CIK: 0001994744
申告総資産額
$2.8億
上位200銘柄を表示中（全342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 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 4.77% | — | +3.10% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.62% | -0.97% | -24.58% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-その他 | 4.57% | -0.23% | -9.12% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.70% | +0.51% | -1.39% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.37% | -0.42% | +143.35% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.12% | -0.46% | +2.87% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.61% | +0.26% | +39.86% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.59% | — | -0.50% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.08% | -1.14% | +4.98% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.97% | -0.31% | -1.56% | |
| 11 | AVGO | Broadcom INC | 株式-IT | 1.97% | -0.58% | -32.04% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.94% | — | -2.46% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.92% | +0.33% | +4.50% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.90% | +0.35% | +5.39% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.87% | -0.59% | -29.42% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.76% | -0.57% | -18.00% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.75% | — | +1.32% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.69% | -0.33% | -0.63% | |
| 19 | HOMB | Home Bancshares INC | 株式-金融 | 1.43% | -0.28% | — | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.30% | +0.28% | +11.71% | |
| 21 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.27% | — | -7.93% | |
| 22 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.27% | — | -47.80% | |
| 23 | XLF | Ss Financial Select Sector | ETF-その他 | 1.25% | +0.09% | +49.95% | |
| 24 | URA | Global X Uranium ETF | ETF-その他 | 1.21% | — | -0.14% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.16% | -0.02% | -1.78% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.05% | — | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.01% | — | -29.86% | |
| 28 | JMOM | Jpmorgan US Momentum Factor | ETF-その他 | 0.99% | — | -19.17% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.94% | +0.11% | +22.17% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.91% | +1.31% | +15.17% | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.88% | +0.08% | +5.99% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.87% | +0.60% | +87.93% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.83% | -0.36% | -53.24% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.83% | -0.22% | +123.83% | |
| 35 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.80% | -0.35% | +64.90% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.78% | -0.33% | -9.00% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | -0.21% | — | |
| 38 | SPYI | Neos S&p 500 High Income ETF | ETF-大型株・グロース | 0.74% | +0.85% | +35.06% | |
| 39 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.71% | -0.17% | -26.60% | |
| 40 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.71% | +0.59% | +19.01% | |
| 41 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.69% | — | +2.99% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.67% | — | +65.58% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.67% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | -0.16% | — | |
| 45 | JEMA | Jpmorgan Activebuilders Emer | ETF-その他 | 0.57% | +0.07% | -14.77% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.56% | — | -0.94% | |
| 47 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.56% | — | -4.57% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | — | -0.20% | |
| 49 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.54% | — | +1124.40% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | +0.11% | -0.52% |