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 | 31.57% | +0.28% | -0.38% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 12.07% | -1.96% | +0.48% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.96% | -0.24% | -0.79% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 8.86% | — | -0.68% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.26% | -0.05% | -0.89% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.77% | +0.28% | +7.18% | |
| 7 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 5.39% | -1.56% | +3.63% | |
| 8 | DFSD | Dimensional Short Duration | ETF-その他 | 4.52% | -0.38% | +0.84% | |
| 9 | DFAT | Dimensional US Target Value | ETF-その他 | 2.75% | -0.12% | -2.68% | |
| 10 | ISCF | Ishares International Small | ETF-その他 | 1.46% | -0.13% | -6.43% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.45% | -0.01% | -0.99% | |
| 12 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 1.43% | +0.02% | -7.16% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.25% | — | -1.13% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.16% | -0.02% | -2.42% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.09% | +0.65% | +6.30% | |
| 16 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 1.05% | -0.20% | -19.15% | |
| 17 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.37% | — | -6.72% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 0.34% | -0.14% | +0.44% | |
| 19 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.32% | — | -0.73% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 0.30% | -0.01% | -42.91% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | — | +2.01% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | -0.09% | +1.71% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.21% | -0.03% | +5.09% | |
| 24 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.20% | -0.23% | +1.23% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.18% | -0.01% | -31.73% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.18% | — | -35.87% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.17% | -0.04% | -9.88% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.16% | — | -39.02% |