CIK: 0001954337
申告総資産額
$1.5億
| # | 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 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 7.74% | -0.38% | +1.26% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 7.65% | +0.38% | +2.07% | |
| 3 | VFQY | Vanguard U.s. Quality Factor | ETF-その他 | 7.42% | -6.58% | EXIT | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 7.27% | +0.03% | +1.59% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 6.23% | +0.24% | +3.38% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 5.68% | +0.25% | +2.05% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 5.62% | +0.06% | +2.07% | |
| 8 | DFIV | Dimensional International Va | ETF-その他 | 5.54% | +0.01% | +2.66% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.34% | +0.23% | +2.55% | |
| 10 | YLD | Principal Act Hi Yld ETF | ETF-その他 | 3.71% | -1.95% | EXIT | |
| 11 | FLDR | Fidelity Low Durat Fact ETF | ETF-その他 | 3.65% | -4.05% | EXIT | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.60% | +0.08% | +3.42% | |
| 13 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 2.43% | -1.44% | +6.60% | |
| 14 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 2.36% | -1.45% | +6.87% | |
| 15 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 2.14% | +0.02% | +4.74% | |
| 16 | FVAL | Fidelity Value Factor ETF | ETF-その他 | 2.14% | +0.08% | +4.12% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.06% | — | +4.12% | |
| 18 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.92% | — | +7.01% | |
| 19 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.69% | +0.15% | +8.13% | |
| 20 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.20% | — | +5.25% | |
| 21 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 1.09% | +0.21% | +6.30% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.08% | — | +5.61% | |
| 23 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 0.99% | -0.84% | -0.12% | |
| 24 | VFMF | Vanguard US Multifactor ETF | ETF-その他 | 0.94% | +0.20% | +6.87% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.89% | -0.06% | +1.27% | |
| 26 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.79% | +0.15% | +4.19% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.75% | -0.14% | -0.64% | |
| 28 | FLMI | Franklin Dynamic Municipal B | ETF-その他 | 0.70% | +0.09% | +8.80% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | +0.06% | +4.78% | |
| 30 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.65% | — | +0.92% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.65% | -0.05% | +4.46% | |
| 32 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.58% | -0.02% | +4.29% | |
| 33 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 0.54% | — | +6.14% | |
| 34 | DE | Deere & Co | 株式-資本財 | 0.51% | +0.13% | -2.34% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.43% | — | +11.49% | |
| 36 | FSMD | Fidelity Small-mid Multifact | ETF-その他 | 0.42% | -0.05% | +8.62% | |
| 37 | HYDB | Ishares High Yield Systemati | ETF-ハイイールド債 | 0.39% | — | -0.65% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.34% | — | +6.03% | |
| 39 | ROK | Rockwell Automation INC | 株式-資本財 | 0.33% | — | — | |
| 40 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.31% | +0.07% | — | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.29% | — | -7.07% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.25% | -0.03% | +11.64% | |
| 43 | NEE | Nextera Energy INC | 株式-公益事業 | 0.24% | — | — | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.22% | — | — | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.21% | +0.03% | +6.78% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.18% | — | +7.13% | |
| 47 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.17% | — | -1.24% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | — | — | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.17% | — | +397.29% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.17% | — | — |