CIK: 0001481714
申告総資産額
$11.7億
| # | 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 | 18.80% | +0.81% | +1.25% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 11.03% | -0.31% | +1583.39% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 10.14% | -0.04% | -7.10% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.97% | — | -11.01% | |
| 5 | AVSF | Avantis Short-term Fixed INC | ETF-その他 | 6.83% | -0.28% | +6.89% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.05% | -0.01% | +0.76% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 5.64% | -0.01% | -11.49% | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 4.50% | +0.08% | -1.33% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.32% | +0.03% | -0.61% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.18% | +0.02% | -2.00% | |
| 11 | AVIG | Avantis Core Fixed Income | ETF-その他 | 3.03% | -0.22% | +61.41% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.93% | — | -6.86% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.47% | +0.01% | +29.00% | |
| 14 | DFIV | Dimensional International Va | ETF-その他 | 1.54% | -0.22% | +56.72% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.48% | — | +66.08% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.95% | — | -0.95% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.77% | — | +75.01% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.63% | +0.01% | +0.13% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.53% | — | -44.76% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.50% | — | -0.99% | |
| 21 | PM | Philip Morris International | 株式-生活必需品 | 0.41% | +0.04% | -1.64% | |
| 22 | MO | Altria Group INC | 株式-生活必需品 | 0.38% | +0.02% | -0.15% | |
| 23 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.35% | — | -95.98% | |
| 24 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.34% | — | +0.29% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.32% | — | +0.40% | |
| 26 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.30% | +0.03% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.29% | — | +0.04% | |
| 28 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.25% | -0.05% | -4.98% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.23% | — | +0.07% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.22% | — | +0.11% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.18% | — | +0.89% | |
| 32 | D | Dominion Energy INC | 株式-公益事業 | 0.15% | +0.02% | +0.17% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.15% | — | -7.06% | |
| 34 | CSX | Csx CORP | 株式-資本財 | 0.15% | — | — | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.13% | — | -1.46% | |
| 36 | KMX | Carmax INC | 株式-一般消費財 | 0.13% | +0.02% | NEW | |
| 37 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.12% | +0.52% | +19.23% | |
| 38 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.12% | — | -9.69% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.11% | -0.03% | +0.01% | |
| 40 | GWW | Ww Grainger INC | 株式-資本財 | 0.10% | +0.01% | +0.26% | |
| 41 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.10% | — | -14.45% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.10% | — | +0.49% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.10% | — | -6.26% | |
| 44 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.10% | — | -0.51% | |
| 45 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.10% | — | -9.83% | |
| 46 | UVV | Universal Corp/va | 株式-その他 | 0.10% | — | — | |
| 47 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.10% | — | +2.53% | |
| 48 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.09% | — | +0.20% | |
| 49 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.09% | — | -7.14% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.08% | — | +1.70% |