CIK: 0002017870
申告総資産額
$2.4億
上位200銘柄を表示中（全972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 | SSRM | Ssr Mining INC | 株式-素材 | 10.27% | +3.21% | +0.01% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.87% | +0.52% | +20.88% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 7.20% | +0.53% | +8.01% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 5.38% | +0.18% | — | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 4.31% | +0.59% | +8.15% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.06% | +0.29% | +26.87% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 3.73% | +0.32% | +1.42% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 3.26% | +0.09% | +10.68% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.89% | +0.26% | +13.23% | |
| 10 | SCHH | Schwab US Reit ETF | ETF-その他 | 2.56% | +0.10% | +1.06% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.27% | +0.34% | +2.65% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.06% | — | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.91% | -0.11% | +83.59% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.80% | -0.06% | +0.02% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.74% | +0.09% | +3.59% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.65% | -0.96% | — | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.60% | -0.45% | +2.85% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.56% | -0.10% | +6.86% | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.53% | +0.10% | — | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.53% | +0.15% | +11.94% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.46% | +0.15% | +335.49% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.36% | -0.04% | +0.00% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.26% | — | -0.56% | |
| 24 | CMF | Ishares California Muni Bond | ETF-その他 | 1.09% | +0.06% | +6.71% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.00% | -0.02% | — | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.96% | -0.04% | — | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.73% | — | +0.85% | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.67% | — | — | |
| 29 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.63% | -0.06% | -0.73% | |
| 30 | DFAT | Dimensional US Target Value | ETF-その他 | 0.61% | +0.03% | — | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.55% | — | +1243.53% | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.53% | — | +1.29% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.52% | — | +2.86% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | -0.05% | -0.35% | |
| 35 | AMD | Advanced Micro Devices | 株式-IT | 0.46% | — | +0.70% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.44% | — | — | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.42% | — | +11.64% | |
| 38 | SNAP | Snap INC - A | 株式-通信サービス | 0.40% | -0.14% | +7.91% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.34% | -1.18% | -6.86% | |
| 41 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.31% | — | — | |
| 42 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.29% | — | — | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.28% | -0.09% | +9.84% | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.27% | — | — | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.27% | — | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.26% | -0.03% | — | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.25% | — | — | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.24% | — | — | |
| 49 | CLS | Celestica INC | 株式-IT | 0.24% | — | -21.57% | |
| 50 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.23% | +0.04% | +130.47% |