CIK: 0001819955
申告総資産額
$5.7億
| # | 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 | 15.42% | +0.41% | -6.17% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 9.84% | -0.91% | -7.00% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 9.39% | +0.58% | -4.26% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 6.94% | +0.88% | -6.61% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 6.50% | -0.16% | -2.65% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-その他 | 6.34% | +0.79% | -6.65% | |
| 7 | IUS | Invesco Rafi Strategic US Et | ETF-その他 | 5.42% | +0.13% | +0.76% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.47% | -1.00% | -9.05% | |
| 9 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.36% | +0.52% | -7.43% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.98% | -0.08% | -11.44% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.92% | -2.38% | -0.37% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.76% | +0.20% | -3.59% | |
| 13 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 2.53% | -0.34% | -14.93% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.97% | -0.02% | -49.27% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.88% | +0.03% | -11.64% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.20% | -0.07% | -0.56% | |
| 17 | AIQ | Global X Art Intel & Tech | ETF-テック型 | 1.11% | +0.16% | — | |
| 18 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.96% | — | -5.87% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.74% | -0.34% | -1.99% | |
| 20 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.67% | — | — | |
| 21 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.65% | +0.08% | -4.87% | |
| 22 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.50% | +0.06% | -15.98% | |
| 23 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.49% | +0.06% | -10.03% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | +0.04% | +2.38% | |
| 25 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.44% | +0.02% | -6.30% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | — | -4.07% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.41% | -0.02% | -17.45% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 0.41% | +0.23% | -1.39% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.39% | -0.12% | -0.08% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.32% | — | -20.40% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.30% | -0.30% | EXIT | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.26% | +0.14% | -18.14% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.25% | — | -1.75% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.25% | — | -0.99% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.25% | -0.02% | -11.05% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.24% | +0.21% | -9.49% | |
| 37 | MBB | Ishares Mbs ETF | ETF-その他 | 0.24% | — | -10.38% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.24% | -0.03% | -1.33% | |
| 39 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.21% | — | -5.07% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.21% | — | -0.18% | |
| 41 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.21% | — | — | |
| 42 | GE | General Electric | 株式-資本財 | 0.19% | — | -3.29% | |
| 43 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.19% | — | -55.97% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.18% | — | +0.57% | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.18% | -0.02% | +5.48% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.17% | — | -1.32% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.17% | — | -0.67% | |
| 48 | XLF | Ss Financial Select Sector | ETF-その他 | 0.16% | -0.16% | EXIT | |
| 49 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.15% | — | +3.02% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.14% | — | +808.30% |