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 | 11.06% | +0.30% | +7.23% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 9.70% | +0.30% | +0.85% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 7.18% | +0.15% | +3.39% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 7.04% | -0.59% | -2.44% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.83% | -0.01% | +4.79% | |
| 6 | DFAI | Dimensional International Co | ETF-その他 | 5.50% | +0.82% | +8.23% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.81% | -0.55% | +2.18% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.04% | -0.25% | +0.55% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 3.96% | +0.08% | -20.36% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.02% | +0.33% | +3.68% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.73% | +0.29% | +1.93% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.52% | +0.03% | +73.83% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.40% | -0.16% | -4.44% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.20% | -0.12% | -3.55% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.01% | -0.37% | -2.47% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.96% | -0.19% | -2.25% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.96% | -0.20% | +0.71% | |
| 18 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.81% | +0.43% | +4.37% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.57% | -0.23% | -4.98% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 1.50% | -0.17% | -2.39% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 1.35% | -0.06% | -5.59% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.30% | +0.12% | +24.41% | |
| 23 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 1.27% | +0.14% | +31.04% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.90% | -0.07% | -9.82% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.69% | -0.08% | -1.61% | |
| 26 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.64% | — | -19.76% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.60% | — | +3.92% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.54% | +0.03% | -16.02% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.51% | -0.04% | -6.11% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.50% | +0.06% | +9.53% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.47% | +0.05% | -0.45% | |
| 32 | AAPL | Apple INC | 株式-IT | 0.38% | — | +26.04% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.37% | -0.03% | +3.04% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.37% | -0.02% | -2.51% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.37% | — | -0.14% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.37% | — | +3.15% | |
| 37 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.32% | +0.06% | +63.90% | |
| 38 | FPEI | First Trust Institutional Pr | ETF-その他 | 0.30% | — | -4.71% | |
| 39 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.29% | -0.03% | +8.44% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.26% | +0.03% | -3.74% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.25% | — | -1.89% | |
| 42 | SNA | Snap-on INC | 株式-資本財 | 0.24% | — | +0.62% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.24% | — | +20.06% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.24% | — | -14.14% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | — | -2.02% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.21% | — | +4.75% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.21% | — | -0.02% | |
| 48 | BRO | Brown & Brown INC | 株式-金融 | 0.21% | -0.03% | +0.13% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.20% | — | +50.78% | |
| 50 | KR | Kroger Co | 株式-生活必需品 | 0.17% | — | +0.08% |