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 | 8.02% | -0.38% | -0.69% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 7.31% | +0.38% | +1.40% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 7.15% | +0.03% | +0.51% | |
| 4 | VFQY | Vanguard U.s. Quality Factor | ETF-その他 | 6.82% | -6.58% | EXIT | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 6.14% | +0.24% | +1.49% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 5.39% | +0.25% | +1.00% | |
| 7 | DFIV | Dimensional International Va | ETF-その他 | 5.35% | +0.01% | +1.29% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.46% | +0.23% | +0.70% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 4.06% | -0.23% | +0.81% | |
| 10 | FLDR | Fidelity Low Durat Fact ETF | ETF-その他 | 3.96% | -4.05% | EXIT | |
| 11 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 2.63% | +0.02% | -1.05% | |
| 12 | FVAL | Fidelity Value Factor ETF | ETF-その他 | 2.60% | +0.08% | +2.65% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.32% | — | +2.33% | |
| 14 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 2.09% | -1.45% | +1.71% | |
| 15 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 2.03% | -1.44% | +0.88% | |
| 16 | YLD | Principal Act Hi Yld ETF | ETF-その他 | 2.00% | -1.95% | EXIT | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.97% | +0.08% | +1.49% | |
| 18 | HMOP | Hartford Municipal Opp ETF | ETF-その他 | 1.62% | -1.06% | — | |
| 19 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.60% | +0.15% | +6.49% | |
| 20 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 1.47% | +0.21% | +1.90% | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.42% | — | +3.73% | |
| 22 | VFMF | Vanguard US Multifactor ETF | ETF-その他 | 1.14% | +0.20% | +1.42% | |
| 23 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 1.14% | -0.84% | +4.31% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.11% | -0.06% | -2.08% | |
| 25 | IAUM | Ishares Gold Trust Micro | ETF-コモディティ | 0.98% | +0.23% | +6.11% | |
| 26 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.94% | +0.15% | +5.59% | |
| 27 | FLSP | Franklin Systematic Style Pr | ETF-その他 | 0.93% | -0.79% | +9.15% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.82% | — | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | +0.06% | -3.47% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.74% | -0.14% | -0.82% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.71% | — | -6.02% | |
| 32 | FLMI | Franklin Dynamic Municipal B | ETF-その他 | 0.64% | +0.09% | +4.67% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | -0.05% | -0.34% | |
| 34 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.64% | — | +1.41% | |
| 35 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.59% | -0.02% | +0.34% | |
| 36 | FSMD | Fidelity Small-mid Multifact | ETF-その他 | 0.53% | -0.05% | +2.68% | |
| 37 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 0.53% | — | +1.96% | |
| 38 | DE | Deere & Co | 株式-資本財 | 0.50% | +0.13% | — | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.45% | — | +3.78% | |
| 40 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.36% | — | +0.64% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | -0.03% | -0.53% | |
| 42 | CDW | Cdw Corp/de | 株式-IT | 0.28% | — | — | |
| 43 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.27% | — | -0.69% | |
| 44 | ROK | Rockwell Automation INC | 株式-資本財 | 0.26% | — | — | |
| 45 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.26% | +0.07% | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.26% | -0.10% | -4.97% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | — | +0.55% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.23% | — | +3.61% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.23% | — | +4.08% | |
| 50 | VTV | Vanguard Value ETF | ETF-その他 | 0.22% | +0.03% | +1.06% |