CIK: 0001859259
申告総資産額
$4.9億
上位200銘柄を表示中（全232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 | 3.51% | +0.15% | +10.87% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.11% | — | +5.69% | |
| 3 | DFAI | Dimensional International Co | ETF-その他 | 2.87% | -0.08% | -5.90% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 2.71% | -0.14% | -0.66% | |
| 5 | MFSB | Mfs Active Core Plus Bond | ETF-その他 | 2.66% | — | +1.44% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.61% | — | +2.29% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-その他 | 2.24% | +0.25% | +7.39% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.89% | +0.25% | -6.82% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.82% | — | +8.40% | |
| 10 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 1.72% | — | -0.94% | |
| 11 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 1.68% | -0.02% | +8.79% | |
| 12 | ROUS | Hartford Multifact US Eqty | ETF-その他 | 1.66% | +0.01% | +0.89% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.64% | +0.83% | +13.74% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.52% | +0.12% | +17.35% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.48% | — | -5.39% | |
| 16 | FYLD | Cambria Foreign Shareholder | ETF-その他 | 1.47% | — | -2.29% | |
| 17 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.43% | -0.29% | -12.82% | |
| 18 | NTSX | Wisdomtree US Efficient Core | ETF-その他 | 1.40% | +0.01% | -3.45% | |
| 19 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 1.40% | -0.33% | +6.69% | |
| 20 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.36% | -0.26% | -2.20% | |
| 21 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.35% | -0.26% | -1.20% | |
| 22 | ENDW | Cambria Endowment Style ETF | ETF-その他 | 1.31% | — | -12.36% | |
| 23 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 1.27% | — | +4.21% | |
| 24 | BUFP | Pgim Laddered S&p 500 Buffer | ETF-大型株・グロース | 1.27% | -0.02% | +0.95% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.16% | — | +5.22% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.11% | +0.14% | -7.04% | |
| 27 | GDE | Wisdomtree Efficient Gold Pl | ETF-コモディティ | 1.10% | -0.02% | +80.76% | |
| 28 | TXUE | Thornburg Interntin Eqty ETF | ETF-その他 | 1.10% | — | +13.83% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.08% | -0.01% | -2.40% | |
| 30 | DSTL | Distillate US Fundamental St | ETF-その他 | 1.05% | — | -0.29% | |
| 31 | RPAR | Rpar Risk Parity ETF | ETF-その他 | 1.04% | — | +2.81% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.00% | +0.13% | -11.02% | |
| 33 | RSST | Return Stacked US Sm Ftr ETF | ETF-その他 | 1.00% | +0.14% | +104.10% | |
| 34 | TRTY | Cambria Trinity ETF | ETF-その他 | 0.99% | — | +3.90% | |
| 35 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.96% | -0.21% | +0.58% | |
| 36 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.91% | — | -1.87% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.86% | — | +140.05% | |
| 38 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 0.85% | +0.03% | +6.17% | |
| 39 | RECS | Columbia Resear Enh Cor ETF | ETF-その他 | 0.84% | — | +1.15% | |
| 40 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-その他 | 0.84% | +0.16% | +101.80% | |
| 41 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 0.81% | -0.17% | -11.88% | |
| 42 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.81% | +0.16% | +1.39% | |
| 43 | MBB | Ishares Mbs ETF | ETF-その他 | 0.77% | — | -9.80% | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.74% | — | -4.51% | |
| 45 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 0.71% | +0.03% | -6.17% | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.70% | — | +31.14% | |
| 47 | EYLD | Cambria Emerg Shrhldr Yield | ETF-その他 | 0.69% | — | -1.71% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.68% | — | +51.51% | |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.64% | — | +47.87% | |
| 50 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 0.62% | +0.03% | +31.05% |