CIK: 0001977444
申告総資産額
$2.1億
| # | 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 | DUHP | Dimensional US High Profi Et | ETF-その他 | 13.50% | — | -11.94% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 9.65% | -3.24% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.36% | -0.90% | -15.01% | |
| 4 | FVAL | Fidelity Value Factor ETF | ETF-その他 | 6.56% | — | +24.36% | |
| 5 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 6.50% | — | — | |
| 6 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 6.23% | — | — | |
| 7 | IDMO | Invesco S&p International De | ETF-その他 | 5.97% | — | — | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.41% | — | -2.54% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.30% | — | -49.89% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 4.32% | -0.52% | -2.35% | |
| 11 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 4.06% | +0.26% | NEW | |
| 12 | DFIV | Dimensional International Va | ETF-その他 | 3.98% | +1.44% | +5.68% | |
| 13 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 3.84% | — | — | |
| 14 | EPI | Wisdomtree India Earnings | ETF-その他 | 3.50% | — | -2.67% | |
| 15 | DISV | Dimensional International Sm | ETF-その他 | 1.83% | -1.49% | +3.11% | |
| 16 | EEMO | Invesco S&p Emerging Markets | ETF-新興国市場 | 1.44% | — | — | |
| 17 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.33% | — | -1.53% | |
| 18 | IOO | Ishares Global 100 ETF | ETF-その他 | 1.20% | -0.03% | +156.85% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.15% | — | — | |
| 20 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 0.96% | — | -72.15% | |
| 21 | DIHP | Dimensional International Hi | ETF-その他 | 0.93% | — | -86.56% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.74% | +0.08% | -1.11% | |
| 23 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.55% | -0.27% | EXIT | |
| 24 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.32% | — | -88.79% | |
| 25 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 0.30% | — | -88.45% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.29% | — | — | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.27% | — | — | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.26% | +0.09% | +26.24% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.24% | — | +11.95% |