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 | 29.43% | +0.28% | -5.69% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 12.69% | -1.96% | +1.47% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.47% | -0.24% | +11.00% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 8.61% | — | +1.87% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.47% | -0.05% | -4.17% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.24% | +0.28% | +3.17% | |
| 7 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 5.34% | -1.56% | +6.47% | |
| 8 | DFSD | Dimensional Short Duration | ETF-その他 | 3.39% | -0.38% | +25.52% | |
| 9 | DFAT | Dimensional US Target Value | ETF-その他 | 2.94% | -0.12% | +13.17% | |
| 10 | ISCF | Ishares International Small | ETF-その他 | 1.75% | -0.13% | +17.78% | |
| 11 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 1.74% | +0.02% | +19.74% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 1.35% | -0.02% | -5.53% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.28% | -0.01% | +0.05% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.22% | — | -10.33% | |
| 15 | AMD | Advanced Micro Devices | 株式-IT | 0.68% | +1.26% | +43.24% | |
| 16 | DFNM | Dimensional National Muni Bd | ETF-その他 | 0.67% | +0.65% | -0.63% | |
| 17 | DUSB | Dimension Ultrashort Fi ETF | ETF-その他 | 0.54% | -0.20% | +48.65% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | — | +14.69% | |
| 19 | ELF | Elf Beauty INC | 株式-生活必需品 | 0.37% | +0.08% | +49.81% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.34% | -0.03% | +11.32% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.33% | -0.14% | +2.02% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.33% | -0.04% | +13.33% | |
| 23 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.29% | -0.19% | EXIT | |
| 24 | CAKE | Cheesecake Factory Inc/the | 株式-一般消費財 | 0.26% | +0.08% | +45.31% | |
| 25 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.26% | -0.23% | +79.96% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | +0.03% | — | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.22% | -0.09% | +2.37% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.21% | -0.01% | +0.74% | |
| 29 | SOFI | Sofi Technologies INC | 株式-金融 | 0.19% | +0.01% | +15.32% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.17% | +0.03% | — | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.17% | +0.03% | +10.88% | |
| 32 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.17% | -0.12% | EXIT | |
| 33 | NFLX | Netflix INC | 株式-通信サービス | 0.14% | — | +4.19% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.13% | -0.01% | — |