CIK: 0002032846
申告総資産額
$349.7万
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 29.68% | — | -0.38% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 22.14% | — | -0.33% | |
| 3 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 7.53% | — | -0.12% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 5.99% | — | +10.69% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 5.51% | — | — | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-その他 | 4.00% | — | +6.50% | |
| 7 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 2.11% | — | +13.32% | |
| 8 | BUFG | Ft Vest Buffered Allocation | ETF-その他 | 1.90% | — | +50.73% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.64% | — | -9.58% | |
| 10 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.46% | — | +1.04% | |
| 11 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.37% | — | +5.43% | |
| 12 | FTHY | First Trust Hi Yld Opp 2027 | 株式-その他 | 1.05% | — | +9.94% | |
| 13 | FMAY | Ft Vest US Equity Buffer ETF | ETF-その他 | 1.02% | — | — | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.95% | — | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.88% | — | +1.23% | |
| 16 | FNY | First Trust Mid Cap Growth | ETF-その他 | 0.85% | — | -2.08% | |
| 17 | URA | Global X Uranium ETF | ETF-その他 | 0.83% | — | -2.47% | |
| 18 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.79% | — | -2.71% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.75% | — | +3.71% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 0.66% | — | -4.24% | |
| 21 | HYGV | Flexshares High Yield Value | ETF-ハイイールド債 | 0.65% | — | -3.73% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.59% | — | +0.37% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | — | +0.29% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | — | — | |
| 25 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.55% | — | -1.40% | |
| 26 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.55% | — | — | |
| 27 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.49% | — | -5.06% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | — | — | |
| 29 | DFIC | Dimensional International Co | ETF-その他 | 0.46% | — | +44.64% | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 0.45% | — | +0.18% | |
| 31 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-その他 | 0.43% | — | -3.64% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.40% | — | — | |
| 33 | MCY | Mercury General CORP | 株式-その他 | 0.40% | — | +0.02% | |
| 34 | DFAT | Dimensional US Target Value | ETF-その他 | 0.37% | — | — | |
| 35 | DFAI | Dimensional International Co | ETF-その他 | 0.33% | — | +0.43% | |
| 36 | PANW | Palo Alto Networks INC | 株式-IT | 0.28% | — | — | |
| 37 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-テック型 | 0.27% | — | — | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | — | -5.84% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.24% | — | -11.29% | |
| 40 | FJUL | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.24% | — | — | |
| 41 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.24% | — | — |