CIK: 0002056752
申告総資産額
$1.4億
| # | 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 | DFAI | Dimensional International Co | ETF-その他 | 6.68% | +0.07% | +2.65% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.00% | -0.48% | +1.36% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.26% | — | +2.39% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 4.14% | +2.06% | +26.67% | |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 3.93% | — | +5.75% | |
| 6 | DFAT | Dimensional US Target Value | ETF-その他 | 3.78% | +0.12% | +10.33% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.49% | -0.43% | -3.35% | |
| 8 | TGRW | T Rowe Price Growth Stock Et | ETF-その他 | 2.66% | -0.36% | — | |
| 9 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 2.42% | +0.45% | +48.64% | |
| 10 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 2.18% | — | -5.19% | |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.11% | +0.09% | +6.11% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.07% | +0.05% | +15.50% | |
| 13 | PWR | Quanta Services INC | 株式-資本財 | 1.96% | -0.30% | -0.32% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.85% | — | -3.16% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.85% | — | +24.01% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.85% | +0.85% | -10.87% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.82% | -0.18% | +1.92% | |
| 18 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.77% | -0.35% | +1.10% | |
| 19 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.72% | — | -0.66% | |
| 20 | SMAY | Ft Vest U.s. Small Cap Moder | ETF-中小型株 | 1.63% | — | -0.64% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.60% | -0.25% | +1.16% | |
| 22 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.58% | -0.16% | -10.56% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.43% | -0.12% | +3.71% | |
| 24 | QCJL | Ft Nsdq 100 Cn Buff Etf-jul | ETF-その他 | 1.40% | — | -8.79% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 1.34% | -0.25% | +0.33% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.30% | — | +4.63% | |
| 27 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.29% | -0.12% | +100.02% | |
| 28 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 1.28% | -0.11% | -5.09% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 1.11% | -0.22% | +2.65% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.08% | -0.13% | +0.02% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.00% | — | +28.25% | |
| 32 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.00% | +0.07% | — | |
| 33 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.93% | -0.32% | -8.75% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.92% | +0.22% | -4.37% | |
| 35 | SEIX | Virtus Seix Senior Loan ETF | ETF-その他 | 0.84% | — | +59.45% | |
| 36 | AMD | Advanced Micro Devices | 株式-IT | 0.82% | — | +0.53% | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.79% | -0.13% | +0.72% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | — | +1.41% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.77% | -0.13% | +2.14% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.66% | — | +0.21% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | -0.12% | |
| 42 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.64% | — | +0.33% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | +1.32% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | — | +0.94% | |
| 45 | QCOM | Qualcomm INC | 株式-IT | 0.63% | -0.17% | +0.14% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.62% | — | +0.03% | |
| 47 | AZZ | Azz INC | 株式-資本財 | 0.56% | +0.73% | — | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | — | +0.12% | |
| 49 | NAN | Nuveen Ny Qlty Muni INC | 株式-その他 | 0.54% | +0.08% | — | |
| 50 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.53% | +0.08% | -0.36% |