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 | 13.92% | -0.55% | +1.44% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 11.47% | +0.32% | +9.62% | |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 8.62% | +0.08% | +13.65% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.98% | -0.48% | +1.24% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 7.41% | +0.20% | +5.20% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 7.04% | -0.47% | -1.15% | |
| 7 | DFIV | Dimensional International Va | ETF-その他 | 6.80% | +0.12% | -9.29% | |
| 8 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 5.94% | +0.11% | -7.51% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.99% | +0.08% | -4.11% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.82% | -0.15% | -0.02% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.13% | -0.03% | +6.88% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.11% | — | +0.40% | |
| 13 | IWC | Ishares Micro-cap ETF | ETF-その他 | 2.06% | — | +1.03% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.57% | -0.11% | -0.01% | |
| 15 | DFAT | Dimensional US Target Value | ETF-その他 | 1.55% | +0.04% | +9.26% | |
| 16 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-その他 | 1.54% | +0.04% | -36.26% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.10% | — | -0.17% | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.09% | +0.11% | — | |
| 19 | DISV | Dimensional International Sm | ETF-その他 | 0.98% | +0.03% | — | |
| 20 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.98% | +0.01% | +4.86% | |
| 21 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.87% | +0.01% | -0.23% | |
| 22 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.83% | +0.01% | +136.35% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.73% | — | -7.27% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.61% | +0.01% | -2.79% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.54% | -0.02% | -1.51% | |
| 26 | DFIS | Dimensional International Sm | ETF-その他 | 0.48% | — | — | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.45% | — | -2.19% | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.43% | +0.01% | +20.15% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.29% | -0.01% | — | |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.27% | — | -2.26% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.26% | -0.02% | -2.11% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | — | — | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.21% | +0.01% | +0.53% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.20% | -0.01% | -9.39% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.18% | -0.01% | — | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.16% | — | -25.27% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.16% | -0.02% | +0.04% | |
| 38 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.14% | — | +0.29% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.13% | — | -6.51% | |
| 40 | AAPL | Apple INC | 株式-IT | 0.12% | — | -27.04% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.10% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.10% | +0.04% | — | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.10% | — | -0.99% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.10% | — | — | |
| 45 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.09% | -0.01% | -5.56% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.09% | — | -41.32% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.09% | — | -44.42% | |
| 48 | WPS | Ishares International Develo | ETF-その他 | 0.09% | — | -24.00% | |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.09% | — | +3.88% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.08% | — | — |