CIK: 0001965668
申告総資産額
$2.5億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 18.05% | -0.29% | +10.67% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 13.71% | -1.28% | -4.45% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 13.27% | -0.18% | +25.71% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 11.15% | +0.12% | -1.91% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 7.27% | +0.63% | +6.41% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.54% | -0.13% | +6.77% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.95% | +0.29% | +0.05% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.05% | +0.11% | +6.05% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.87% | +0.13% | +5.07% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.60% | +0.09% | +0.60% | |
| 11 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 2.52% | +0.19% | +29.18% | |
| 12 | DFSD | Dimensional Short Duration | ETF-その他 | 2.50% | +0.14% | +31.27% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.33% | +0.08% | +26.82% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.58% | +0.02% | -20.94% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.74% | -0.03% | -21.70% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.68% | -0.12% | +1.45% | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.68% | -0.03% | -18.60% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.68% | -0.01% | -13.43% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.52% | -0.05% | -16.46% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | -0.02% | -2.05% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.46% | +0.14% | -1.64% | |
| 22 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.43% | -0.03% | -22.55% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.42% | -0.02% | -21.70% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.31% | -0.01% | -22.79% | |
| 25 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.29% | -0.01% | -22.18% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.25% | -0.01% | -22.21% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.24% | — | — | |
| 28 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.22% | — | -12.54% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.21% | -0.03% | -4.75% | |
| 30 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.19% | +0.04% | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.19% | -0.02% | — | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.16% | -0.04% | — | |
| 33 | PAUG | Innovator U.s. Equity Power | ETF-その他 | 0.15% | -0.09% | EXIT | |
| 34 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.14% | — | -21.67% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.13% | — | -0.60% |