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 | 17.43% | +0.83% | +6.97% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.73% | +0.88% | +2.37% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 11.93% | +0.85% | +7.04% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 8.01% | -4.63% | -0.53% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.02% | +1.04% | +6.58% | |
| 6 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 5.57% | -0.19% | +7.52% | |
| 7 | HEDG | Equable Shares Hdg Eqty ETF | ETF-その他 | 5.47% | +0.11% | +8.18% | |
| 8 | IQLT | Ishares Msci International Q | ETF-その他 | 5.04% | -0.14% | -0.68% | |
| 9 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 4.28% | -0.13% | -8.47% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.34% | +0.01% | -7.78% | |
| 11 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 1.72% | +0.12% | +21.74% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.31% | +0.06% | +4.19% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.21% | +0.14% | +3.54% | |
| 14 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-その他 | 1.11% | -0.03% | -11.28% | |
| 15 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.09% | — | -7.82% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.07% | -0.11% | -12.47% | |
| 17 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.04% | — | -15.23% | |
| 18 | CDNS | Cadence Design Sys INC | 株式-IT | 0.96% | +0.22% | -0.24% | |
| 19 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.87% | — | -11.95% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.74% | +0.06% | +0.31% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.65% | +0.01% | -3.41% | |
| 22 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.61% | +0.02% | -13.52% | |
| 23 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.58% | -0.03% | -10.13% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | +0.06% | +9.23% | |
| 25 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.50% | -0.08% | +11.30% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | -0.01% | +0.25% | |
| 27 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 0.47% | — | -10.72% | |
| 28 | AMD | Advanced Micro Devices | 株式-IT | 0.32% | +0.37% | -0.02% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | — | +0.40% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.28% | +0.02% | -6.55% | |
| 31 | ETN | Eaton Corporation plc | 株式-資本財 | 0.26% | +0.02% | — | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.26% | -0.04% | +0.40% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | +0.03% | +0.08% | |
| 34 | MO | Altria Group INC | 株式-生活必需品 | 0.25% | — | +0.10% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.22% | — | -0.91% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.22% | +0.01% | +0.09% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.22% | +0.01% | +21.06% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.20% | +0.01% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.18% | — | — | |
| 40 | INTC | Intel CORP | 株式-IT | 0.18% | +0.23% | -6.81% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.18% | — | — | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.16% | — | -11.28% | |
| 43 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.16% | — | — | |
| 44 | AMP | Ameriprise Financial INC | 株式-金融 | 0.16% | +0.01% | -0.39% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.15% | — | -0.10% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | +0.01% | -0.83% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.13% | -0.04% | +7.80% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.12% | — | — | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.11% | -0.03% | -1.89% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.11% | — | +0.27% |