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 | 31.43% | +0.28% | +0.88% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 13.68% | -1.96% | +3.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.82% | -0.05% | -0.26% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.79% | -0.24% | +0.36% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 8.57% | — | +2.54% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.23% | +0.28% | +2.07% | |
| 7 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 5.45% | -1.56% | +2.55% | |
| 8 | DFSD | Dimensional Short Duration | ETF-その他 | 2.93% | -0.38% | -5.39% | |
| 9 | DFAT | Dimensional US Target Value | ETF-その他 | 2.62% | -0.12% | +1.56% | |
| 10 | ISCF | Ishares International Small | ETF-その他 | 1.53% | -0.13% | -3.44% | |
| 11 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 1.48% | +0.02% | -1.61% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.25% | — | -8.43% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.12% | -0.01% | -1.03% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.08% | -0.02% | -5.24% | |
| 15 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.73% | +0.65% | +2.51% | |
| 16 | AMD | Advanced Micro Devices | 株式-IT | 0.45% | +1.26% | +42.63% | |
| 17 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 0.39% | -0.20% | -28.93% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | — | +7.22% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 0.33% | -0.14% | +3.77% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.32% | -0.04% | +18.57% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.32% | -0.03% | +9.35% | |
| 22 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.29% | — | +10.66% | |
| 23 | ELF | Elf Beauty INC | 株式-生活必需品 | 0.25% | +0.08% | — | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.23% | -0.09% | +1.26% | |
| 25 | CAKE | Cheesecake Factory Inc/the | 株式-一般消費財 | 0.23% | +0.08% | — | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.21% | -0.01% | — | |
| 27 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.18% | — | — | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 0.17% | — | — | |
| 29 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.16% | -0.23% | -2.63% | |
| 30 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.14% | — | -39.44% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.14% | +0.03% | — | |
| 32 | SOFI | Sofi Technologies INC | 株式-金融 | 0.13% | +0.01% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | +0.88% | 増加 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | -0.26% | 減少 |
| 3 | ELF | Elf Beauty INC | +0.3% | NEW | 新規購入 |
| 4 | NVDA | Nvidia CORP | +0.2% | -8.43% | 減少 |
| 5 | AMD | Advanced Micro Devices | +0.2% | +42.63% | 増加 |
| 6 | CAKE | Cheesecake Factory Inc/the | +0.2% | NEW | 新規購入 |
| 7 | SHEL | Shell Plc-adr | +0.2% | NEW | 新規購入 |
| 8 | VB | Vanguard Small-cap ETF | +0.2% | +2.54% | 増加 |
| 9 | NFLX | Netflix INC | +0.2% | NEW | 新規購入 |
| 10 | AVGO | Broadcom INC | +0.1% | NEW | 新規購入 |
| 11 | SOFI | Sofi Technologies INC | +0.1% | NEW | 新規購入 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +18.57% | 増加 |
| 13 | TSLA | Tesla INC | +0.1% | -5.24% | 減少 |
| 14 | MSFT | Microsoft CORP | +0.1% | +9.35% | 増加 |
| 15 | AMZN | Amazon.com INC | +0.1% | +7.22% | 増加 |
| 16 | CMG | Chipotle Mexican Grill INC | 0% | +10.66% | 増加 |
| 17 | DFAT | Dimensional US Target Value | 0% | +1.56% | 増加 |
| 18 | DFEV | Dimensional Emrg Mrkt Val | 0% | -1.61% | 減少 |
| 19 | VTV | Vanguard Value ETF | 0% | — | 変化なし |
| 20 | CVX | Chevron CORP | 0% | +3.77% | 増加 |
| 21 | XOM | Exxon Mobil CORP | 0% | +1.26% | 増加 |
| 22 | FTSM | First Trust Enh Short Mat Fd | 0% | -2.63% | 減少 |
| 23 | ISCF | Ishares International Small | -0.1% | -3.44% | 減少 |
| 24 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +2.07% | 増加 |
| 25 | DFNM | Dimensional National Muni Bd | -0.1% | +2.51% | 増加 |
| 26 | BP | Bp Plc-spons Adr | -0.1% | -39.44% | 減少 |
| 27 | AAPL | Apple INC | -0.1% | -1.03% | 減少 |
| 28 | VEA | Vanguard Ftse Developed ETF | -0.2% | +0.36% | 増加 |
| 29 | DUSB | Dimension Ultrashort Fi ETF | -0.3% | -28.93% | 減少 |
| 30 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | -0.6% | +2.55% | 増加 |
| 31 | DFSD | Dimensional Short Duration | -0.6% | -5.39% | 減少 |
| 32 | JPST | Jpmorgan Ultra-short Income | -1.5% | +3.18% | 増加 |