CIK: 0001900946
申告総資産額
$2.0億
上位200銘柄を表示中（全342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 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 9.94% | +0.32% | +3.20% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 7.40% | -0.37% | +6.69% | |
| 3 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 7.34% | -0.07% | +14.17% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 6.64% | -0.90% | +5.62% | |
| 5 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 5.26% | +0.07% | +14.40% | |
| 6 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 4.44% | +0.29% | +4.60% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 4.14% | +0.09% | +16.22% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 3.99% | +0.19% | +10.16% | |
| 9 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 3.86% | +0.18% | +10.19% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 3.80% | +0.07% | +16.30% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.45% | +0.03% | +15.51% | |
| 12 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 3.31% | +0.01% | +0.41% | |
| 13 | GWX | State Street Spdr S&p Intern | ETF-その他 | 3.12% | +0.09% | -0.08% | |
| 14 | IYR | Ishares US Real Estate ETF | ETF-その他 | 2.18% | +0.06% | +9.46% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.97% | +0.10% | +12.79% | |
| 16 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.87% | +0.01% | -2.36% | |
| 17 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.71% | +0.02% | -1.71% | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.62% | +0.04% | -1.68% | |
| 19 | DFAT | Dimensional US Target Value | ETF-その他 | 1.25% | +0.03% | +0.25% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.14% | -0.34% | -0.79% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.99% | -0.12% | +0.45% | |
| 22 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.66% | -0.06% | +102.78% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | -0.04% | +7.24% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.53% | — | +0.39% | |
| 25 | DFAI | Dimensional International Co | ETF-その他 | 0.52% | +0.03% | -92.22% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | +0.05% | +0.59% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 0.48% | — | +0.68% | |
| 28 | WPC | Wp Carey INC | 株式-不動産 | 0.48% | — | +0.69% | |
| 29 | ENB | Enbridge INC | 株式-エネルギー | 0.47% | +0.03% | -0.20% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | +0.11% | NEW | |
| 31 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.44% | — | — | |
| 32 | CGXU | Cap Group Intl Focus | ETF-その他 | 0.42% | — | — | |
| 33 | LECO | Lincoln Electric Holdings | 株式-資本財 | 0.42% | — | +0.48% | |
| 34 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.42% | +0.02% | +54.18% | |
| 35 | DG | Dollar General CORP | 株式-生活必需品 | 0.40% | — | +0.28% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | -0.16% | EXIT | |
| 37 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.32% | — | +0.44% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.32% | — | -13.62% | |
| 39 | CGCP | Cap Group Core Plus Income | ETF-その他 | 0.30% | — | — | |
| 40 | DUK | Duke Energy CORP | 株式-公益事業 | 0.30% | — | -1.96% | |
| 41 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.29% | — | +0.98% | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.28% | — | +35.20% | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.27% | -0.03% | -0.86% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | — | +52.36% | |
| 45 | D | Dominion Energy INC | 株式-公益事業 | 0.27% | — | -2.10% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.27% | — | +0.49% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | -0.06% | -8.63% | |
| 48 | AEE | Ameren Corporation | 株式-公益事業 | 0.26% | — | +12.72% | |
| 49 | WMB | Williams Cos INC | 株式-エネルギー | 0.26% | — | -3.90% | |
| 50 | DFIC | Dimensional International Co | ETF-その他 | 0.24% | — | — |