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 | 8.64% | -0.04% | +42.01% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 6.01% | +0.23% | +0.11% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.89% | +0.33% | -7.72% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.21% | -0.17% | -1.18% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.90% | -0.01% | -0.80% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.82% | +1.09% | -4.26% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.81% | +0.23% | +20.23% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.60% | -0.01% | -2.64% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.60% | +0.12% | -5.63% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.20% | -0.75% | -9.34% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.05% | -0.69% | -31.41% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.02% | +0.06% | +1.15% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.71% | — | -0.69% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.53% | — | +7.84% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.53% | +0.16% | -3.83% | |
| 16 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.40% | -0.53% | -2.10% | |
| 17 | PSQA | Plmr Sq Senior Debt ETF | ETF-その他 | 1.34% | — | +12.81% | |
| 18 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.26% | — | -1.94% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.23% | — | -3.10% | |
| 20 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 1.21% | — | -1.82% | |
| 21 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 1.17% | — | -0.37% | |
| 22 | DFAI | Dimensional International Co | ETF-その他 | 1.14% | +0.02% | +7.40% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.09% | — | -9.30% | |
| 24 | SOFI | Sofi Technologies INC | 株式-金融 | 1.07% | — | -3.87% | |
| 25 | DFIC | Dimensional International Co | ETF-その他 | 1.02% | — | -4.91% | |
| 26 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 0.97% | -0.01% | +51.10% | |
| 27 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.82% | — | -1.10% | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.76% | — | -0.19% | |
| 29 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.76% | +0.12% | +5.78% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.76% | +0.07% | +7.35% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.74% | -0.21% | -8.49% | |
| 32 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 0.72% | — | +1.20% | |
| 33 | PWB | Invesco Large Cap Growth ETF | ETF-大型株・グロース | 0.67% | +0.63% | — | |
| 34 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.63% | — | -4.07% | |
| 35 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.61% | -0.20% | +40.40% | |
| 36 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.59% | +0.46% | — | |
| 37 | MODL | Victoryshares Westend US Sec | ETF-その他 | 0.59% | +0.08% | -2.71% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | — | +3.95% | |
| 39 | CSX | Csx CORP | 株式-資本財 | 0.54% | — | +0.51% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.53% | — | +29.77% | |
| 41 | DFSD | Dimensional Short Duration | ETF-その他 | 0.52% | — | -13.89% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.52% | — | -0.57% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.52% | — | -3.52% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.50% | +0.06% | -1.53% | |
| 45 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.50% | — | -4.28% | |
| 46 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.49% | -0.30% | +100.98% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.47% | — | -1.48% | |
| 48 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.46% | — | +0.61% | |
| 49 | MBB | Ishares Mbs ETF | ETF-その他 | 0.45% | — | -5.95% | |
| 50 | SO | Southern Co/the | 株式-公益事業 | 0.45% | — | +4.76% |