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 | 20.40% | -0.29% | -0.50% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 15.12% | -0.18% | +1.63% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 12.83% | -1.28% | -1.34% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 10.23% | +0.12% | +0.27% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.30% | -0.13% | -0.16% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 6.78% | +0.63% | +0.51% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.47% | +0.29% | -1.67% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.95% | +0.11% | -0.18% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.82% | +0.13% | +0.44% | |
| 10 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 2.72% | +0.19% | +1.46% | |
| 11 | DFSD | Dimensional Short Duration | ETF-その他 | 2.69% | +0.14% | +3.21% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.53% | +0.08% | +1.63% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.38% | +0.09% | -1.04% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.12% | +0.02% | -2.10% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.62% | -0.12% | -10.13% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.47% | -0.03% | -4.80% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.41% | +0.14% | -4.88% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.40% | -0.03% | -1.23% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | -0.02% | -9.20% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.39% | -0.18% | -0.63% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.38% | -0.05% | -2.25% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.28% | -0.02% | -3.14% | |
| 23 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.26% | -0.03% | -3.06% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.21% | -0.03% | -2.12% | |
| 25 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.21% | +0.04% | — | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.20% | -0.01% | -2.44% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.20% | -0.01% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.18% | -0.02% | — | |
| 29 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.17% | -0.01% | -3.73% | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.16% | — | -3.55% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 0.16% | -0.04% | +0.08% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.14% | -0.01% | -1.74% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.11% | — | — | |
| 34 | PAUG | Innovator U.s. Equity Power | ETF-その他 | 0.10% | -0.09% | EXIT | |
| 35 | C | Citigroup INC | 株式-金融 | 0.10% | — | — | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.09% | — | — |