CIK: 0001934226
申告総資産額
$1.7億
| # | 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 | AVLC | Avantis US Lg Cap Eq ETF | ETF-その他 | 24.22% | -1.26% | +3.84% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 11.20% | -0.51% | -0.95% | |
| 3 | DFIC | Dimensional International Co | ETF-その他 | 8.34% | -0.66% | +3.55% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 5.89% | -0.28% | +6.10% | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 4.70% | -0.48% | +9.13% | |
| 6 | AVNV | Avantis All Intl Mkt Val ETF | ETF-その他 | 4.38% | -0.29% | +3.80% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 4.28% | -0.31% | +8.10% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 4.18% | -0.74% | +8.64% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-その他 | 3.36% | -0.22% | -0.01% | |
| 10 | AVSC | Avantis US Small Cap Equity | ETF-中小型株 | 2.86% | — | +7.39% | |
| 11 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.66% | -0.12% | -0.05% | |
| 12 | AVXC | Avantis Emg Mkt Ex China ETF | ETF-新興国市場 | 2.64% | +0.06% | +2.37% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.14% | -0.13% | -3.90% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.01% | -0.24% | -1.57% | |
| 15 | AVGE | Avantis All Eqty Mrkts ETF | ETF-その他 | 1.66% | -0.16% | +19.48% | |
| 16 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.51% | -0.06% | -3.70% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.29% | +0.12% | -4.21% | |
| 18 | IEV | Ishares Europe ETF | ETF-その他 | 1.10% | -0.15% | -3.81% | |
| 19 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.96% | -0.06% | +11.69% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.78% | +0.18% | -2.44% | |
| 21 | AVDE | Avantis International Equity | ETF-その他 | 0.69% | -0.17% | -6.42% | |
| 22 | BLES | Inspire Global Hope ETF | ETF-その他 | 0.62% | -0.06% | +4.80% | |
| 23 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.53% | +0.05% | -0.07% | |
| 24 | TPIF | Timothy Plan Intl ETF | ETF-その他 | 0.53% | -0.06% | -2.73% | |
| 25 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.52% | -0.04% | -0.45% | |
| 26 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 0.50% | -0.64% | +65.91% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | +0.12% | NEW | |
| 28 | AVGV | Avantis All Eq Mkts Val ETF | ETF-その他 | 0.43% | -0.04% | -3.97% | |
| 29 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.40% | -0.01% | +0.67% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.39% | — | +4.68% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.34% | — | -23.94% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.32% | — | — | |
| 33 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.32% | -0.02% | +0.36% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | +0.11% | -2.34% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.30% | -0.02% | -22.97% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.27% | — | +75.58% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.25% | +0.71% | +7.98% | |
| 38 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.23% | — | — | |
| 39 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 0.22% | -0.01% | -0.08% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | -0.01% | +6.43% | |
| 41 | IVLU | Ishares Msci International V | ETF-その他 | 0.19% | — | -30.16% | |
| 42 | GEV | GE Vernova INC | 株式-資本財 | 0.18% | +0.01% | +0.25% | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 0.18% | — | +3.45% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.18% | — | -4.33% | |
| 45 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.18% | — | -40.26% | |
| 46 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.17% | -0.03% | -0.38% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.17% | -0.02% | — | |
| 48 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 0.16% | — | -4.66% | |
| 49 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.15% | — | — | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.14% | — | — |