CIK: 0001954242
申告総資産額
$13.7億
上位200銘柄を表示中（全397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 | 5.54% | — | +217.71% | |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 4.69% | +0.74% | -2.33% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.08% | — | +231.74% | |
| 4 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.98% | +0.18% | +12.40% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.92% | -0.27% | +338.61% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 2.88% | -0.15% | +8.90% | |
| 7 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 2.78% | +0.31% | +11.80% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.13% | -0.19% | +2075.14% | |
| 9 | STXF | Strive 500 ETF | ETF-その他 | 2.10% | — | — | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.02% | +0.15% | +7.52% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.99% | — | +226.10% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.80% | — | +4798.87% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.79% | -0.42% | -2.81% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.78% | — | +5.40% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.58% | — | +139.75% | |
| 16 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 1.54% | — | — | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.50% | +0.42% | +11.09% | |
| 18 | MOOD | Relative Sentiment Tact Allo | ETF-その他 | 1.49% | +0.45% | +16.20% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.37% | — | — | |
| 20 | FTLS | First Trust Long/short Eqty | ETF-その他 | 1.34% | — | +4297.83% | |
| 21 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.27% | — | +1353.00% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 1.25% | -0.62% | — | |
| 23 | QVAL | Alpha Arch US Qnt Value ETF | ETF-その他 | 1.18% | — | +19.15% | |
| 24 | MTBA | Simplify Mbs ETF | ETF-その他 | 1.17% | — | — | |
| 25 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.16% | — | +2.39% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.14% | — | +3697.94% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.09% | — | +3690.52% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.07% | — | -36.24% | |
| 29 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.05% | — | +0.65% | |
| 30 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 1.04% | — | +2154.36% | |
| 31 | SPGM | State Street Spdr Portfolio | ETF-その他 | 1.04% | — | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.03% | — | +22.80% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.98% | — | +0.93% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.95% | — | +1435.39% | |
| 35 | SPD | Simplify US Eqty Plus Down | ETF-その他 | 0.92% | — | +240.95% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.82% | — | — | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.78% | -0.57% | -46.28% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -0.14% | +2.19% | |
| 39 | QMOM | Alpha US Quant Mom ETF | ETF-その他 | 0.73% | -0.13% | +23.53% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.70% | — | +4.97% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.68% | — | -15.26% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | — | +27.16% | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.65% | — | -0.10% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | +0.14% | +0.17% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.64% | — | +213.34% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.64% | — | +49.66% | |
| 47 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.63% | — | +1780.12% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.63% | — | — | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.60% | — | +15.65% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | — | +3.44% |