CIK: 0001930301
申告総資産額
$1.8億
| # | 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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 10.18% | — | +1.38% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 7.19% | -0.21% | — | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 6.94% | +0.39% | +0.80% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 6.55% | -0.19% | +4.85% | |
| 5 | DFAI | Dimensional International Co | ETF-その他 | 5.41% | +0.11% | +13.02% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 3.92% | +0.15% | +15.79% | |
| 7 | XLE | Ss Energy Select Sector | ETF-その他 | 3.32% | +0.52% | -0.21% | |
| 8 | FPEI | First Trust Institutional Pr | ETF-その他 | 2.63% | — | -2.15% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.21% | — | -2.96% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 2.17% | — | — | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.06% | -0.27% | +40.33% | |
| 12 | IETC | Ishares U.s. Tech Independen | ETF-テック型 | 1.91% | -0.20% | — | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.84% | — | -5.23% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.82% | — | +4.81% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.72% | — | — | |
| 16 | FMB | First Trust Managed Municipa | ETF-その他 | 1.68% | — | +0.04% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.68% | — | -1.07% | |
| 18 | DFIV | Dimensional International Va | ETF-その他 | 1.55% | — | +3.14% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.55% | +0.44% | NEW | |
| 20 | MBB | Ishares Mbs ETF | ETF-その他 | 1.50% | — | -2.77% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.44% | -0.44% | +5.54% | |
| 22 | CAG | Conagra Brands INC | 株式-生活必需品 | 1.41% | — | +0.44% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.36% | — | +0.85% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 1.36% | — | +0.07% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.29% | +0.27% | +2.85% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.27% | -0.08% | +3.38% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.24% | — | — | |
| 28 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.19% | -0.33% | +128.70% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.11% | — | -2.61% | |
| 30 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.08% | — | -8.60% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.03% | — | -16.77% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.02% | — | — | |
| 33 | NYF | Ishares New York Muni Bond E | ETF-その他 | 0.97% | +0.12% | — | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.96% | -0.27% | -6.49% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | -0.12% | +0.91% | |
| 36 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 0.91% | -0.08% | +2.48% | |
| 37 | FSMB | First Trust Short Dur Manag | ETF-その他 | 0.85% | — | — | |
| 38 | PBUS | Invesco Msci USA ETF | ETF-その他 | 0.83% | — | — | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.77% | — | +4.05% | |
| 40 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.76% | — | -1.63% | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.73% | — | +64.50% | |
| 42 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.70% | — | -9.09% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.67% | -0.67% | +5.75% | |
| 44 | FCTR | First Trust Lunt US Factor | ETF-その他 | 0.60% | — | -49.91% | |
| 45 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.59% | — | +0.86% | |
| 46 | BBAG | Jpmorgan Betabuilders US Agg | ETF-その他 | 0.54% | — | -1.44% | |
| 47 | DFSD | Dimensional Short Duration | ETF-その他 | 0.52% | -0.10% | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.46% | — | — | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.46% | — | — | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.41% | — | -2.44% |