CIK: 0001892929
申告総資産額
$11.5億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 14.45% | +0.23% | +1.09% | |
| 2 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 9.63% | — | +11.45% | |
| 3 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 9.59% | -2.87% | +5.65% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.24% | -0.34% | +8.42% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 5.71% | -0.19% | +5.43% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.69% | +0.75% | +10.69% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.36% | -0.03% | +5.13% | |
| 8 | BKAG | Bny Mellon Core Bond ETF | ETF-その他 | 3.25% | -1.20% | +9.79% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.10% | -0.05% | +6.85% | |
| 10 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 3.02% | -0.31% | +6.81% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 2.87% | +0.03% | +26.21% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.85% | -0.02% | +8.33% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.83% | -0.25% | +1.30% | |
| 14 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.71% | +0.28% | +6.72% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.13% | -0.47% | +7.92% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.08% | — | +6.60% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.84% | +0.07% | -5.88% | |
| 18 | PICB | Invesco International Corpor | ETF-その他 | 1.81% | +0.85% | +2.98% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.48% | — | +260.91% | |
| 20 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 1.36% | — | +6.94% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.27% | -0.06% | -2.13% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 1.11% | -0.48% | +2.11% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.09% | +0.02% | +28.21% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.94% | +0.02% | +29.44% | |
| 25 | 260 | Centessa Pharmaceuticals-adr | 株式-その他 | 0.94% | — | — | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | — | +26.50% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | +0.15% | +7.84% | |
| 28 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.64% | -0.04% | +0.05% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | +4.58% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.37% | — | +2.43% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.36% | +0.01% | -5.10% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.27% | — | +0.94% | |
| 33 | VANI | Vivani Medical INC | 株式-その他 | 0.24% | — | — | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.17% | — | — | |
| 35 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 0.16% | — | -8.07% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.16% | +0.04% | +1024.08% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.16% | — | +19.57% | |
| 38 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.15% | — | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.15% | — | +3.23% | |
| 40 | COP | Conocophillips | 株式-エネルギー | 0.14% | — | — | |
| 41 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-その他 | 0.14% | +1.39% | +49.19% | |
| 42 | PCOR | Procore Technologies INC | 株式-IT | 0.12% | — | +1.21% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.12% | -0.05% | — | |
| 44 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.12% | — | — | |
| 45 | AXP | American Express Co | 株式-金融 | 0.12% | +0.03% | — | |
| 46 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.12% | — | -6.59% | |
| 47 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.11% | — | +3.07% | |
| 48 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.11% | — | +5.62% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.11% | — | -56.56% | |
| 50 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.11% | — | +12.35% |