CIK: 0001994744
申告総資産額
$2.8億
上位200銘柄を表示中（全343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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 6.42% | -0.97% | +16.89% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-その他 | 4.63% | -0.23% | -4.29% | |
| 3 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 4.25% | — | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.59% | +0.51% | +2.11% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.90% | -0.46% | +17.95% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.85% | -0.59% | -1.09% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.58% | — | +2.89% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 2.45% | -0.58% | -1.75% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.27% | -0.57% | -12.42% | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 2.20% | — | +721.22% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.14% | -1.14% | +39.83% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.97% | -0.36% | +25.29% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.91% | — | +2.07% | |
| 14 | HOMB | Home Bancshares INC | 株式-金融 | 1.85% | -0.28% | -2.80% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.80% | +0.33% | -3.11% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.79% | +0.35% | -3.16% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.72% | — | +17.06% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.71% | +0.26% | +62.99% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.64% | -0.31% | -14.73% | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.46% | -0.42% | +32.62% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.40% | — | +20.07% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.37% | -0.33% | -1.23% | |
| 23 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.34% | — | -13.20% | |
| 24 | JMOM | Jpmorgan US Momentum Factor | ETF-その他 | 1.19% | — | +18.26% | |
| 25 | URA | Global X Uranium ETF | ETF-その他 | 1.18% | — | -18.11% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | -0.16% | -0.92% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.09% | +0.28% | +7.74% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | -0.21% | -1.30% | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.05% | -0.17% | -73.60% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.00% | — | -14.30% | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.98% | +0.08% | +17.05% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.92% | -0.33% | -52.44% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.81% | — | — | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.75% | +1.31% | +13.14% | |
| 35 | TMUS | T-mobile US INC | 株式-通信サービス | 0.68% | — | -0.29% | |
| 36 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.66% | — | -5.45% | |
| 37 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.64% | — | -0.83% | |
| 38 | JEMA | Jpmorgan Activebuilders Emer | ETF-その他 | 0.62% | +0.07% | -4.86% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.61% | — | -9.23% | |
| 40 | CTAS | Cintas CORP | 株式-資本財 | 0.59% | — | -1.78% | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 0.58% | — | -1.47% | |
| 42 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.57% | — | +210.29% | |
| 43 | JEF | Jefferies Financial Group In | 株式-金融 | 0.56% | -0.14% | -1.61% | |
| 44 | PHM | Pultegroup INC | 株式-一般消費財 | 0.55% | — | -0.29% | |
| 45 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.53% | +0.59% | +15.32% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | +0.11% | +1.03% | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.51% | — | -1.42% | |
| 48 | LIN | Linde plc | 株式-素材 | 0.51% | — | — | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | — | +1.86% | |
| 50 | LRCX | Lam Research CORP | 株式-IT | 0.50% | — | -1.33% |