CIK: 0001964538
申告総資産額
$1.6億
上位200銘柄を表示中（全372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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 12.37% | -1.58% | -22.01% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 9.16% | +1.11% | -14.66% | |
| 3 | DFAI | Dimensional International Co | ETF-その他 | 8.13% | -1.13% | -17.71% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 8.03% | +0.58% | -14.16% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 7.92% | -0.64% | -14.61% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.57% | -0.77% | -46.65% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.40% | -0.35% | -13.73% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 5.52% | -0.71% | -19.20% | |
| 9 | CGIE | Cap Group Intl Equity | ETF-その他 | 4.22% | -0.52% | -14.57% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 4.11% | -0.51% | -20.27% | |
| 11 | L | Loews CORP | 株式-金融 | 2.87% | -0.22% | -49.56% | |
| 12 | PAR | Par Technology Corp/del | 株式-その他 | 2.24% | — | -52.64% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.98% | — | -55.54% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.68% | -0.26% | +49.59% | |
| 15 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.60% | -0.11% | +48.09% | |
| 16 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-その他 | 0.53% | — | -15.24% | |
| 17 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.52% | +0.21% | -17.34% | |
| 18 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 0.51% | — | -18.34% | |
| 19 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-その他 | 0.51% | — | -18.31% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.51% | -0.06% | -22.07% | |
| 21 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.45% | — | -43.10% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.44% | -0.04% | -14.06% | |
| 23 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.43% | +0.21% | -37.80% | |
| 24 | HROW | Harrow INC | 株式-その他 | 0.41% | — | — | |
| 25 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-その他 | 0.40% | — | +76.75% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.28% | — | -25.23% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.27% | — | -21.94% | |
| 28 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-その他 | 0.23% | — | -21.04% | |
| 29 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-その他 | 0.23% | — | -21.06% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.23% | — | -18.44% | |
| 31 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.22% | — | -35.04% | |
| 32 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.22% | -0.08% | -25.66% | |
| 33 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-その他 | 0.22% | — | -25.62% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.21% | — | -37.22% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | — | -64.31% | |
| 36 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-その他 | 0.17% | — | — | |
| 37 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.15% | — | -64.23% | |
| 38 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 0.15% | -0.08% | -57.77% | |
| 39 | LLYVK* | Liberty Media Corp-liberty-c | 株式-その他 | 0.13% | — | -63.73% | |
| 40 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.13% | -0.07% | — | |
| 41 | DSTL | Distillate US Fundamental St | ETF-その他 | 0.12% | — | — | |
| 42 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.12% | — | -13.77% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.12% | — | +92.03% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.12% | — | -15.80% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.12% | — | -52.09% | |
| 46 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.12% | — | -27.45% | |
| 47 | CPAY | Corpay INC | 株式-IT | 0.12% | — | -26.00% | |
| 48 | VRSN | Verisign INC | 株式-IT | 0.12% | — | -23.64% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.12% | +0.13% | NEW | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.11% | — | -14.37% |