CIK: 0001906766
申告総資産額
$3.6億
| # | 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 | 17.81% | -0.47% | +3.81% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 17.46% | +0.47% | +2.79% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.48% | +0.04% | +1.92% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-その他 | 12.60% | +0.27% | +5.78% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.17% | -0.80% | -4.48% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.86% | +0.21% | +3.94% | |
| 7 | DFAT | Dimensional US Target Value | ETF-その他 | 3.78% | +0.20% | +7.09% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.96% | +0.07% | +1.98% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.23% | +0.09% | +0.57% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.20% | +0.03% | +3.07% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.89% | -0.01% | +6.28% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.83% | — | -5.30% | |
| 13 | AAPL | Apple INC | 株式-IT | 0.79% | — | +25.21% | |
| 14 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.65% | +0.01% | +4.04% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.61% | -0.02% | -1.11% | |
| 16 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.60% | — | +4.42% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.48% | +0.06% | -0.66% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.42% | -0.02% | +18.19% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.40% | -0.04% | +1.14% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.37% | -0.02% | -11.49% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.27% | -0.02% | -4.08% | |
| 22 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.27% | +0.01% | +10.09% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | -0.05% | +1.27% | |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.25% | — | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.24% | +0.17% | — | |
| 26 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.24% | — | -0.72% | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.23% | -0.01% | — | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.20% | +0.01% | -10.15% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.19% | -0.02% | +37.99% | |
| 30 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.19% | -0.04% | — | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.19% | -0.03% | -1.81% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.18% | -0.01% | -0.01% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.18% | +0.01% | +3.60% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.16% | -0.03% | +2.20% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.16% | -0.04% | — | |
| 36 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 0.16% | +0.02% | -4.42% | |
| 37 | AEG | Aegon Ltd-ny Reg Shr | 株式-その他 | 0.15% | -0.01% | -15.62% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.15% | — | — | |
| 39 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.15% | — | +2.70% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.13% | -0.03% | -9.78% | |
| 41 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.13% | — | +0.43% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.13% | -0.03% | +3.43% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.12% | — | -30.12% | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.12% | — | — | |
| 45 | D | Dominion Energy INC | 株式-公益事業 | 0.11% | — | +0.99% | |
| 46 | CSL | Carlisle Cos INC | 株式-資本財 | 0.11% | — | — | |
| 47 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.10% | — | +11.08% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.10% | +0.01% | -0.07% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.10% | — | +0.30% | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.09% | -0.01% | +75.58% |