CIK: 0001900946
申告総資産額
$2.0億
上位200銘柄を表示中（全387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 | 10.56% | +0.32% | +1.25% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 8.97% | -0.90% | +8.01% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 8.32% | -0.37% | +2.68% | |
| 4 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 4.84% | -0.07% | +4.22% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 4.62% | +0.19% | +4.71% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 4.55% | +0.09% | +4.72% | |
| 7 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 4.32% | +0.29% | +2.20% | |
| 8 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 3.50% | +0.07% | +5.44% | |
| 9 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 3.43% | +0.18% | +5.10% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 3.37% | +0.07% | +5.18% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.37% | +0.03% | +1.82% | |
| 12 | GWX | State Street Spdr S&p Intern | ETF-その他 | 3.02% | +0.09% | +2.27% | |
| 13 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 2.97% | +0.01% | +6.20% | |
| 14 | IYR | Ishares US Real Estate ETF | ETF-その他 | 2.28% | +0.06% | +4.56% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.18% | +0.10% | +4.89% | |
| 16 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.62% | +0.01% | -1.58% | |
| 17 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.58% | +0.02% | +1.51% | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.44% | +0.04% | +1.31% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.43% | -0.34% | -0.24% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.34% | -0.12% | +3.07% | |
| 21 | DFAT | Dimensional US Target Value | ETF-その他 | 1.24% | +0.03% | -0.30% | |
| 22 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.95% | -0.06% | +12.67% | |
| 23 | DFAI | Dimensional International Co | ETF-その他 | 0.93% | +0.03% | +7.58% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | -0.04% | +2.71% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.61% | -0.11% | +0.24% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.55% | — | -0.90% | |
| 27 | DISV | Dimensional International Sm | ETF-その他 | 0.54% | +0.02% | +6.21% | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.47% | +0.02% | +7.18% | |
| 29 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.47% | — | — | |
| 30 | LECO | Lincoln Electric Holdings | 株式-資本財 | 0.42% | — | -6.50% | |
| 31 | UNP | Union Pacific CORP | 株式-資本財 | 0.41% | — | -2.33% | |
| 32 | ENB | Enbridge INC | 株式-エネルギー | 0.40% | +0.03% | +0.24% | |
| 33 | WPC | Wp Carey INC | 株式-不動産 | 0.40% | — | +0.16% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | +0.11% | NEW | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.35% | +0.05% | -2.95% | |
| 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 | 0.31% | — | — | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | — | -1.46% | |
| 39 | 7SU | Summit Materials INC -cl A | 株式-その他 | 0.30% | — | — | |
| 40 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.29% | — | +0.35% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.29% | -0.06% | +3.91% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.28% | — | +0.04% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.28% | +0.05% | +0.42% | |
| 44 | AEE | Ameren Corporation | 株式-公益事業 | 0.26% | — | -40.10% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.26% | — | +58.37% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.26% | — | +21.97% | |
| 47 | PAGP | Plains Gp Holdings Lp-cl A | 株式-エネルギー | 0.25% | — | +0.54% | |
| 48 | OMC | Omnicom Group | 株式-通信サービス | 0.25% | — | -1.96% | |
| 49 | WMB | Williams Cos INC | 株式-エネルギー | 0.25% | — | +0.79% | |
| 50 | DUK | Duke Energy CORP | 株式-公益事業 | 0.24% | — | -0.09% |