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 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 20.27% | -1.03% | +70.57% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 9.66% | -3.80% | +2993.84% | |
| 3 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 8.94% | -0.02% | — | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 6.89% | — | +21.13% | |
| 5 | URTH | Ishares Msci World ETF | ETF-その他 | 5.27% | -1.47% | — | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.60% | -0.90% | -32.19% | |
| 7 | DFIV | Dimensional International Va | ETF-その他 | 4.28% | +1.44% | — | |
| 8 | CTA | Simplify Managed Futures St | ETF-その他 | 4.03% | — | — | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.99% | — | -33.34% | |
| 10 | ENFR | Alerian Energy Infrastructur | ETF-その他 | 3.81% | — | — | |
| 11 | XLF | Ss Financial Select Sector | ETF-その他 | 3.40% | -0.44% | +4.48% | |
| 12 | AIRR | First Trust Rba American Ind | ETF-その他 | 3.29% | +0.93% | — | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-その他 | 3.10% | — | -69.64% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.96% | -0.52% | -44.95% | |
| 15 | DISV | Dimensional International Sm | ETF-その他 | 1.74% | -1.49% | — | |
| 16 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 1.68% | — | -43.51% | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.61% | — | — | |
| 18 | UFOX | Defiance Connective Tech ETF | ETF-テック型 | 1.46% | +0.11% | — | |
| 19 | QTUM | Defiance Quantum ETF | ETF-その他 | 1.43% | +1.21% | -4.28% | |
| 20 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 1.25% | -3.24% | -86.93% | |
| 21 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 1.11% | — | -80.16% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.76% | — | -17.58% | |
| 23 | MAGS | Roundhill Magnificent Seven | ETF-その他 | 0.72% | -0.23% | +41.96% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.70% | +0.09% | -10.13% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.69% | — | -82.29% | |
| 26 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.68% | -0.03% | -51.64% | |
| 27 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.67% | — | -61.09% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.60% | +0.08% | +0.05% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.51% | -0.25% | EXIT | |
| 30 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.42% | -0.27% | EXIT | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.18% | — | -6.93% | |
| 32 | NUKZ | Range Nuclear Renaissance | ETF-その他 | 0.17% | -0.01% | — | |
| 33 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.16% | — | — |