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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.83% | +0.39% | +6.64% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.64% | — | -0.03% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 4.20% | -0.26% | +8.48% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.17% | -0.19% | -3.34% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.91% | -0.44% | +245.31% | |
| 6 | DFAI | Dimensional International Co | ETF-その他 | 2.86% | +0.11% | -12.64% | |
| 7 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 2.75% | — | -0.00% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.71% | — | +55.94% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.34% | +0.06% | +1472.53% | |
| 10 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 2.17% | -0.33% | +11.63% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.04% | +0.15% | +0.02% | |
| 12 | XLE | Ss Energy Select Sector | ETF-その他 | 1.78% | +0.52% | -0.01% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.61% | -0.12% | +179.48% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.54% | — | — | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.50% | +0.27% | +133.98% | |
| 16 | RTX | Rtx CORP | 株式-資本財 | 1.48% | — | — | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.47% | -0.27% | +0.06% | |
| 18 | FPEI | First Trust Institutional Pr | ETF-その他 | 1.45% | — | +1.36% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.37% | — | — | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.31% | -0.07% | — | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.25% | +0.12% | NEW | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.25% | -0.10% | +349.72% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.22% | — | — | |
| 24 | IETC | Ishares U.s. Tech Independen | ETF-テック型 | 1.13% | -0.20% | — | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.07% | +0.13% | NEW | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.03% | — | -9.00% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.02% | — | -2.51% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.97% | — | +0.57% | |
| 29 | DFSD | Dimensional Short Duration | ETF-その他 | 0.96% | -0.10% | +10.45% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | — | +0.37% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.93% | — | — | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.90% | — | — | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.82% | — | +354.85% | |
| 34 | FMB | First Trust Managed Municipa | ETF-その他 | 0.82% | — | -15.59% | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 0.81% | — | — | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.79% | -0.27% | -11.93% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.79% | — | -7.59% | |
| 38 | PRU | Prudential Financial INC | 株式-金融 | 0.78% | — | — | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.77% | — | +278.99% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.76% | — | +269.74% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.75% | — | — | |
| 42 | INTC | Intel CORP | 株式-IT | 0.71% | +0.11% | NEW | |
| 43 | MBB | Ishares Mbs ETF | ETF-その他 | 0.71% | — | +0.94% | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.70% | — | — | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.68% | — | — | |
| 46 | CB | Chubb Limited | 株式-金融 | 0.67% | — | — | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.66% | — | +1.03% | |
| 48 | ET | Energy Transfer LP | 株式-エネルギー | 0.65% | — | — | |
| 49 | ES | Eversource Energy | 株式-公益事業 | 0.65% | — | — | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | -0.07% | +269.59% |