CIK: 0001909805
申告総資産額
$2.8億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 15.98% | -1.83% | +2.22% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 11.08% | +0.02% | +2.69% | |
| 3 | DE | Deere & Co | 株式-資本財 | 6.89% | +0.80% | +7.11% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.87% | -0.20% | -4.18% | |
| 5 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 3.46% | — | +7.23% | |
| 6 | DFAI | Dimensional International Co | ETF-その他 | 3.22% | — | +9.61% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.21% | -0.17% | -0.21% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.20% | -0.55% | -0.14% | |
| 9 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.94% | +0.19% | +0.97% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.69% | +0.11% | -3.36% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.57% | — | -1.11% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.57% | -0.13% | -12.86% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.46% | — | -11.93% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.32% | +0.14% | +0.27% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.77% | — | +3.62% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.62% | — | +1.15% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.40% | — | +129.22% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.30% | — | +2.34% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.22% | — | +5.42% | |
| 20 | COP | Conocophillips | 株式-エネルギー | 1.17% | +0.08% | -0.70% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.92% | — | +15.91% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.84% | -0.14% | — | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.83% | +0.02% | +12.20% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | -0.07% | — | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.78% | — | +101.22% | |
| 26 | DFAT | Dimensional US Target Value | ETF-その他 | 0.78% | — | +5.93% | |
| 27 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.66% | +0.03% | -10.70% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.64% | +0.06% | — | |
| 29 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.60% | — | -6.87% | |
| 30 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.60% | +0.03% | -3.04% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | +0.05% | +5.96% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.57% | +0.18% | -2.57% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.50% | +0.01% | +7.42% | |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.47% | +0.22% | -11.46% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | -0.52% | |
| 36 | DFIS | Dimensional International Sm | ETF-その他 | 0.46% | — | +11.15% | |
| 37 | HNI | Hni CORP | 株式-その他 | 0.46% | -0.05% | — | |
| 38 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.46% | — | — | |
| 39 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.44% | — | +22.81% | |
| 40 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.44% | — | — | |
| 41 | DIHP | Dimensional International Hi | ETF-その他 | 0.41% | — | +4.39% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | +7.98% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.37% | — | — | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | — | +0.43% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.37% | — | -10.37% | |
| 46 | COPX | Global X Copper Miners ETF | ETF-その他 | 0.36% | +0.04% | +8.74% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.35% | — | — | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.35% | — | -0.19% | |
| 49 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.34% | — | -29.34% | |
| 50 | SLB | Slb LTD | 株式-エネルギー | 0.32% | — | — |