CIK: 0002050660
申告総資産額
$3.3億
上位200銘柄を表示中（全516銘柄）
| # | 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 | VV | Vanguard Large-cap ETF | ETF-その他 | 15.58% | -0.69% | -1.00% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.81% | — | +16957.36% | |
| 3 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 5.26% | -0.33% | -4.39% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.73% | -0.15% | +0.77% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.50% | +0.12% | +0.51% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.22% | +0.04% | +8125.76% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.81% | -0.05% | -2.74% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.69% | -0.20% | -1.61% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.44% | +0.04% | -0.30% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.84% | — | +20207.40% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.71% | — | +16.47% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.68% | — | +3873.38% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.63% | -0.07% | -3.52% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 2.63% | +0.40% | +9.83% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.51% | — | -43.10% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.49% | +0.10% | +2.32% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.31% | +0.04% | +7.37% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.36% | — | +0.58% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.28% | -0.07% | +9.18% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.22% | — | +0.26% | |
| 21 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.20% | +0.07% | +4.88% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.07% | -0.38% | — | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.04% | +0.05% | -22.08% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.04% | — | +0.74% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | +0.33% | -1.32% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.78% | -0.05% | -0.47% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.56% | — | -22.74% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.54% | — | -7.47% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | -0.62% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.45% | -0.27% | -1.02% | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.43% | -0.06% | -2.12% | |
| 32 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.39% | — | +3.94% | |
| 33 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.38% | +0.05% | +12.09% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.33% | — | -0.36% | |
| 35 | CEG | Constellation Energy | 株式-公益事業 | 0.33% | -0.05% | +14.17% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.33% | -0.03% | -12.90% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.31% | — | +7.59% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.31% | — | +0.55% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.31% | — | -7.25% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.30% | -0.07% | +4.04% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | — | +2.60% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | +0.04% | +0.19% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.27% | -0.04% | +1.15% | |
| 44 | DFAI | Dimensional International Co | ETF-その他 | 0.26% | — | -2.67% | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.23% | — | +82.05% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.22% | — | +436.48% | |
| 47 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.22% | — | -0.03% | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.21% | — | -6.08% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.21% | — | -0.74% | |
| 50 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.20% | — | — |