CIK: 0002011149
申告総資産額
$3.6億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 15.00% | -0.67% | — | |
| 2 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 12.21% | +0.07% | — | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 6.14% | -0.02% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.41% | -0.07% | — | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.63% | -0.16% | — | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.62% | — | — | |
| 7 | DFAT | Dimensional US Target Value | ETF-その他 | 4.34% | +0.29% | — | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.10% | -0.03% | — | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.86% | -0.01% | — | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.07% | — | — | |
| 11 | HUBB | Hubbell INC | 株式-資本財 | 2.70% | +0.15% | — | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.62% | +0.06% | — | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.24% | — | — | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.66% | — | — | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.40% | -0.08% | — | |
| 16 | AAPL | Apple INC | 株式-IT | 1.25% | -0.09% | — | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.17% | — | — | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.17% | — | — | |
| 19 | DFIV | Dimensional International Va | ETF-その他 | 0.92% | — | — | |
| 20 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.83% | — | — | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.17% | — | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.65% | — | — | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.64% | -0.05% | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | -0.08% | — | |
| 25 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.58% | — | — | |
| 26 | REET | Ishares Global Reit ETF | ETF-その他 | 0.57% | — | — | |
| 27 | AXP | American Express Co | 株式-金融 | 0.54% | -0.11% | — | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | +0.05% | — | |
| 29 | DFAI | Dimensional International Co | ETF-その他 | 0.50% | — | — | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | — | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.49% | -0.11% | — | |
| 32 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.45% | +0.08% | — | |
| 33 | INTC | Intel CORP | 株式-IT | 0.45% | — | — | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.42% | — | — | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | — | — | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | — | |
| 37 | DE | Deere & Co | 株式-資本財 | 0.40% | +0.04% | — | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.38% | — | — | |
| 39 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.38% | — | — | |
| 40 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.36% | — | — | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.35% | -0.17% | EXIT | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.34% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | +0.15% | — | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.33% | +0.06% | — | |
| 45 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.30% | — | — | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.29% | — | — | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.29% | — | — | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.29% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | -0.06% | — | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.27% | — | — |