CIK: 0002017870
申告総資産額
$2.4億
上位200銘柄を表示中（全881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 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 8.94% | +0.53% | +5.56% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.31% | +0.52% | +4.50% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 6.33% | +0.59% | +3.66% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 5.25% | +0.18% | +0.20% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 3.94% | +0.09% | +2.21% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 3.70% | +0.32% | +4.55% | |
| 7 | SCHH | Schwab US Reit ETF | ETF-その他 | 3.55% | +0.10% | — | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.38% | +0.26% | +4.06% | |
| 9 | SSRM | Ssr Mining INC | 株式-素材 | 3.17% | +3.21% | — | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.12% | +0.29% | +25.83% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.89% | +0.34% | +1.73% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.70% | — | -3.26% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.32% | -0.06% | -0.82% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.06% | -0.45% | — | |
| 15 | AAPL | Apple INC | 株式-IT | 1.94% | -0.10% | +0.97% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.82% | -0.96% | -6.24% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.81% | +0.09% | +3.63% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.74% | — | — | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.50% | -0.02% | -2.13% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.35% | -0.11% | — | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.34% | +0.15% | +12.68% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.13% | -0.04% | +3.96% | |
| 23 | CMF | Ishares California Muni Bond | ETF-その他 | 1.11% | +0.06% | +5.23% | |
| 24 | DFAT | Dimensional US Target Value | ETF-その他 | 0.85% | +0.03% | — | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.83% | — | — | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.79% | — | — | |
| 27 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.78% | -0.06% | -2.17% | |
| 28 | SNAP | Snap INC - A | 株式-通信サービス | 0.72% | -0.14% | +2.82% | |
| 29 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.71% | — | +11.26% | |
| 30 | AMD | Advanced Micro Devices | 株式-IT | 0.65% | — | +2013.89% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.65% | -0.04% | -4.68% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.05% | +2.27% | |
| 33 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.56% | — | +0.72% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.54% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | — | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.43% | — | -13.21% | |
| 37 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.43% | — | -0.55% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.36% | — | — | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | -1.18% | -0.43% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.35% | — | — | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.35% | — | — | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.34% | -0.03% | +1.19% | |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.32% | — | — | |
| 44 | EA | Electronic Arts INC | 株式-通信サービス | 0.30% | -0.08% | -17.75% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.29% | -2.12% | — | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.27% | — | +1.10% | |
| 47 | UBER | Uber Technologies INC | 株式-資本財 | 0.23% | — | — | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.22% | -0.09% | -3.61% | |
| 49 | DASH | Doordash INC - A | 株式-一般消費財 | 0.20% | — | — | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.19% | — | — |