CIK: 0001954242
申告総資産額
$13.7億
上位200銘柄を表示中（全307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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.46% | — | +2.43% | |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 6.00% | +0.74% | +30.92% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.50% | -0.15% | +10.12% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.44% | — | +1.43% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.42% | +0.18% | +1.54% | |
| 6 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 3.15% | +0.31% | +4.94% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.14% | -0.27% | -1.67% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.47% | +0.15% | +5.56% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.38% | — | +3.12% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.28% | -0.42% | +0.96% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.14% | — | +3.68% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.99% | — | -0.43% | |
| 13 | XLE | Ss Energy Select Sector | ETF-その他 | 1.75% | +0.42% | +24.43% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.72% | -0.57% | +143.88% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.71% | — | +2.26% | |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.70% | — | +4.09% | |
| 17 | MOOD | Relative Sentiment Tact Allo | ETF-その他 | 1.68% | +0.45% | +5.00% | |
| 18 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 1.66% | — | +3.83% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.55% | — | +4.49% | |
| 20 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 1.50% | — | -8.66% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.49% | +0.16% | +3.08% | |
| 22 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.46% | — | +1.75% | |
| 23 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.35% | — | — | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.32% | — | -2.26% | |
| 25 | QVAL | Alpha Arch US Qnt Value ETF | ETF-その他 | 1.30% | — | +5.29% | |
| 26 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-その他 | 1.28% | — | +0.88% | |
| 27 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 1.20% | — | — | |
| 28 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.19% | — | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.04% | — | +2.08% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.03% | — | -1.17% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.92% | -0.14% | +0.74% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.89% | +0.14% | +5.50% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.86% | — | -0.84% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.85% | — | +6.29% | |
| 35 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.78% | — | -3.42% | |
| 36 | QMOM | Alpha US Quant Mom ETF | ETF-その他 | 0.74% | -0.13% | +4.60% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.71% | — | +5.01% | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.66% | — | -2.39% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | — | -0.51% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | — | +2.42% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.53% | — | +2.44% | |
| 42 | IOFIX | Alphacentric Income Opp-i | 株式-その他 | 0.52% | — | +0.66% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.52% | — | -8.26% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.52% | — | -74.03% | |
| 45 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.51% | — | -0.98% | |
| 46 | TRSTX | T Rowe Pr Ult Sh-trm Bnd-i | 株式-その他 | 0.50% | — | +1.35% | |
| 47 | WHOSX | Wasatch Hoisington US Tr-inv | 株式-その他 | 0.49% | — | -0.69% | |
| 48 | MLPA | Global X Mlp ETF | ETF-その他 | 0.47% | — | +6.57% | |
| 49 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.44% | — | -2.22% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | +0.21% | -1.78% |