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 | 13.50% | -0.62% | -0.97% | |
| 2 | PM | Philip Morris International | 株式-生活必需品 | 8.78% | +0.53% | +0.02% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 6.65% | -0.72% | -1.58% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.99% | +0.04% | -2.68% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.42% | +0.32% | -0.63% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.72% | +0.45% | +1.29% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.67% | +0.43% | -1.23% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-その他 | 3.63% | +0.09% | -0.61% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.56% | -0.09% | -2.52% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.74% | — | -1.71% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.73% | -0.22% | -1.23% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.58% | +0.27% | +0.52% | |
| 13 | BAC | Bank Of America CORP | 株式-金融 | 1.80% | -0.17% | -0.23% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.77% | -0.25% | -4.24% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.68% | — | +0.28% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.66% | — | +0.94% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.65% | -0.12% | -2.27% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.58% | — | -4.46% | |
| 19 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.54% | +0.40% | +1.68% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.47% | -0.10% | +0.05% | |
| 21 | DFAI | Dimensional International Co | ETF-その他 | 1.32% | +0.20% | -0.50% | |
| 22 | DFAT | Dimensional US Target Value | ETF-その他 | 1.27% | +0.28% | +5.21% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.21% | -0.10% | +4.91% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.11% | -0.21% | -13.98% | |
| 25 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.04% | -0.11% | -1.36% | |
| 26 | GE | General Electric | 株式-資本財 | 1.03% | -0.06% | -0.81% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.02% | -0.09% | -2.03% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.00% | -0.08% | -2.07% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.96% | -0.11% | -5.00% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.96% | — | +2.56% | |
| 31 | MO | Altria Group INC | 株式-生活必需品 | 0.89% | +0.13% | -3.36% | |
| 32 | SHOP | Shopify INC - Class A | 株式-IT | 0.82% | -0.27% | — | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.74% | -0.45% | +2.72% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.68% | -0.75% | EXIT | |
| 35 | PCG | P G & E CORP | 株式-公益事業 | 0.60% | — | — | |
| 36 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.58% | +0.13% | +0.23% | |
| 37 | XYZ | Block INC | 株式-金融 | 0.53% | — | -0.00% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | -0.03% | -0.43% | |
| 39 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.50% | — | -1.31% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.49% | — | -1.04% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.42% | — | -0.57% | |
| 42 | DE | Deere & Co | 株式-資本財 | 0.42% | +0.09% | +0.73% | |
| 43 | GEV | GE Vernova INC | 株式-資本財 | 0.41% | +0.16% | — | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.40% | — | +10.73% | |
| 45 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.39% | — | -6.38% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.33% | — | -2.30% | |
| 47 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.33% | -0.11% | -9.10% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | -2.27% | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.29% | — | -3.24% | |
| 50 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.28% | — | -0.45% |