CIK: 0002051705
申告総資産額
$2.7億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 14.63% | -0.62% | +0.12% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 7.10% | -0.72% | -3.13% | |
| 3 | PM | Philip Morris International | 株式-生活必需品 | 5.87% | +0.53% | -14.68% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.51% | +0.04% | -0.37% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.02% | +0.32% | +2.22% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.15% | -0.09% | -0.49% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.71% | +0.43% | +2.77% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-その他 | 3.29% | +0.09% | +14.09% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.22% | +0.45% | +7.49% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.81% | — | +6.99% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.67% | -0.22% | -3.55% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.60% | +0.27% | -3.11% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.19% | -0.12% | -4.65% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.08% | -0.25% | -0.83% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.90% | — | -1.58% | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 1.88% | -0.17% | -4.50% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.62% | — | -1.21% | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.59% | -0.10% | +0.06% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.53% | — | -0.71% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.30% | -0.11% | -0.53% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.26% | -0.11% | -10.09% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.25% | -0.08% | +364.31% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.22% | -0.21% | -2.98% | |
| 24 | GE | General Electric | 株式-資本財 | 1.08% | -0.06% | -1.11% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.05% | -0.09% | -0.41% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.01% | +0.40% | +25.45% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.99% | — | +1.53% | |
| 28 | DFAT | Dimensional US Target Value | ETF-その他 | 0.97% | +0.28% | +27.33% | |
| 29 | XYZ | Block INC | 株式-金融 | 0.92% | — | +0.01% | |
| 30 | DFAI | Dimensional International Co | ETF-その他 | 0.81% | +0.20% | +18.16% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.78% | -0.10% | -4.67% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.77% | -0.45% | -12.17% | |
| 33 | MO | Altria Group INC | 株式-生活必需品 | 0.76% | +0.13% | -0.63% | |
| 34 | SHOP | Shopify INC - Class A | 株式-IT | 0.75% | -0.27% | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.73% | -0.75% | EXIT | |
| 36 | PCG | P G & E CORP | 株式-公益事業 | 0.67% | — | +0.06% | |
| 37 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.54% | — | -8.78% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.53% | — | -6.95% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | — | -1.28% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | -0.03% | -0.52% | |
| 41 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.44% | +0.13% | -8.98% | |
| 42 | DE | Deere & Co | 株式-資本財 | 0.41% | +0.09% | +0.59% | |
| 43 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.38% | — | -14.16% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.36% | — | +0.11% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | — | +0.79% | |
| 46 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.31% | — | +17.30% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.29% | -0.10% | -3.08% | |
| 48 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.29% | — | +0.53% | |
| 49 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.27% | -0.11% | +0.47% | |
| 50 | WM | Waste Management INC | 株式-資本財 | 0.26% | — | +0.43% |