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 | 14.05% | -0.62% | +0.55% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 7.06% | -0.72% | +0.56% | |
| 3 | PM | Philip Morris International | 株式-生活必需品 | 6.72% | +0.53% | -0.11% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.32% | +0.04% | +2.51% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.73% | +0.32% | +2.61% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.73% | -0.09% | -0.58% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.60% | +0.43% | +4.08% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.53% | +0.45% | +13.65% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-その他 | 3.52% | +0.09% | +9.45% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.75% | — | +4.85% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.75% | -0.22% | +5.33% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.61% | +0.27% | +5.10% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.94% | -0.25% | -1.45% | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.91% | -0.12% | -0.68% | |
| 15 | BAC | Bank Of America CORP | 株式-金融 | 1.71% | -0.17% | -1.27% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.70% | — | -1.02% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.64% | — | +6.83% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.58% | — | +7.92% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.57% | -0.10% | +0.07% | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.32% | +0.40% | +26.14% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.27% | -0.21% | -0.10% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.20% | -0.10% | +1.44% | |
| 23 | DFAT | Dimensional US Target Value | ETF-その他 | 1.19% | +0.28% | +16.82% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.16% | -0.11% | -1.46% | |
| 25 | DFAI | Dimensional International Co | ETF-その他 | 1.12% | +0.20% | +37.01% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.10% | -0.08% | -2.00% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.04% | -0.11% | -0.91% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.03% | -0.09% | +0.83% | |
| 29 | GE | General Electric | 株式-資本財 | 0.99% | -0.06% | -2.56% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.97% | — | +0.17% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.87% | -0.45% | +3.07% | |
| 32 | MO | Altria Group INC | 株式-生活必需品 | 0.78% | +0.13% | -0.73% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.70% | -0.75% | EXIT | |
| 34 | PCG | P G & E CORP | 株式-公益事業 | 0.70% | — | +0.15% | |
| 35 | SHOP | Shopify INC - Class A | 株式-IT | 0.68% | -0.27% | +0.10% | |
| 36 | XYZ | Block INC | 株式-金融 | 0.65% | — | +0.04% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.56% | — | +0.95% | |
| 38 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.47% | — | +21.22% | |
| 39 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.46% | — | -2.21% | |
| 40 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.44% | +0.13% | -4.20% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | -0.03% | +0.96% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.42% | — | -0.49% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.42% | — | +5.88% | |
| 44 | DE | Deere & Co | 株式-資本財 | 0.36% | +0.09% | +0.20% | |
| 45 | GEV | GE Vernova INC | 株式-資本財 | 0.34% | +0.16% | -2.18% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.34% | — | -0.45% | |
| 47 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.32% | — | +0.38% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.30% | -0.10% | -3.80% | |
| 49 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.29% | — | +8.09% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | — | +94.52% |