CIK: 0002027377
申告総資産額
$8.2億
| # | 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 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 38.18% | +0.13% | — | |
| 2 | AVLC | Avantis US Lg Cap Eq ETF | ETF-その他 | 23.68% | -0.92% | -1.75% | |
| 3 | AVDE | Avantis International Equity | ETF-その他 | 13.84% | +0.56% | — | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 10.15% | +0.56% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.34% | -0.11% | -2.25% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 2.73% | -0.06% | -2.46% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 2.60% | +0.02% | -1.94% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.88% | -0.06% | -2.15% | |
| 9 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.82% | +0.49% | -1.80% | |
| 10 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.51% | -0.52% | EXIT | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.28% | -0.09% | -2.51% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.8% | -2.46% | 増加 |
| 2 | AVEM | Avantis Emerging Markets Eq | +0.7% | — | 減少 |
| 3 | VTV | Vanguard Value ETF | +0.6% | -1.94% | 増加 |
| 4 | AVUS | Avantis U.s. Equity ETF | +0.4% | — | 減少 |
| 5 | AVDE | Avantis International Equity | +0.3% | — | 減少 |
| 6 | IDEV | Ishares Core Msci Dev Mkts | +0.2% | -1.80% | 増加 |
| 7 | IEMG | Ishares Core Msci Emerging | 0% | -2.15% | 減少 |
| 8 | VIGI | Vanguard Int Div App Indx Fd | 0% | -1.29% | 増加 |
| 9 | VOO | Vanguard S&p 500 ETF | 0% | -2.25% | 減少 |
| 10 | VXF | Vanguard Extended Market ETF | -0.9% | -2.51% | 減少 |
| 11 | AVLC | Avantis US Lg Cap Eq ETF | -1.2% | -1.75% | 減少 |
| 12 | SCZ | Ishares Msci Eafe Small-cap | — | EXIT | 全売却 |
| 13 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | — | EXIT | 全売却 |
| 14 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | — | EXIT | 全売却 |