CIK: 0001600052
申告総資産額
$5.9億
| # | 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 | SNOW | Snowflake INC | 株式-IT | 17.43% | — | +1337.50% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 15.73% | — | +0.71% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 14.34% | — | -0.03% | |
| 4 | ORCL | Oracle CORP | 株式-IT | 8.50% | — | -7.65% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.10% | — | -0.81% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.44% | — | -0.08% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.13% | — | -0.07% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.82% | — | +10.86% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.72% | — | -0.08% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.48% | — | -3.76% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.00% | — | +1.70% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.60% | — | +26.01% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.55% | — | -0.59% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.50% | — | +1.11% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.94% | — | +10.84% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.78% | — | +1.47% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.78% | — | +9.23% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | — | -20.43% | |
| 19 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.64% | — | -0.03% | |
| 20 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.55% | — | — | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.55% | — | +8.93% | |
| 22 | SNPS | Synopsys INC | 株式-IT | 0.46% | — | +0.72% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.45% | — | -46.17% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | — | -15.48% | |
| 25 | DFIC | Dimensional International Co | ETF-その他 | 0.38% | — | -7.88% | |
| 26 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.37% | — | -64.44% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.37% | — | +10.39% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | — | +2.72% | |
| 29 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.35% | — | -8.63% | |
| 30 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.34% | — | +11.05% | |
| 31 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.33% | — | -5.74% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.30% | — | +7.83% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.28% | — | +7.00% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.28% | — | +1.07% | |
| 35 | INTU | Intuit INC | 株式-IT | 0.26% | — | +1.13% | |
| 36 | TEAM | Atlassian Corp-cl A | 株式-IT | 0.26% | — | — | |
| 37 | CMF | Ishares California Muni Bond | ETF-その他 | 0.25% | — | +23.33% | |
| 38 | SUB | Ishares Short-term National | ETF-その他 | 0.25% | — | +17.43% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.23% | — | +2.28% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.23% | — | +0.59% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | — | +11.85% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.19% | — | +11.40% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.19% | — | +4.76% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.12% | — | +5.68% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.12% | — | — | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.11% | — | -3.48% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.11% | — | +9.91% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.11% | — | — | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.10% | — | — | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.10% | — | +6.78% |