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 | 14.94% | -0.55% | +7.83% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 9.17% | +0.32% | +6.64% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.06% | -0.48% | +7.57% | |
| 4 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 7.79% | +0.08% | +6.24% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 7.44% | -0.47% | +4.38% | |
| 6 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 6.59% | +0.11% | +11.60% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 6.38% | +0.20% | +9.58% | |
| 8 | DFIV | Dimensional International Va | ETF-その他 | 5.86% | +0.12% | +5.57% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.84% | +0.08% | +10.00% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 3.10% | +0.11% | +26.34% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.03% | -0.15% | +6.36% | |
| 12 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.73% | +0.26% | +24.62% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.90% | -0.03% | +8.57% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.69% | — | +11.06% | |
| 15 | IWC | Ishares Micro-cap ETF | ETF-その他 | 1.59% | — | +6.72% | |
| 16 | DISV | Dimensional International Sm | ETF-その他 | 1.37% | +0.03% | +20.51% | |
| 17 | DFAT | Dimensional US Target Value | ETF-その他 | 1.22% | +0.04% | +2.20% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.21% | -0.11% | +1.18% | |
| 19 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-その他 | 1.15% | +0.04% | +5.56% | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.88% | +0.07% | +36.28% | |
| 21 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.67% | +0.01% | +7.47% | |
| 22 | DFIS | Dimensional International Sm | ETF-その他 | 0.64% | — | +32.80% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.62% | — | +4.32% | |
| 24 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.60% | +0.01% | +5.77% | |
| 25 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.60% | +0.01% | +9.08% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.59% | +0.01% | +16.53% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.50% | — | +2.61% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.47% | +0.01% | +0.63% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.39% | — | +11.24% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.39% | -0.02% | -0.55% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.37% | -0.02% | +59.45% | |
| 32 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 0.36% | +0.09% | +17.15% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.35% | -0.01% | -0.07% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.23% | -0.01% | +9.63% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.20% | -0.01% | +8.07% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.20% | — | +900.00% | |
| 37 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.19% | — | — | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.16% | -0.02% | — | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.16% | — | -1.15% | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.16% | +0.01% | +1.66% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.13% | -0.01% | -50.00% | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.13% | — | +17.61% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.12% | — | +1.33% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.12% | — | +49.90% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.11% | +0.04% | -3.55% | |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.11% | — | +12.57% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.10% | — | +57.45% | |
| 48 | AAPL | Apple INC | 株式-IT | 0.10% | — | -1.89% | |
| 49 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.10% | — | — | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.09% | — | -4.59% |