CIK: 0001769897
申告総資産額
$55.0億
上位200銘柄を表示中（全840銘柄）
| # | 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 | NVDA | Nvidia CORP | 株式-IT | 3.50% | -0.35% | +4.00% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.85% | — | +10.57% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.48% | -0.20% | -1.61% | |
| 4 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 2.48% | — | — | |
| 5 | QGRO | American Century US Quality | ETF-その他 | 1.95% | — | +4.76% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.66% | -0.33% | +3.02% | |
| 7 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.66% | +0.01% | +7.06% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.61% | +0.03% | +5.19% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.60% | — | -3.01% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.59% | — | +11.91% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.37% | +0.03% | +6.44% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.35% | -0.26% | +14.53% | |
| 13 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 1.25% | -0.25% | +22.53% | |
| 14 | DFIC | Dimensional International Co | ETF-その他 | 1.24% | — | +1096.99% | |
| 15 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.17% | — | +7.68% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.11% | — | +19.17% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.07% | +0.06% | +5.03% | |
| 18 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 0.98% | — | +14.64% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.97% | — | +589.43% | |
| 20 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 0.96% | — | +10.98% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.95% | — | -8.19% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.90% | +0.02% | +9.72% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | -0.13% | +5.18% | |
| 24 | VFLO | Victoryshares Free Cash Flow | ETF-その他 | 0.84% | +0.05% | +52.08% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | — | +0.77% | |
| 26 | LVHI | Franklin International Low V | ETF-その他 | 0.76% | +0.08% | +10.22% | |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.74% | — | +29.64% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.73% | — | -15.87% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.69% | +0.07% | +5.27% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.69% | +0.15% | +0.80% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.68% | — | +1.80% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.66% | — | +12.72% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | — | -2.80% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.64% | +0.26% | +27.18% | |
| 35 | VUG | Vanguard Growth ETF | ETF-その他 | 0.64% | — | +0.52% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.60% | -0.15% | +11.37% | |
| 37 | CGMU | Cap Group Municipal Income | ETF-その他 | 0.59% | +0.07% | +8.61% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | — | -6.82% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | — | +2.06% | |
| 40 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.55% | -0.15% | +7.05% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | -22.84% | |
| 42 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-その他 | 0.55% | — | +8.91% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | +1.59% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.52% | +0.06% | +229.11% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.52% | — | +7.81% | |
| 46 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.52% | — | +4.22% | |
| 47 | USMF | Wisdomtree US Multifactor Fu | ETF-その他 | 0.51% | — | -1.28% | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.49% | -0.13% | -3.56% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | +3.54% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | +6.29% |