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 | 23.18% | +0.81% | +0.58% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 11.25% | -0.31% | +3.75% | |
| 3 | AVSF | Avantis Short-term Fixed INC | ETF-その他 | 7.19% | -0.28% | +2.97% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 7.00% | +0.01% | +3.59% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.60% | -0.01% | +0.77% | |
| 6 | AVIG | Avantis Core Fixed Income | ETF-その他 | 5.44% | -0.22% | +5.01% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 5.27% | -0.04% | -2.71% | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 4.89% | +0.08% | -0.44% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.54% | -0.02% | +3945.63% | |
| 10 | DFIV | Dimensional International Va | ETF-その他 | 3.32% | -0.22% | +3.82% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.08% | +0.02% | +0.18% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.79% | — | +3.70% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.60% | +0.03% | -1.32% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.88% | -0.01% | -6.52% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.34% | — | +4.64% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.08% | — | -4.21% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.96% | — | -0.03% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.49% | — | +394.94% | |
| 19 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.43% | +0.03% | +4.94% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.34% | +0.01% | -6.17% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.33% | — | -7.04% | |
| 22 | PM | Philip Morris International | 株式-生活必需品 | 0.28% | +0.04% | -19.30% | |
| 23 | MO | Altria Group INC | 株式-生活必需品 | 0.28% | +0.02% | -10.30% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.27% | — | +4.80% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.24% | -0.02% | -0.06% | |
| 26 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.24% | -0.05% | — | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.23% | — | +0.01% | |
| 28 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.21% | — | -3.34% | |
| 29 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.20% | -0.04% | +0.08% | |
| 30 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.17% | — | -1.61% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.15% | — | -1.16% | |
| 32 | GWW | Ww Grainger INC | 株式-資本財 | 0.14% | +0.01% | +0.17% | |
| 33 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.13% | +0.52% | +0.28% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.13% | — | +0.28% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.13% | -0.03% | -5.42% | |
| 36 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.11% | — | -12.65% | |
| 37 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.11% | — | +0.06% | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.10% | — | +0.16% | |
| 39 | D | Dominion Energy INC | 株式-公益事業 | 0.10% | +0.02% | -1.87% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.10% | — | +265.72% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.09% | — | — | |
| 42 | BDN | Brandywine Realty Trust | 株式-その他 | 0.09% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.09% | — | — | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.08% | — | -4.90% | |
| 45 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 0.08% | — | — | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.08% | — | +0.14% | |
| 47 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.08% | — | -17.52% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.08% | +0.01% | — | |
| 49 | KMX | Carmax INC | 株式-一般消費財 | 0.07% | +0.02% | NEW | |
| 50 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.06% | — | — |