CIK: 0001910636
申告総資産額
$3.0億
| # | 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 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 10.27% | +0.30% | +12.05% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 9.28% | +0.30% | -0.35% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 7.11% | -0.59% | -1.25% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 6.52% | +0.15% | +3.57% | |
| 5 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 6.08% | +0.08% | +2.23% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.67% | -0.01% | +3.08% | |
| 7 | DFAI | Dimensional International Co | ETF-その他 | 5.37% | +0.82% | +3.16% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.93% | -0.55% | +3.88% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.98% | -0.25% | +3.24% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.84% | +0.29% | +0.68% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.80% | -0.37% | -1.47% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.74% | +0.33% | +0.95% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.69% | -0.16% | -6.88% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.55% | -0.12% | -6.49% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.02% | -0.19% | -3.50% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.99% | -0.20% | +8.86% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.73% | -0.06% | +8.25% | |
| 18 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.72% | +0.43% | +9.01% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.67% | -0.23% | -1.93% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 1.58% | -0.17% | -2.38% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.16% | -0.07% | -18.98% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.04% | +0.12% | -8.21% | |
| 23 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 1.01% | — | +7.84% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.75% | +0.03% | +15.13% | |
| 25 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.72% | +0.14% | +38.98% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.69% | +0.03% | -16.22% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.68% | -0.08% | -5.39% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.61% | — | -11.91% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.59% | -0.04% | -28.69% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.48% | +0.06% | +28.27% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.48% | +0.05% | -2.08% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.39% | — | -20.30% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.38% | -0.02% | -8.77% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.38% | -0.03% | +7.75% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.37% | — | -16.43% | |
| 36 | FPEI | First Trust Institutional Pr | ETF-その他 | 0.33% | — | -1.01% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.30% | — | -13.48% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.30% | — | +1.71% | |
| 39 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.28% | -0.03% | -3.48% | |
| 40 | AAPL | Apple INC | 株式-IT | 0.27% | — | -0.52% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.27% | — | -16.98% | |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.24% | -0.04% | -18.80% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.24% | +0.03% | -4.32% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.23% | — | -3.10% | |
| 45 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.21% | +0.06% | +25.49% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | — | -49.79% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.20% | — | -13.38% | |
| 48 | SNA | Snap-on INC | 株式-資本財 | 0.20% | — | — | |
| 49 | BRO | Brown & Brown INC | 株式-金融 | 0.20% | -0.03% | +0.15% | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.18% | — | +0.68% |