CIK: 0001845743
申告総資産額
$3.1億
| # | 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 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 6.43% | -0.04% | +0.02% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 6.16% | +0.23% | -0.77% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-その他 | 4.34% | +0.33% | +10.85% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.33% | -0.17% | +11.31% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.09% | -0.69% | -6.96% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.04% | +1.09% | -5.35% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.88% | -0.01% | +10.95% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.83% | +0.12% | -4.90% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.75% | -0.01% | -26.95% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.42% | -0.75% | -8.30% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.40% | +0.23% | +8.51% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.07% | +0.06% | +23.26% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.94% | — | -0.86% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.46% | -0.53% | +71.02% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | — | +11.01% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.34% | — | -1.95% | |
| 17 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.31% | — | +116.96% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.30% | +0.16% | +20.99% | |
| 19 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 1.27% | — | +62.58% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.27% | — | -14.67% | |
| 21 | PSQA | Plmr Sq Senior Debt ETF | ETF-その他 | 1.25% | — | +32.33% | |
| 22 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 1.21% | — | +0.05% | |
| 23 | SOFI | Sofi Technologies INC | 株式-金融 | 1.18% | — | -57.12% | |
| 24 | DFIC | Dimensional International Co | ETF-その他 | 1.08% | — | -1.36% | |
| 25 | DFAI | Dimensional International Co | ETF-その他 | 1.07% | +0.02% | +12.79% | |
| 26 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.87% | — | -0.04% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.86% | -0.21% | -6.37% | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.77% | — | -2.84% | |
| 29 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.77% | +0.12% | +134.12% | |
| 30 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 0.77% | — | -1.65% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.74% | +0.07% | -13.31% | |
| 32 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 0.68% | -0.01% | +78.75% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.66% | — | -3.63% | |
| 34 | DFSD | Dimensional Short Duration | ETF-その他 | 0.64% | — | +9.53% | |
| 35 | MODL | Victoryshares Westend US Sec | ETF-その他 | 0.62% | +0.08% | +78.78% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.57% | +0.28% | -57.33% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.55% | — | -4.98% | |
| 38 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.55% | — | -0.11% | |
| 39 | CSX | Csx CORP | 株式-資本財 | 0.55% | — | +0.55% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | — | +10.02% | |
| 41 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.52% | -0.25% | +71.50% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.51% | +0.06% | +2.41% | |
| 43 | MBB | Ishares Mbs ETF | ETF-その他 | 0.51% | — | +2.34% | |
| 44 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.49% | — | +19.00% | |
| 45 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 0.49% | -0.24% | +15.61% | |
| 46 | SO | Southern Co/the | 株式-公益事業 | 0.49% | — | +7.20% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.47% | +0.18% | -53.44% | |
| 48 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.47% | -0.20% | +2.25% | |
| 49 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.47% | — | +1.17% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.47% | — | +2.10% |