CIK: 0001977500
申告総資産額
$5.1億
上位200銘柄を表示中（全210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 | FBND | Fidelity Total Bond ETF | ETF-その他 | 6.34% | +0.33% | +15.48% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 5.65% | -0.37% | +3.71% | |
| 3 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 4.70% | +0.11% | +9.64% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-その他 | 4.12% | -3.05% | -0.67% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 3.44% | +0.24% | +7.65% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.40% | — | +6.51% | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 2.76% | — | +6.04% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.55% | -0.38% | +1.00% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.53% | +0.23% | +5.85% | |
| 10 | STGW | Stagwell INC | 株式-その他 | 2.20% | -0.28% | -0.13% | |
| 11 | MLN | Vaneck Long Muni ETF | ETF-その他 | 2.17% | — | +12.81% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.15% | +0.22% | +12.77% | |
| 13 | DFIV | Dimensional International Va | ETF-その他 | 2.07% | — | +7.52% | |
| 14 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.96% | -0.25% | -0.18% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.87% | +0.35% | +8.17% | |
| 16 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 1.80% | -0.19% | +10.17% | |
| 17 | AVDE | Avantis International Equity | ETF-その他 | 1.74% | — | +7.94% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.67% | +0.45% | -8.50% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.54% | — | +7.46% | |
| 20 | FTGC | First Trust Global Tactical | ETF-その他 | 1.48% | -0.32% | +14.70% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.48% | -0.39% | +2.58% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.34% | -0.21% | +12.30% | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.16% | +0.19% | +6.16% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.10% | — | -1.57% | |
| 25 | FTCS | First Trust Capital Strength | ETF-その他 | 1.08% | — | +0.02% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.03% | — | +0.88% | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.91% | — | -0.89% | |
| 28 | BILZ | Pimco Ultra Shrt Govt Active | ETF-その他 | 0.82% | +0.23% | +13.54% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.78% | — | -0.95% | |
| 30 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.76% | +0.13% | +14.35% | |
| 31 | SYF | Synchrony Financial | 株式-金融 | 0.76% | -0.21% | +4.35% | |
| 32 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.74% | — | -1.38% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.74% | — | -2.35% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | — | +3.98% | |
| 35 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.73% | — | +9.26% | |
| 36 | ENS | Enersys | 株式-資本財 | 0.72% | -0.20% | -2.44% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.64% | +0.36% | +410.47% | |
| 38 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.63% | — | +14.82% | |
| 39 | SHYL | Xtrackers Shrt Dur High Yiel | ETF-その他 | 0.63% | — | -44.41% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | -0.53% | +0.56% | |
| 41 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.58% | +0.46% | +1.03% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.55% | — | -0.08% | |
| 43 | ROKU | Roku INC | 株式-通信サービス | 0.54% | -0.11% | +2.88% | |
| 44 | FMB | First Trust Managed Municipa | ETF-その他 | 0.52% | — | +5.40% | |
| 45 | IROC | Invesco Rochester High Yield | ETF-ハイイールド債 | 0.50% | — | +15.42% | |
| 46 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-その他 | 0.50% | +0.67% | +16.15% | |
| 47 | FHI | Federated Hermes INC | 株式-金融 | 0.50% | — | +10.47% | |
| 48 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.49% | — | +4.68% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | -4.52% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.47% | — | -1.50% |