CIK: 0001994333
申告総資産額
$5.2億
| # | 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 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 13.84% | -0.55% | +1.64% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 9.91% | +0.32% | — | |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 8.44% | +0.08% | -5.20% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.42% | -0.48% | +4.16% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 8.12% | — | -0.35% | |
| 6 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 7.61% | +0.11% | +7.54% | |
| 7 | DFIV | Dimensional International Va | ETF-その他 | 7.39% | +0.12% | +7.13% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 7.15% | -0.47% | -6.59% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.80% | +0.08% | +1.72% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.88% | -0.15% | -5.64% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.30% | — | +0.86% | |
| 12 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-その他 | 2.21% | +0.04% | +49.35% | |
| 13 | IWC | Ishares Micro-cap ETF | ETF-その他 | 2.05% | — | -0.05% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.05% | -0.03% | -7.67% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.59% | -0.11% | -1.23% | |
| 16 | DFAT | Dimensional US Target Value | ETF-その他 | 1.35% | +0.04% | +2.49% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.11% | — | -2.58% | |
| 18 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.02% | +0.01% | -4.29% | |
| 19 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.85% | +0.01% | -25.30% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.79% | — | -0.26% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.69% | +0.01% | +0.37% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.60% | -0.02% | -1.11% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.46% | — | -0.95% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.34% | +0.01% | -33.59% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.29% | — | +1.11% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.28% | -0.02% | -1.13% | |
| 27 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.28% | +0.01% | -42.47% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.26% | -0.01% | — | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.21% | +0.01% | +0.32% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | -0.01% | — | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.19% | -0.01% | -1.42% | |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.18% | — | +6.21% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.17% | — | +0.07% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.17% | — | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.17% | -0.02% | -5.84% | |
| 36 | AAPL | Apple INC | 株式-IT | 0.16% | — | -5.25% | |
| 37 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.16% | — | +0.09% | |
| 38 | WPS | Ishares International Develo | ETF-その他 | 0.14% | — | -1.15% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.13% | — | +0.48% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.11% | — | -1.48% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.10% | — | — | |
| 42 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.10% | -0.01% | — | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.10% | — | -1.55% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.09% | — | -6.75% | |
| 45 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.09% | — | +9.58% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.08% | -0.01% | +0.24% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.07% | — | +1742.11% | |
| 48 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.07% | — | — | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.07% | — | +0.54% | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.07% | — | — |