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 | 12.13% | -0.35% | +6.41% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 5.92% | +0.49% | -0.89% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.77% | -0.06% | +2.91% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-その他 | 4.82% | -0.22% | -0.49% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 4.36% | -0.10% | +4.64% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.92% | -0.10% | -12.12% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.74% | -0.09% | +5.70% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 3.44% | -0.22% | +3.96% | |
| 9 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 3.31% | -0.01% | +6.65% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.22% | -0.02% | -13.74% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.96% | -0.10% | -11.45% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.55% | +0.22% | -2.31% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 2.30% | +0.22% | +2.61% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.76% | — | -1.35% | |
| 15 | CBRE | Cbre Group INC - A | 株式-不動産 | 1.73% | -0.06% | — | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.63% | +0.13% | -2.25% | |
| 17 | AVLC | Avantis US Lg Cap Eq ETF | ETF-その他 | 1.54% | +0.30% | +48.75% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.48% | +0.15% | +19.40% | |
| 19 | AVMV | Avantis US Mid Cap Val ETF | ETF-その他 | 1.45% | +0.16% | +44.14% | |
| 20 | IVLU | Ishares Msci International V | ETF-その他 | 1.39% | — | -9.23% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.27% | +0.11% | +1.24% | |
| 22 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.22% | +0.02% | +1.07% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 1.22% | -0.01% | -2.39% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.05% | +0.03% | -10.19% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.02% | +0.01% | -3.07% | |
| 26 | SUB | Ishares Short-term National | ETF-その他 | 1.00% | — | +9.06% | |
| 27 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.96% | +0.13% | +54.10% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.95% | — | +1.28% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.95% | — | -8.43% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | +0.01% | -2.81% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.87% | — | +0.93% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | +0.04% | -0.81% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.83% | +0.08% | -0.24% | |
| 34 | BND | Vanguard Total Bond Market | ETF-その他 | 0.79% | — | +0.57% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.72% | — | -2.85% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.67% | — | +4.41% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | — | +0.13% | |
| 38 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.60% | — | +0.56% | |
| 39 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 0.58% | — | +66.59% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.54% | — | -2.64% | |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.53% | — | -2.16% | |
| 42 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.53% | — | +2.10% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.48% | — | +13.81% | |
| 44 | DISV | Dimensional International Sm | ETF-その他 | 0.45% | — | -1.82% | |
| 45 | AVDE | Avantis International Equity | ETF-その他 | 0.42% | -0.02% | +19.86% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.41% | — | -11.92% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.40% | +0.03% | +0.11% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.39% | — | +2.30% | |
| 49 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.36% | — | +0.05% | |
| 50 | O | Realty Income CORP | 株式-不動産 | 0.35% | +0.03% | — |