CIK: 0002017870
申告総資産額
$2.4億
上位200銘柄を表示中（全874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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.11% | +0.52% | +9.87% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 8.03% | +0.53% | +1.14% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 6.63% | +0.59% | +6.64% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 5.09% | +0.18% | +9.16% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 3.80% | +0.09% | +3.33% | |
| 6 | SSRM | Ssr Mining INC | 株式-素材 | 3.80% | +3.21% | — | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 3.61% | +0.32% | +8.64% | |
| 8 | SCHH | Schwab US Reit ETF | ETF-その他 | 3.38% | +0.10% | +7.25% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.35% | +0.29% | +12.29% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.00% | +0.26% | -0.26% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.93% | — | +13.30% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.81% | +0.34% | +4.65% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.41% | -0.45% | +1.84% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.29% | -0.06% | +197.09% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.97% | -0.10% | -3.04% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.73% | +0.09% | +8.11% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.72% | -0.96% | -0.88% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.65% | — | -3.73% | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.56% | +0.15% | +147.59% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.35% | -0.11% | +0.03% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.35% | -0.02% | -4.69% | |
| 22 | CMF | Ishares California Muni Bond | ETF-その他 | 1.24% | +0.06% | +16.85% | |
| 23 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.15% | -0.04% | +1.10% | |
| 24 | DFAT | Dimensional US Target Value | ETF-その他 | 0.83% | +0.03% | — | |
| 25 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.78% | -0.06% | — | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.77% | — | +10.32% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.74% | — | +0.40% | |
| 28 | SNAP | Snap INC - A | 株式-通信サービス | 0.67% | -0.14% | -5.54% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.65% | -0.04% | — | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | -0.05% | +8.30% | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.61% | -0.09% | +354.52% | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.60% | — | -5.94% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | -1.18% | +47.60% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.55% | — | +0.67% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.54% | — | +0.07% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.50% | — | +7.74% | |
| 37 | AMD | Advanced Micro Devices | 株式-IT | 0.48% | — | +1.30% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | — | |
| 39 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.39% | — | — | |
| 40 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.35% | — | — | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.33% | — | — | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.33% | — | — | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.31% | -0.03% | -1.00% | |
| 44 | EA | Electronic Arts INC | 株式-通信サービス | 0.30% | -0.08% | — | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.29% | -2.12% | — | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.28% | — | +88.94% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.25% | — | -1.09% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.24% | -0.09% | +33.23% | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.24% | +0.15% | +77.25% | |
| 50 | DASH | Doordash INC - A | 株式-一般消費財 | 0.23% | — | — |