DFAI | Dimensional International Co | ETF-その他 | 4.29% | +0.13% | +3.80% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.88% | -0.36% | +2.39% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.26% | -0.22% | -6.30% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.77% | -0.19% | -1.80% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.91% | — | -0.96% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.74% | -0.12% | -3.89% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.53% | -0.30% | -1.68% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.48% | — | +0.47% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.14% | — | +0.05% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.82% | -0.06% | +0.74% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.70% | -0.09% | -2.25% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.69% | +0.03% | +4.97% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.59% | — | +1.45% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | — | +0.99% | |
| 22 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.55% | -0.05% | -2.26% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.47% | -0.04% | -0.31% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.44% | -0.05% | -8.16% | |
| 25 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.40% | -0.14% | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.38% | -0.10% | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.37% | -0.17% | +1.55% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | +0.14% | +1.34% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.31% | — | +0.93% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | -0.03% | -0.27% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.30% | +0.03% | +0.30% | |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.30% | — | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.30% | — | — | |
| 34 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 0.26% | — | +0.83% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.25% | -0.02% | -0.07% | |
| 36 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.25% | — | +0.99% | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.23% | — | -3.01% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.19% | — | +1.60% | |
| 39 | UBER | Uber Technologies INC | 株式-資本財 | 0.18% | -0.03% | — | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.17% | — | -3.04% | |
| 41 | RGLD | Royal Gold INC | 株式-素材 | 0.17% | -0.11% | — | |
| 42 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.16% | -0.03% | — | |
| 43 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.16% | — | — | |
| 44 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.15% | — | — | |
| 45 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 0.15% | — | +1.91% | |
| 46 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.15% | — | +4.53% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.14% | — | -5.56% | |
| 48 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.13% | -0.13% | EXIT | |
| 49 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 0.13% | -0.06% | — | |
| 50 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.13% | -0.03% | +0.99% |