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 | 15.15% | -0.67% | +4.20% | |
| 2 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 11.96% | +0.07% | +10.21% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 6.08% | -0.02% | +1.84% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.33% | -0.07% | +6.35% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.47% | -0.16% | -0.09% | |
| 6 | DFAT | Dimensional US Target Value | ETF-その他 | 4.38% | +0.29% | +9.63% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.10% | — | -1.34% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.87% | -0.03% | +0.10% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.74% | -0.01% | +4.95% | |
| 10 | HUBB | Hubbell INC | 株式-資本財 | 3.01% | +0.15% | — | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.69% | +0.06% | +13.06% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.62% | — | -1.55% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.02% | — | -2.12% | |
| 14 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.71% | — | +491.02% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.51% | — | -6.77% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.43% | -0.08% | +4.95% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.20% | — | +7.70% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.08% | — | -0.34% | |
| 19 | DFIV | Dimensional International Va | ETF-その他 | 1.00% | — | +14.10% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.99% | -0.09% | +0.29% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.17% | — | |
| 22 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.75% | +0.08% | +69.53% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | +65.22% | |
| 24 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.73% | — | — | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | -0.08% | — | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.63% | -0.05% | +0.11% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | +0.15% | +76.49% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.61% | — | — | |
| 29 | AXP | American Express Co | 株式-金融 | 0.58% | -0.11% | — | |
| 30 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.57% | — | — | |
| 31 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.52% | — | +67.74% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | — | — | |
| 33 | REET | Ishares Global Reit ETF | ETF-その他 | 0.49% | — | -1.97% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | +0.05% | — | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.43% | -0.11% | — | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.39% | — | +0.63% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | — | |
| 38 | DFAI | Dimensional International Co | ETF-その他 | 0.38% | — | -19.99% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.37% | — | — | |
| 40 | DE | Deere & Co | 株式-資本財 | 0.36% | +0.04% | — | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.36% | +0.06% | — | |
| 42 | INTC | Intel CORP | 株式-IT | 0.35% | — | — | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.34% | — | — | |
| 44 | DISV | Dimensional International Sm | ETF-その他 | 0.31% | +0.06% | +49.68% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | -0.06% | — | |
| 46 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.29% | — | — | |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.28% | -0.17% | EXIT | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.28% | — | +7.97% | |
| 49 | LECO | Lincoln Electric Holdings | 株式-資本財 | 0.26% | — | — | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.26% | -0.04% | -0.32% |