CIK: 0001841506
申告総資産額
$13.7億
上位200銘柄を表示中（全217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 | IMTB | Ishares Core 5-10 Year Usd | ETF-その他 | 4.39% | — | +140.77% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.62% | +0.34% | +17.15% | |
| 3 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 3.46% | — | +2418.53% | |
| 4 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-その他 | 3.07% | -0.92% | +4.93% | |
| 5 | AVDE | Avantis International Equity | ETF-その他 | 2.95% | +0.39% | +5.02% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.35% | — | +2.70% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 2.21% | +0.02% | +8.79% | |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.20% | -0.10% | -11.27% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.13% | — | +6.97% | |
| 10 | BBAG | Jpmorgan Betabuilders US Agg | ETF-その他 | 2.05% | — | +104.19% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.78% | +0.44% | +11.03% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.71% | +0.31% | +7.67% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.67% | -0.53% | +10.92% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.65% | -0.11% | +9.94% | |
| 15 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.61% | — | -27.75% | |
| 16 | SUB | Ishares Short-term National | ETF-その他 | 1.58% | — | -12.60% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.48% | -0.56% | +14.25% | |
| 18 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.45% | -0.12% | -7.65% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.41% | — | +16.31% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.20% | — | -21.09% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.18% | — | +14.30% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.17% | +0.32% | +1.49% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.14% | +0.22% | +11.73% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.09% | +0.06% | +4.86% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.08% | — | +2.81% | |
| 26 | ISCF | Ishares International Small | ETF-その他 | 1.06% | — | +6.51% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.01% | — | +18.43% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.00% | — | +2.46% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.99% | — | +11.46% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.96% | +0.09% | +5.82% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.92% | — | -0.55% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | +0.04% | +3.89% | |
| 33 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.75% | — | +84.17% | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.75% | +0.05% | -12.08% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | +0.11% | +19.86% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.69% | — | +2.77% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | +0.14% | +11.35% | |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.66% | — | -0.65% | |
| 39 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.65% | — | +205.26% | |
| 40 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.63% | — | +15.22% | |
| 41 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.62% | — | +6.77% | |
| 42 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.62% | — | +6.98% | |
| 43 | VUG | Vanguard Growth ETF | ETF-その他 | 0.60% | +0.07% | +0.67% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.60% | — | -3.76% | |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.59% | — | +4.00% | |
| 46 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.58% | — | +2.21% | |
| 47 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.57% | — | +17.32% | |
| 48 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.57% | — | +3.15% | |
| 49 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.54% | — | +0.11% | |
| 50 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.53% | — | +4.71% |