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 | 9.88% | -0.04% | +17.23% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 6.05% | +0.23% | +4.67% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.87% | +0.33% | +5.28% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.98% | +0.23% | +8.47% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.89% | -0.17% | -3.85% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.82% | +0.12% | +16.08% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.79% | -0.01% | +5.30% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.62% | +1.09% | +3.11% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.49% | -0.01% | +2.40% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.75% | -0.75% | -21.75% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.59% | — | +17.89% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.58% | -0.69% | -18.50% | |
| 13 | PSQA | Plmr Sq Senior Debt ETF | ETF-その他 | 1.38% | — | +4.90% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.35% | +0.16% | -1.92% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.33% | +0.06% | -35.60% | |
| 16 | DFAI | Dimensional International Co | ETF-その他 | 1.32% | +0.02% | +15.43% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.31% | — | +1.96% | |
| 18 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 1.17% | — | +5.65% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.16% | — | +1.02% | |
| 20 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 1.14% | — | +4.34% | |
| 21 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 1.06% | -0.01% | +14.65% | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.04% | -0.53% | -18.34% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.04% | — | -1.70% | |
| 24 | DFIC | Dimensional International Co | ETF-その他 | 0.99% | — | -3.85% | |
| 25 | PWB | Invesco Large Cap Growth ETF | ETF-大型株・グロース | 0.94% | +0.63% | +44.07% | |
| 26 | CORO | Ish Intl Ctry Rot Act ETF | ETF-その他 | 0.90% | +0.50% | — | |
| 27 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.87% | +0.46% | +48.64% | |
| 28 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.79% | -0.21% | — | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.77% | — | -2.45% | |
| 30 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.77% | +0.12% | +5.19% | |
| 31 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.77% | — | -1.34% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.76% | +0.07% | +9.32% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.73% | -0.21% | +0.67% | |
| 34 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 0.68% | — | -3.59% | |
| 35 | SOFI | Sofi Technologies INC | 株式-金融 | 0.62% | — | -2.14% | |
| 36 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.62% | — | -3.37% | |
| 37 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.61% | -0.20% | +8.30% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.60% | — | -5.46% | |
| 39 | MODL | Victoryshares Westend US Sec | ETF-その他 | 0.59% | +0.08% | +7.94% | |
| 40 | IMFL | Invesco Int Dvlp Dyn Multi | ETF-その他 | 0.59% | -0.25% | +45.32% | |
| 41 | CSX | Csx CORP | 株式-資本財 | 0.58% | — | -2.54% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.56% | -0.30% | +10.80% | |
| 43 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-その他 | 0.54% | +0.11% | — | |
| 44 | DFSD | Dimensional Short Duration | ETF-その他 | 0.54% | — | +5.47% | |
| 45 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 0.52% | — | +41.09% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.51% | — | -0.78% | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.51% | +0.36% | +32.12% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | — | -2.32% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | — | +0.18% | |
| 50 | SO | Southern Co/the | 株式-公益事業 | 0.49% | — | +0.35% |