CIK: 0001776290
申告総資産額
$28.9億
上位200銘柄を表示中（全291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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.70% | — | +1.65% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.66% | -0.60% | +11.80% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 7.41% | — | -4.39% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.47% | -0.01% | +18.92% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 5.31% | -0.52% | +1.90% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.98% | +0.26% | +6.27% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 4.12% | -0.31% | +12.40% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.87% | +0.63% | +21.77% | |
| 9 | DFAI | Dimensional International Co | ETF-その他 | 2.77% | -0.11% | +4.58% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.13% | -0.09% | -3.37% | |
| 11 | SYK | Stryker CORP | 株式-ヘルスケア | 2.08% | -0.27% | -0.29% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 2.00% | +0.38% | +2.39% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.91% | -0.22% | +1.21% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.82% | +0.01% | +2.95% | |
| 15 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 1.67% | -0.21% | +8.15% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.43% | -0.29% | +1.18% | |
| 17 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.36% | -0.02% | -0.29% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.23% | — | +40.33% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.21% | -0.02% | +7.17% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.01% | — | -12.82% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.00% | +1.38% | +51.17% | |
| 22 | AVDE | Avantis International Equity | ETF-その他 | 1.00% | +0.10% | +12.40% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.00% | — | +10.09% | |
| 24 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.93% | — | -2.01% | |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.88% | — | -4.37% | |
| 26 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.87% | -0.17% | -0.72% | |
| 27 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.85% | +0.07% | -9.88% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.76% | — | +1.70% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.76% | — | +6.06% | |
| 30 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.76% | -0.11% | +3.09% | |
| 31 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.70% | +0.04% | -3.11% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.66% | +0.06% | +56.25% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.62% | — | +15.58% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | +1.26% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | -0.41% | |
| 36 | VTV | Vanguard Value ETF | ETF-その他 | 0.52% | — | +7.34% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.52% | +0.04% | +16.72% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.51% | — | +3.83% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | +0.04% | +5.75% | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.50% | +0.02% | +73.39% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.45% | — | +4.44% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | — | +1.04% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.41% | +0.06% | +143.99% | |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.38% | — | +7.36% | |
| 45 | SUB | Ishares Short-term National | ETF-その他 | 0.35% | — | -0.45% | |
| 46 | FERG | Ferguson Enterprises INC | 株式-資本財 | 0.32% | — | — | |
| 47 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.32% | — | +0.58% | |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.31% | — | +26.07% | |
| 49 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.28% | +0.06% | +8.33% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.27% | +0.06% | -2.18% |