CIK: 0001900946
申告総資産額
$2.0億
上位200銘柄を表示中（全357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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 11.06% | -0.37% | +3.08% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 10.61% | +0.32% | +3.28% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 10.35% | -0.90% | +8.23% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 5.74% | +0.19% | +3.22% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 4.72% | +0.29% | +2.86% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 4.21% | +0.09% | +7.05% | |
| 7 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 3.46% | +0.07% | +32.25% | |
| 8 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.42% | +0.03% | -0.10% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.99% | +0.07% | +3.24% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 2.85% | — | +6.63% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.69% | +0.10% | +8.67% | |
| 12 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 2.58% | +0.18% | +3.01% | |
| 13 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 2.56% | -0.07% | +13.50% | |
| 14 | IYR | Ishares US Real Estate ETF | ETF-その他 | 2.40% | +0.06% | +0.03% | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 2.15% | +0.30% | +20.19% | |
| 16 | GWX | State Street Spdr S&p Intern | ETF-その他 | 2.10% | +0.09% | -10.43% | |
| 17 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.67% | +0.01% | -36.84% | |
| 18 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.53% | +0.01% | -3.07% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.43% | -0.12% | -0.10% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.35% | -0.34% | -0.53% | |
| 21 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 1.25% | -0.06% | -16.39% | |
| 22 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 1.05% | +0.02% | -10.26% | |
| 23 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.90% | +0.04% | -4.91% | |
| 24 | DFAI | Dimensional International Co | ETF-その他 | 0.89% | +0.03% | +0.08% | |
| 25 | DFAT | Dimensional US Target Value | ETF-その他 | 0.79% | +0.03% | -1.62% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | -0.04% | — | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.61% | -0.11% | -0.27% | |
| 28 | DISV | Dimensional International Sm | ETF-その他 | 0.53% | +0.02% | -6.32% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.46% | — | +0.17% | |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.46% | — | — | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.41% | -0.06% | +2.63% | |
| 32 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.41% | +0.02% | -1.02% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | -0.06% | +1.51% | |
| 34 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.32% | — | +0.47% | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 0.30% | +0.05% | — | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.27% | — | — | |
| 37 | LECO | Lincoln Electric Holdings | 株式-資本財 | 0.27% | — | +0.21% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.24% | +0.03% | +0.92% | |
| 39 | WPC | Wp Carey INC | 株式-不動産 | 0.24% | — | +0.75% | |
| 40 | ENB | Enbridge INC | 株式-エネルギー | 0.24% | +0.03% | -0.76% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.19% | — | -0.88% | |
| 42 | EMR | Emerson Electric Co | 株式-資本財 | 0.18% | -0.07% | +0.39% | |
| 43 | BLK | Blackrock INC | 株式-金融 | 0.18% | -0.16% | EXIT | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.18% | -0.03% | -1.83% | |
| 45 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.17% | — | — | |
| 46 | ARKK | Ark Innovation ETF | ETF-その他 | 0.17% | -0.02% | -2.74% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.15% | — | +0.22% | |
| 48 | IVT | Inventrust Properties CORP | 株式-その他 | 0.15% | — | +0.54% | |
| 49 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.15% | — | +0.04% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.15% | -0.02% | +17.20% |