CIK: 0001841757
申告総資産額
$3.5億
| # | 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 | 9.37% | -0.56% | +1.56% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 8.41% | -0.70% | -1.36% | |
| 3 | DIHP | Dimensional International Hi | ETF-その他 | 5.04% | +0.19% | +0.92% | |
| 4 | AVDE | Avantis International Equity | ETF-その他 | 4.85% | -0.14% | -2.04% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 4.63% | +0.14% | +0.53% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-その他 | 4.54% | -0.01% | +2.22% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 4.15% | +0.27% | +0.08% | |
| 8 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-その他 | 4.11% | +0.24% | +1.75% | |
| 9 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.83% | +0.01% | -0.03% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.79% | +0.02% | +1.08% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.54% | +0.13% | +7.26% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.28% | -0.08% | +2.78% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.81% | -0.15% | -0.43% | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.59% | +0.04% | +3.02% | |
| 15 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 2.46% | — | +1.01% | |
| 16 | DFIS | Dimensional International Sm | ETF-その他 | 2.43% | +0.07% | +0.80% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.32% | +0.16% | -4.18% | |
| 18 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 2.11% | +0.01% | +1.42% | |
| 19 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 2.05% | +0.09% | +0.76% | |
| 20 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.93% | — | -2.81% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.92% | — | -0.18% | |
| 22 | AVSC | Avantis US Small Cap Equity | ETF-中小型株 | 1.65% | +0.14% | +2.81% | |
| 23 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.31% | — | -1.21% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.24% | — | +0.88% | |
| 25 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.20% | -0.12% | -0.17% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.98% | +0.04% | +1.95% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.86% | — | -2.10% | |
| 28 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.84% | — | -0.09% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.79% | — | -5.30% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.66% | -0.03% | -2.02% | |
| 31 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.56% | — | +0.01% | |
| 32 | EPRF | Innovat S&p Invest Grd Pref | ETF-その他 | 0.54% | — | +4.28% | |
| 33 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.54% | -0.03% | -0.16% | |
| 34 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.51% | -0.05% | +0.02% | |
| 35 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.43% | — | +1.50% | |
| 36 | DFAT | Dimensional US Target Value | ETF-その他 | 0.42% | +0.02% | -0.87% | |
| 37 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.41% | — | +29.11% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.40% | -0.04% | -3.98% | |
| 39 | BND | Vanguard Total Bond Market | ETF-その他 | 0.40% | +0.04% | +2.28% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.36% | -0.08% | — | |
| 41 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.36% | — | +3.70% | |
| 42 | AON | Aon plc | 株式-金融 | 0.31% | -0.03% | — | |
| 43 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.27% | — | +1.03% | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.26% | — | +0.01% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.25% | — | -0.04% | |
| 46 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.23% | — | — | |
| 47 | PDT | John Hancock Prem Dvd Fnd | 株式-その他 | 0.22% | — | — | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.20% | — | -1.19% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.19% | — | -0.31% | |
| 50 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.14% | — | +0.04% |