CIK: 0001900946
申告総資産額
$2.0億
上位200銘柄を表示中（全367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 | 10.83% | +0.32% | +1.31% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 9.77% | -0.37% | +2.25% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 9.32% | -0.90% | +0.46% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 5.44% | +0.19% | -0.35% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 4.87% | +0.29% | +3.15% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.98% | +0.09% | -0.43% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.61% | +0.03% | -0.35% | |
| 8 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 3.14% | +0.07% | +5.97% | |
| 9 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 2.87% | +0.01% | +30.67% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 2.86% | — | +7.64% | |
| 11 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 2.86% | +0.07% | -29.86% | |
| 12 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 2.71% | +0.18% | +6.68% | |
| 13 | IYR | Ishares US Real Estate ETF | ETF-その他 | 2.62% | +0.06% | -7.91% | |
| 14 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 2.43% | -0.07% | -17.76% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.41% | +0.10% | +3.65% | |
| 16 | GWX | State Street Spdr S&p Intern | ETF-その他 | 2.17% | +0.09% | -2.95% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.82% | +0.30% | +88.15% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.67% | -0.12% | +0.73% | |
| 19 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 1.64% | -0.06% | +0.14% | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.60% | +0.01% | -1.66% | |
| 21 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.16% | +0.02% | -1.08% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.11% | -0.34% | +3.30% | |
| 23 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.05% | +0.04% | -4.81% | |
| 24 | DFAI | Dimensional International Co | ETF-その他 | 0.87% | +0.03% | -0.49% | |
| 25 | DFAT | Dimensional US Target Value | ETF-その他 | 0.83% | +0.03% | -2.34% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | -0.04% | +0.81% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.71% | -0.11% | -0.20% | |
| 28 | DISV | Dimensional International Sm | ETF-その他 | 0.54% | +0.02% | -1.78% | |
| 29 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.48% | — | — | |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.46% | — | — | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.46% | — | -3.21% | |
| 32 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.40% | +0.02% | -3.99% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | -0.06% | -1.90% | |
| 34 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.33% | — | +0.28% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.30% | — | — | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.30% | -0.06% | +6.73% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.27% | +0.05% | +0.07% | |
| 38 | LECO | Lincoln Electric Holdings | 株式-資本財 | 0.26% | — | +0.17% | |
| 39 | WPC | Wp Carey INC | 株式-不動産 | 0.26% | — | -27.77% | |
| 40 | ENB | Enbridge INC | 株式-エネルギー | 0.25% | +0.03% | +0.16% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.23% | +0.03% | +0.09% | |
| 42 | 37M | Mrc Global INC | 株式-その他 | 0.22% | — | +28.36% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.20% | — | +1.23% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | — | -2.57% | |
| 45 | BLK | Blackrock INC | 株式-金融 | 0.18% | -0.16% | EXIT | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.17% | -0.16% | EXIT | |
| 47 | WFC | Wells Fargo & Co | 株式-金融 | 0.17% | -0.03% | -1.87% | |
| 48 | IVT | Inventrust Properties CORP | 株式-その他 | 0.17% | — | +0.47% | |
| 49 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.17% | — | — | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.17% | — | -0.02% |