CIK: 0002001473
申告総資産額
$1.9億
| # | 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 | 31.10% | +0.28% | +13.04% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 12.41% | -1.96% | -3.78% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.78% | -0.24% | -7.07% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 8.52% | — | -2.04% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.49% | -0.05% | +4.23% | |
| 6 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 5.26% | -1.56% | +60.15% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.16% | +0.28% | +107.56% | |
| 8 | DFSD | Dimensional Short Duration | ETF-その他 | 4.58% | -0.38% | +1.22% | |
| 9 | DFAT | Dimensional US Target Value | ETF-その他 | 2.74% | -0.12% | +37.91% | |
| 10 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 1.54% | +0.02% | +20.55% | |
| 11 | ISCF | Ishares International Small | ETF-その他 | 1.48% | -0.13% | +22.43% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.37% | -0.01% | +2.92% | |
| 13 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 1.34% | -0.20% | — | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.33% | — | +913.46% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.04% | +0.65% | +18.55% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 0.93% | -0.02% | +1.10% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 0.51% | -0.01% | -82.87% | |
| 18 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.45% | — | +4470.71% | |
| 19 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.39% | — | — | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | -0.14% | +2.03% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.29% | — | -0.05% | |
| 22 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.29% | — | -83.15% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | -0.09% | +11.64% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.26% | — | -78.65% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.25% | -0.01% | -79.68% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.25% | — | -80.55% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.22% | -0.03% | +9.53% | |
| 28 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.20% | -0.23% | -10.22% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.17% | -0.04% | — |