CIK: 0001963728
申告総資産額
$1.5億
| # | 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 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 5.85% | -0.12% | -2.58% | |
| 2 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 4.62% | -0.09% | +16.03% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.84% | -0.29% | +200.00% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.58% | +0.14% | +159.65% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.47% | +0.28% | -1.28% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 3.27% | — | +3.30% | |
| 7 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 2.54% | +0.91% | +2.92% | |
| 8 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 2.48% | -0.07% | +5.84% | |
| 9 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 2.45% | — | -1.20% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.10% | -0.27% | — | |
| 11 | AAPL | Apple INC | 株式-IT | 2.08% | -0.10% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.91% | -0.08% | -15.95% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.89% | -0.25% | +5.49% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.57% | -0.08% | — | |
| 15 | QMOM | Alpha US Quant Mom ETF | ETF-その他 | 1.51% | +0.06% | — | |
| 16 | FLBL | Franklin Senior Loan ETF | ETF-その他 | 1.44% | — | +0.12% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | -0.06% | — | |
| 18 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.18% | — | — | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.16% | — | +2.02% | |
| 20 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.11% | +2.37% | -1.44% | |
| 21 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 1.04% | — | +41.84% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.04% | +0.12% | — | |
| 23 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.03% | -0.09% | -6.11% | |
| 24 | LONZ | Pimco Senior Loan Active ETF | ETF-その他 | 1.00% | — | — | |
| 25 | CRM | Salesforce INC | 株式-IT | 0.99% | -0.09% | — | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.97% | — | +193.97% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.95% | — | -4.77% | |
| 28 | PFFV | Global X Variable Rate Pref | ETF-その他 | 0.95% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | -0.06% | — | |
| 30 | NPFD | Nuveen Var Rt Pref & INC | 株式-その他 | 0.91% | -0.07% | -0.81% | |
| 31 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.88% | +0.04% | — | |
| 32 | DELL | Dell Technologies -c | 株式-IT | 0.85% | +0.11% | — | |
| 33 | VFMF | Vanguard US Multifactor ETF | ETF-その他 | 0.84% | — | — | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.82% | — | — | |
| 35 | AVDE | Avantis International Equity | ETF-その他 | 0.82% | +0.10% | -3.93% | |
| 36 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-その他 | 0.76% | — | — | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | — | — | |
| 38 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.73% | — | -2.19% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.73% | +0.08% | — | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.71% | -0.07% | — | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | — | |
| 42 | MBB | Ishares Mbs ETF | ETF-その他 | 0.70% | — | — | |
| 43 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.68% | — | — | |
| 44 | PGR | Progressive CORP | 株式-金融 | 0.66% | — | — | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | +0.04% | — | |
| 46 | DE | Deere & Co | 株式-資本財 | 0.55% | +0.05% | — | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | — | |
| 48 | IBN | Icici Bank Ltd-spon Adr | 株式-金融 | 0.54% | -0.06% | — | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.53% | — | — | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | — | — |