CIK: 0001776290
申告総資産額
$28.9億
上位200銘柄を表示中（全267銘柄）
| # | 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 | 8.99% | -0.60% | -1.66% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.40% | — | +5.89% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 7.72% | — | +14.34% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.71% | -0.01% | -0.27% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 5.00% | -0.52% | +13.47% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.62% | +0.26% | +7.44% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 4.16% | -0.31% | +3.93% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.10% | -0.09% | +0.62% | |
| 9 | DFAI | Dimensional International Co | ETF-その他 | 3.04% | -0.11% | +3.84% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.92% | -0.22% | -0.39% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.11% | +0.01% | +5.23% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.80% | -0.29% | +0.64% | |
| 13 | SYK | Stryker CORP | 株式-ヘルスケア | 1.74% | -0.27% | +0.63% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 1.58% | +0.38% | +6.69% | |
| 15 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.51% | -0.02% | -2.76% | |
| 16 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 1.44% | -0.21% | -0.61% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.14% | — | -3.03% | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.08% | +0.07% | +10.82% | |
| 19 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.08% | — | +0.10% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.96% | — | +9.01% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.94% | +0.04% | +3.96% | |
| 22 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.93% | — | +59.73% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.86% | — | +6.65% | |
| 24 | AVDE | Avantis International Equity | ETF-その他 | 0.74% | +0.10% | +4.56% | |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.70% | — | +11.59% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | +0.12% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.67% | — | +0.36% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.66% | — | +949.14% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.65% | — | +0.75% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.64% | — | +0.80% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | +0.04% | +15.94% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | — | +4.35% | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.61% | -0.17% | +213.87% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | — | +3.45% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.56% | +0.04% | +6.97% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.47% | +0.06% | +26.47% | |
| 37 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.42% | — | +1.16% | |
| 38 | SUB | Ishares Short-term National | ETF-その他 | 0.41% | — | +0.08% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | — | +3.33% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.35% | — | -12.84% | |
| 41 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.35% | — | +2.38% | |
| 42 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.34% | — | +5.74% | |
| 43 | AIT | Applied Industrial Tech INC | 株式-資本財 | 0.33% | — | — | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.33% | +0.02% | +1.09% | |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.30% | +0.06% | +4.12% | |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.30% | — | +5.47% | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.30% | — | -4.99% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.28% | — | +1.28% | |
| 49 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.28% | -0.11% | +2.55% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.28% | +0.16% | +7.13% |