CIK: 0002058986
申告総資産額
$1.5億
| # | 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 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 14.62% | -0.26% | -9.00% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.10% | -0.66% | -2.32% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.77% | -0.69% | -4.29% | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 7.08% | -0.29% | -2.48% | |
| 5 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 6.89% | +0.83% | +39.22% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.04% | -0.19% | -0.77% | |
| 7 | DFAI | Dimensional International Co | ETF-その他 | 5.56% | +0.29% | +20.85% | |
| 8 | AEP | American Electric Power | 株式-公益事業 | 4.11% | +0.39% | +48.43% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.96% | +0.03% | +0.49% | |
| 10 | DFSD | Dimensional Short Duration | ETF-その他 | 2.67% | +0.83% | +1.30% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.29% | -0.31% | -0.08% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.02% | +0.01% | +87.18% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.82% | +0.13% | -4.25% | |
| 14 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 1.73% | — | -0.21% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.64% | -0.14% | -18.32% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.63% | +0.11% | +0.05% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.56% | — | +42.04% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.46% | -0.06% | -2.81% | |
| 19 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 0.98% | +0.05% | -4.11% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.88% | -0.09% | +0.37% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.75% | — | +7.44% | |
| 22 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.72% | -0.06% | +8.33% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.71% | -0.05% | -0.69% | |
| 24 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 0.68% | +0.09% | -11.00% | |
| 25 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.66% | +0.07% | +51.18% | |
| 26 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.65% | +0.15% | +52.75% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.62% | -0.08% | — | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.59% | — | +0.02% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | -0.11% | -7.21% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.52% | — | +1.28% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.46% | +0.04% | +1.32% | |
| 32 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 0.43% | — | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | +9.72% | |
| 34 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.41% | -0.07% | +39.17% | |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.40% | — | — | |
| 36 | QLD | Proshares Ultra Qqq | ETF-その他 | 0.39% | -0.06% | +100.07% | |
| 37 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.39% | +0.02% | -12.82% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.38% | — | -11.17% | |
| 39 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.38% | — | — | |
| 40 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.38% | +0.03% | -11.44% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.37% | +0.08% | +2.13% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.34% | — | — | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.32% | -0.04% | — | |
| 44 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.32% | +0.03% | -35.88% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.27% | -0.04% | -16.02% | |
| 46 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.26% | — | -36.02% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.24% | — | -0.44% | |
| 48 | MGMT | Ballast Small/mid Cap ETF | ETF-その他 | 0.22% | — | +3.91% | |
| 49 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.22% | -0.03% | +100.37% | |
| 50 | DUK | Duke Energy CORP | 株式-公益事業 | 0.22% | +0.02% | +0.26% |