CIK: 0001990195
申告総資産額
$4.0億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 15.87% | — | +10.01% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 11.80% | — | +10.32% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-その他 | 9.69% | — | +9.34% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-その他 | 7.22% | — | +5.23% | |
| 5 | AAPL | Apple INC | 株式-IT | 6.22% | — | -5.30% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.13% | — | +3.21% | |
| 7 | DFAI | Dimensional International Co | ETF-その他 | 5.02% | — | +9.35% | |
| 8 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 株式-その他 | 2.90% | — | -8.63% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.85% | — | +843.92% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.54% | — | -0.22% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.53% | — | +140.10% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.26% | — | +25.79% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.79% | — | +5.13% | |
| 14 | CME | Cme Group INC | 株式-金融 | 1.54% | — | +0.32% | |
| 15 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.40% | — | +8.09% | |
| 16 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.28% | — | +15.94% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.25% | — | -17.69% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.19% | — | +0.70% | |
| 19 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.95% | — | -2.85% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.82% | — | +209.26% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.76% | — | -3.08% | |
| 22 | NFLX | Netflix INC | 株式-通信サービス | 0.63% | — | +0.57% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | -22.89% | |
| 24 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.59% | — | +35.03% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.53% | — | +14.93% | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.49% | — | +0.11% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | — | +24.15% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | -43.46% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.46% | — | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | -1.30% | |
| 31 | CF | Cf Industries Holdings INC | 株式-素材 | 0.41% | — | -10.70% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | +6.97% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.40% | — | +0.27% | |
| 34 | APH | Amphenol Corp-cl A | 株式-IT | 0.40% | — | +100.32% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.38% | — | — | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.37% | — | +1.55% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | — | -44.88% | |
| 38 | BAC | Bank Of America CORP | 株式-金融 | 0.30% | — | +1.07% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.27% | — | -50.95% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.26% | — | +28.16% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.24% | — | +72.91% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.23% | — | -4.19% | |
| 43 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.23% | — | +0.42% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.21% | — | -53.36% | |
| 45 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.21% | — | +67.10% | |
| 46 | ITW | Illinois Tool Works | 株式-資本財 | 0.21% | — | -0.37% | |
| 47 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.20% | — | +12.12% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.20% | — | +0.91% | |
| 49 | DFAT | Dimensional US Target Value | ETF-その他 | 0.19% | — | +0.23% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.18% | — | — |