CIK: 0001859259
申告総資産額
$4.9億
上位200銘柄を表示中（全218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 | AAPL | Apple INC | 株式-IT | 3.61% | +0.15% | +3.36% | |
| 2 | DFAI | Dimensional International Co | ETF-その他 | 3.18% | -0.08% | -0.76% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.17% | — | +0.45% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.11% | -0.14% | +2.52% | |
| 5 | MFSB | Mfs Active Core Plus Bond | ETF-その他 | 2.83% | — | -4.07% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.62% | — | +0.67% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-その他 | 2.28% | +0.25% | +1.51% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.27% | +0.25% | -0.24% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.80% | — | +15.44% | |
| 10 | ROUS | Hartford Multifact US Eqty | ETF-その他 | 1.71% | +0.01% | +0.33% | |
| 11 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 1.70% | — | -18.77% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.68% | — | -1.58% | |
| 13 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 1.67% | -0.02% | +6.08% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.63% | +0.83% | -2.44% | |
| 15 | NTSX | Wisdomtree US Efficient Core | ETF-その他 | 1.63% | +0.01% | -1.14% | |
| 16 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.60% | -0.29% | -3.73% | |
| 17 | ENDW | Cambria Endowment Style ETF | ETF-その他 | 1.54% | — | +2.65% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.48% | +0.12% | +81.36% | |
| 19 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.46% | -0.26% | -0.08% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.42% | +0.14% | -5.85% | |
| 21 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 1.40% | -0.33% | -5.19% | |
| 22 | FYLD | Cambria Foreign Shareholder | ETF-その他 | 1.39% | — | +2.94% | |
| 23 | BUFP | Pgim Laddered S&p 500 Buffer | ETF-大型株・グロース | 1.35% | -0.02% | +2.26% | |
| 24 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.23% | -0.26% | +3.08% | |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.22% | +0.13% | -2.34% | |
| 26 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 1.21% | — | +33.90% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.17% | — | -5.99% | |
| 28 | DSTL | Distillate US Fundamental St | ETF-その他 | 1.14% | — | +10.61% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.10% | -0.01% | +4.95% | |
| 30 | RPAR | Rpar Risk Parity ETF | ETF-その他 | 1.04% | — | +13.03% | |
| 31 | TXUE | Thornburg Interntin Eqty ETF | ETF-その他 | 1.00% | — | +2.58% | |
| 32 | TRTY | Cambria Trinity ETF | ETF-その他 | 0.97% | — | +3.09% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.93% | -0.21% | +5.97% | |
| 34 | RECS | Columbia Resear Enh Cor ETF | ETF-その他 | 0.93% | — | +0.92% | |
| 35 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.93% | — | +0.70% | |
| 36 | MBB | Ishares Mbs ETF | ETF-その他 | 0.91% | — | +0.99% | |
| 37 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 0.88% | -0.17% | -6.63% | |
| 38 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.85% | +0.16% | +226.70% | |
| 39 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 0.84% | +0.03% | +13.38% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.82% | — | -3.69% | |
| 41 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 0.76% | +0.03% | +1.80% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.74% | — | -1.36% | |
| 43 | IGEB | Ishares Investment Grade Sys | ETF-投資適格社債 | 0.74% | -0.20% | +3.34% | |
| 44 | PJFG | Pgim Jennison Focused Growth | ETF-その他 | 0.74% | -0.57% | EXIT | |
| 45 | EYLD | Cambria Emerg Shrhldr Yield | ETF-その他 | 0.69% | — | +5.89% | |
| 46 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.64% | +0.06% | -9.77% | |
| 47 | GDE | Wisdomtree Efficient Gold Pl | ETF-コモディティ | 0.63% | -0.02% | +24.85% | |
| 48 | NTSI | Wisdomtree International Eff | ETF-その他 | 0.58% | — | +10.77% | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.58% | +0.07% | -3.19% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | — | +13.96% |