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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 21.07% | — | +0.88% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 19.12% | — | +6.20% | |
| 3 | AVDE | Avantis International Equity | ETF-その他 | 17.55% | — | -13.59% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 7.04% | — | -17.03% | |
| 5 | UPS | United Parcel Service-cl B | 株式-資本財 | 6.00% | — | — | |
| 6 | DFAI | Dimensional International Co | ETF-その他 | 4.37% | — | — | |
| 7 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 4.34% | — | -42.72% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.66% | — | — | |
| 9 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.47% | — | -0.15% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.71% | — | — | |
| 11 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.66% | — | +0.89% | |
| 12 | RBLX | Roblox CORP -class A | 株式-通信サービス | 1.02% | — | — | |
| 13 | AAPL | Apple INC | 株式-IT | 1.00% | — | +35.42% | |
| 14 | REET | Ishares Global Reit ETF | ETF-その他 | 0.85% | — | +103.17% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.66% | — | +0.01% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.64% | — | — | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.63% | — | — | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.61% | — | -0.96% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | — | +2.11% | |
| 20 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.45% | — | — | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.42% | — | — | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.40% | — | +11.20% | |
| 23 | SUMO2EUR | Sumo Logic INC | 株式-その他 | 0.40% | — | -10.22% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.39% | — | +0.55% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.32% | — | +128.87% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.26% | — | +16.18% | |
| 27 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.25% | — | — | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.22% | — | — | |
| 29 | EB4 | Eventbrite Inc-class A | 株式-その他 | 0.21% | — | -1.63% | |
| 30 | CSX | Csx CORP | 株式-資本財 | 0.21% | — | +1.39% | |
| 31 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.20% | — | +2.25% | |
| 32 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.18% | — | — | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | — | +114.08% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.16% | — | +11.39% | |
| 35 | CRM | Salesforce INC | 株式-IT | 0.15% | — | +11.07% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.15% | — | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.15% | — | -13.44% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.14% | — | +38.30% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.14% | — | -1.73% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.11% | — | +8.64% | |
| 41 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.11% | — | +2.75% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.11% | — | +4.41% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.10% | — | -19.56% | |
| 44 | LYFT | Lyft Inc-a | 株式-IT | 0.10% | — | -23.41% | |
| 45 | OKTA | Okta INC | 株式-IT | 0.10% | — | +0.65% | |
| 46 | XHC | Heritage Commerce CORP | 株式-その他 | 0.09% | — | — | |
| 47 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.09% | — | — | |
| 48 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.09% | — | — | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.07% | — | — | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.07% | — | — |