CIK: 0001817306
申告総資産額
$4.1億
| # | 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 | AVDE | Avantis International Equity | ETF-その他 | 21.90% | — | +22.17% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 20.96% | — | -0.49% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 18.10% | — | +28.20% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 9.45% | — | +25.21% | |
| 5 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 8.35% | — | -46.67% | |
| 6 | UPS | United Parcel Service-cl B | 株式-資本財 | 5.58% | — | — | |
| 7 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.47% | — | +0.95% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.86% | — | +0.42% | |
| 9 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.77% | — | -0.89% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.69% | — | — | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.68% | — | +2.79% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.66% | — | +0.01% | |
| 13 | AAPL | Apple INC | 株式-IT | 0.64% | — | -4.25% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.61% | — | — | |
| 15 | SUMO2EUR | Sumo Logic INC | 株式-その他 | 0.58% | — | — | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | — | +2.33% | |
| 17 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.43% | — | — | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.42% | — | +2.14% | |
| 19 | REET | Ishares Global Reit ETF | ETF-その他 | 0.41% | — | -2.87% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.38% | — | +5.97% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.29% | — | — | |
| 22 | EB4 | Eventbrite Inc-class A | 株式-その他 | 0.25% | — | — | |
| 23 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.25% | — | — | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.23% | — | -3.62% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.18% | — | — | |
| 26 | CSX | Csx CORP | 株式-資本財 | 0.18% | — | — | |
| 27 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.17% | — | — | |
| 28 | LYFT | Lyft Inc-a | 株式-IT | 0.17% | — | +72.44% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.17% | — | — | |
| 30 | CRM | Salesforce INC | 株式-IT | 0.16% | — | — | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | — | -5.34% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.14% | — | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.13% | — | — | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.12% | — | — | |
| 35 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.11% | — | — | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.11% | — | -15.70% | |
| 37 | OKTA | Okta INC | 株式-IT | 0.11% | — | — | |
| 38 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.10% | — | — | |
| 39 | XHC | Heritage Commerce CORP | 株式-その他 | 0.10% | — | — | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.10% | — | — | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.09% | — | — | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | — | — | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.08% | — | — |