CIK: 0001962465
申告総資産額
$1.7億
上位200銘柄を表示中（全202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 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 7.38% | -0.17% | +0.13% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.09% | -0.22% | +3.07% | |
| 3 | PMO | Putnam Municipal Oppor | 株式-その他 | 3.26% | -0.12% | — | |
| 4 | BKT | Blackrock Income Trust | 株式-その他 | 2.86% | -0.07% | -0.75% | |
| 5 | EVN | Eaton Vance Muni INC Tr | 株式-その他 | 2.80% | -0.09% | +0.01% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.99% | +0.48% | +24.19% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.98% | -0.09% | +0.12% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.94% | -0.12% | -1.28% | |
| 9 | MYI | Blackrock Muniyield Qlty Iii | 株式-その他 | 1.78% | +1.05% | +0.01% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.75% | +0.04% | -0.02% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.73% | -0.17% | +128.42% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.64% | -0.22% | — | |
| 13 | NBH | Neuberger Municipal Fund INC | 株式-その他 | 1.54% | — | — | |
| 14 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 1.50% | — | — | |
| 15 | MQY | Blackrock Muniyield Quality | 株式-その他 | 1.50% | +0.23% | -0.83% | |
| 16 | MHD | Blackrock Muniholdings Fund | 株式-その他 | 1.47% | +1.27% | +0.01% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.42% | -0.06% | -0.47% | |
| 18 | GE | General Electric | 株式-資本財 | 1.32% | -0.13% | +0.60% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.21% | -0.15% | -0.07% | |
| 20 | EIM | Eaton Vance Municipal Bond | 株式-その他 | 1.15% | — | — | |
| 21 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.13% | — | -0.18% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.08% | +0.39% | +0.97% | |
| 23 | EOT | Eaton Vance National Municip | 株式-その他 | 0.95% | — | -4.97% | |
| 24 | KTF | Dws Municipal Income Trust | 株式-その他 | 0.94% | — | -8.07% | |
| 25 | NXP | Nuveen Select Tax-free INC | 株式-その他 | 0.91% | +0.10% | -9.85% | |
| 26 | XPCQX | Pimco California Muni INC Fd | 株式-その他 | 0.90% | — | — | |
| 27 | XMVFX | Blackrock Munivest Fund | 株式-その他 | 0.89% | -0.75% | EXIT | |
| 28 | DFAI | Dimensional International Co | ETF-その他 | 0.88% | +0.24% | +3.25% | |
| 29 | FITB | Fifth Third Bancorp | 株式-金融 | 0.88% | — | — | |
| 30 | XMUIX | Blackrock Municipal Income | 株式-その他 | 0.85% | — | -5.57% | |
| 31 | DFAT | Dimensional US Target Value | ETF-その他 | 0.84% | +0.12% | +0.24% | |
| 32 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.78% | — | — | |
| 33 | C | Citigroup INC | 株式-金融 | 0.78% | — | — | |
| 34 | MMU | Western Asset Managed Munici | 株式-その他 | 0.74% | — | — | |
| 35 | BGT | Blackrock Fltng Rt INC Tr | 株式-その他 | 0.74% | — | -9.85% | |
| 36 | MHD | BlackRock MuniHoldings Fund, Inc. | 株式-その他 | 0.71% | -0.58% | EXIT | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.71% | +0.10% | +50.91% | |
| 38 | MUC | Blackrock Munihold Ca Qlty | 株式-その他 | 0.68% | +0.45% | +6.41% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.67% | -0.17% | +10.59% | |
| 40 | JFR | Nuveen Floating Rate Income | 株式-その他 | 0.66% | — | -5.33% | |
| 41 | XEVVX | Eaton Vance LTD Durat INC | 株式-その他 | 0.65% | — | +5.08% | |
| 42 | BLE | Blackrock Muni INC Tr Ii | 株式-その他 | 0.65% | -0.61% | EXIT | |
| 43 | BHK | Blackrock Core Bond Trust | 株式-その他 | 0.63% | — | — | |
| 44 | MUA | Blackrock Muniassets Fund | 株式-その他 | 0.63% | +0.24% | -0.49% | |
| 45 | GEV | GE Vernova INC | 株式-資本財 | 0.61% | +0.32% | +0.62% | |
| 46 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.58% | — | +1.50% | |
| 47 | XBFZX | Blackrock Ca Muni INC Tr | 株式-その他 | 0.57% | -0.47% | EXIT | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.56% | — | — | |
| 49 | VLT | Invesco High Income Trust Ii | 株式-その他 | 0.55% | — | -3.93% | |
| 50 | HYT | Blackrock CORP Hi Yld | 株式-その他 | 0.54% | — | -4.36% |