CIK: 0001887441
申告総資産額
$3.2億
| # | 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 | AVMV | Avantis US Mid Cap Val ETF | ETF-その他 | 16.63% | +0.83% | +350.21% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.41% | +0.88% | -9.99% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 11.03% | +0.85% | +421.22% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 6.28% | -4.63% | -0.70% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.15% | +1.04% | +163.87% | |
| 6 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 5.29% | -0.19% | — | |
| 7 | IQLT | Ishares Msci International Q | ETF-その他 | 5.25% | -0.14% | -40.26% | |
| 8 | HEDG | Equable Shares Hdg Eqty ETF | ETF-その他 | 5.22% | +0.11% | — | |
| 9 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 4.85% | -0.13% | -66.76% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.64% | +0.01% | -67.09% | |
| 11 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 1.42% | +0.12% | +12.13% | |
| 12 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-その他 | 1.33% | -0.03% | -73.39% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.31% | +0.06% | -0.24% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.26% | -0.11% | -73.29% | |
| 15 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.26% | — | -71.86% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.25% | — | -70.45% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.25% | +0.14% | -3.64% | |
| 18 | CDNS | Cadence Design Sys INC | 株式-IT | 1.10% | +0.22% | -0.30% | |
| 19 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 1.04% | — | -74.32% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.80% | +0.06% | -2.09% | |
| 21 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.75% | +0.02% | -76.25% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | +0.01% | -21.23% | |
| 23 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.66% | -0.03% | -72.51% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | +0.06% | -3.86% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.57% | -0.01% | +0.03% | |
| 26 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.56% | -0.08% | -1.29% | |
| 27 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 0.54% | — | -75.58% | |
| 28 | AMD | Advanced Micro Devices | 株式-IT | 0.35% | +0.37% | +0.02% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.33% | +0.02% | -10.88% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | +0.03% | +0.15% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.28% | — | -2.99% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | — | +0.40% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.25% | -0.04% | -0.27% | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 0.25% | +0.02% | — | |
| 35 | MO | Altria Group INC | 株式-生活必需品 | 0.24% | — | +0.26% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.24% | +0.01% | -0.63% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.22% | +0.01% | — | |
| 38 | INTC | Intel CORP | 株式-IT | 0.22% | +0.23% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.19% | — | +0.18% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.19% | +0.01% | -9.89% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.19% | — | -4.21% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.19% | — | -12.25% | |
| 43 | AMP | Ameriprise Financial INC | 株式-金融 | 0.18% | +0.01% | -0.29% | |
| 44 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.18% | — | -0.06% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.15% | — | -0.20% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.15% | -0.04% | +0.07% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | +0.01% | +0.30% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.13% | — | -2.15% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.12% | — | -1.52% | |
| 50 | NTNX | Nutanix INC - A | 株式-IT | 0.12% | +0.03% | -0.40% |