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 | 7.12% | -0.17% | -0.77% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.33% | -0.17% | +9.09% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.05% | -0.22% | +1.13% | |
| 4 | PMO | Putnam Municipal Oppor | 株式-その他 | 2.91% | -0.12% | -1.67% | |
| 5 | EVN | Eaton Vance Muni INC Tr | 株式-その他 | 2.47% | -0.09% | -3.41% | |
| 6 | BKT | Blackrock Income Trust | 株式-その他 | 2.32% | -0.07% | -0.68% | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 2.26% | +0.48% | +3.22% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.92% | -0.09% | +0.01% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.89% | -0.12% | -1.81% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.69% | +0.04% | +0.05% | |
| 11 | GE | General Electric | 株式-資本財 | 1.65% | -0.13% | -21.15% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.63% | -0.22% | +0.05% | |
| 13 | MYI | Blackrock Muniyield Qlty Iii | 株式-その他 | 1.48% | +1.05% | -1.86% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.43% | -0.15% | -1.91% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.39% | -0.06% | +0.03% | |
| 16 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 1.33% | — | -0.47% | |
| 17 | DFAI | Dimensional International Co | ETF-その他 | 1.29% | +0.24% | +3.44% | |
| 18 | MQY | Blackrock Muniyield Quality | 株式-その他 | 1.26% | +0.23% | -0.83% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.24% | +0.39% | +29.31% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.22% | — | -1.79% | |
| 21 | MHD | Blackrock Muniholdings Fund | 株式-その他 | 1.21% | +1.27% | -5.26% | |
| 22 | NBH | Neuberger Municipal Fund INC | 株式-その他 | 1.19% | — | -9.38% | |
| 23 | C | Citigroup INC | 株式-金融 | 1.11% | — | -0.19% | |
| 24 | XPCQX | Pimco California Muni INC Fd | 株式-その他 | 1.01% | — | +12.66% | |
| 25 | EIM | Eaton Vance Municipal Bond | 株式-その他 | 0.96% | — | +3.62% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.96% | +0.10% | +2.28% | |
| 27 | GEV | GE Vernova INC | 株式-資本財 | 0.96% | +0.32% | -7.21% | |
| 28 | FITB | Fifth Third Bancorp | 株式-金融 | 0.84% | — | — | |
| 29 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.82% | — | — | |
| 30 | EOT | Eaton Vance National Municip | 株式-その他 | 0.80% | — | -4.80% | |
| 31 | DFAT | Dimensional US Target Value | ETF-その他 | 0.78% | +0.12% | +1.64% | |
| 32 | XMVFX | Blackrock Munivest Fund | 株式-その他 | 0.75% | -0.75% | EXIT | |
| 33 | NXP | Nuveen Select Tax-free INC | 株式-その他 | 0.73% | +0.10% | — | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -0.17% | -0.23% | |
| 35 | BHK | Blackrock Core Bond Trust | 株式-その他 | 0.68% | — | — | |
| 36 | KTF | Dws Municipal Income Trust | 株式-その他 | 0.68% | — | -3.99% | |
| 37 | PML | Pimco Municipal Income Fd Ii | 株式-その他 | 0.67% | — | -3.27% | |
| 38 | MMU | Western Asset Managed Munici | 株式-その他 | 0.66% | — | — | |
| 39 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.64% | — | +3.11% | |
| 40 | MUC | Blackrock Munihold Ca Qlty | 株式-その他 | 0.63% | +0.45% | -2.57% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.62% | -0.06% | +0.48% | |
| 42 | BLE | Blackrock Muni INC Tr Ii | 株式-その他 | 0.61% | -0.61% | EXIT | |
| 43 | MHD | BlackRock MuniHoldings Fund, Inc. | 株式-その他 | 0.58% | -0.58% | EXIT | |
| 44 | XEVVX | Eaton Vance LTD Durat INC | 株式-その他 | 0.57% | — | +3.03% | |
| 45 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.56% | -0.10% | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | — | — | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.54% | — | +0.34% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.54% | — | — | |
| 49 | MUA | Blackrock Muniassets Fund | 株式-その他 | 0.52% | +0.24% | -0.05% | |
| 50 | BGT | Blackrock Fltng Rt INC Tr | 株式-その他 | 0.50% | — | -2.09% |