CIK: 0001843292
申告総資産額
$4.4億
| # | 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 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 12.49% | -0.35% | +14.81% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-その他 | 6.50% | -0.22% | -0.42% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.27% | -0.06% | +11.84% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.84% | -0.10% | +2.34% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 4.46% | +0.49% | +6.55% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.95% | -0.10% | +2.65% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.92% | -0.02% | +3.06% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.74% | -0.10% | +4.32% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.27% | -0.09% | +8.37% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 2.99% | -0.22% | +9.10% | |
| 11 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 2.58% | -0.01% | -2.66% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.30% | +0.22% | +6.29% | |
| 13 | IVLU | Ishares Msci International V | ETF-その他 | 2.08% | — | +1.96% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.02% | — | +44.78% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 2.00% | +0.22% | +20.47% | |
| 16 | SUB | Ishares Short-term National | ETF-その他 | 1.52% | — | -6.99% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.52% | +0.01% | +0.27% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.43% | +0.03% | +5.82% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.38% | +0.13% | +7.20% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 1.36% | -0.01% | +8.12% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.25% | +0.02% | +7.44% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.24% | — | +0.41% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.21% | — | +16.97% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 1.21% | — | +517.85% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.20% | +0.01% | -6.41% | |
| 26 | CBRE | Cbre Group INC - A | 株式-不動産 | 1.12% | -0.06% | — | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.99% | — | — | |
| 28 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.89% | +0.11% | +4.23% | |
| 29 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.83% | — | -1.49% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.81% | — | -48.89% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.79% | +0.08% | +9.40% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.78% | — | +0.06% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.72% | — | -0.18% | |
| 34 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.66% | — | -3.97% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.66% | +0.04% | +5.43% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.64% | +0.15% | -0.59% | |
| 37 | DISV | Dimensional International Sm | ETF-その他 | 0.62% | — | +9.21% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.60% | — | +82.77% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | -1.19% | |
| 40 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.59% | — | +288.66% | |
| 41 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.55% | — | +37.61% | |
| 42 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.50% | — | +128.53% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.50% | — | -12.20% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.50% | +0.03% | -4.32% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.48% | +0.05% | -6.41% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.47% | — | -52.29% | |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.46% | — | -40.43% | |
| 48 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.43% | +0.02% | +3.05% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | +0.02% | +37.99% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.38% | — | +4.72% |