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 | AAUS | Alpha Architect US Eqy ETF | ETF-その他 | 26.04% | -1.35% | — | |
| 2 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 4.72% | -0.09% | +1.20% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.06% | +0.14% | -0.09% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.69% | -0.29% | -8.17% | |
| 5 | VTEI | Vanguard Int Tax-exempt Bond | ETF-その他 | 3.47% | — | +6.03% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.10% | +0.28% | -1.87% | |
| 7 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 2.68% | +0.91% | -0.18% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.01% | -0.12% | — | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.97% | — | -3.58% | |
| 10 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 1.97% | -0.07% | — | |
| 11 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 1.73% | — | -2.03% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.71% | -0.08% | -0.66% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.68% | -0.25% | -2.36% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.60% | -0.08% | -22.58% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.52% | -0.27% | -33.80% | |
| 16 | QMOM | Alpha US Quant Mom ETF | ETF-その他 | 1.38% | +0.06% | — | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.36% | +0.12% | -0.90% | |
| 18 | RPC | Ridgepost Capital Inc-a | 株式-その他 | 1.25% | -0.30% | -34.01% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.18% | — | -56.20% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.08% | — | -5.18% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.99% | — | +0.26% | |
| 22 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.97% | +0.04% | -1.19% | |
| 23 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 0.92% | — | — | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.90% | — | -2.28% | |
| 25 | AVDE | Avantis International Equity | ETF-その他 | 0.88% | +0.10% | — | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.87% | — | -11.83% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.87% | +0.08% | -1.25% | |
| 28 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.87% | +2.37% | -8.76% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.70% | -0.07% | -35.53% | |
| 30 | VFMF | Vanguard US Multifactor ETF | ETF-その他 | 0.66% | — | -16.35% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.63% | -0.10% | -64.40% | |
| 32 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-その他 | 0.63% | — | -4.69% | |
| 33 | MBB | Ishares Mbs ETF | ETF-その他 | 0.62% | — | — | |
| 34 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.60% | — | — | |
| 35 | PGR | Progressive CORP | 株式-金融 | 0.55% | — | -5.38% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.55% | — | — | |
| 37 | DELL | Dell Technologies -c | 株式-IT | 0.53% | +0.11% | -41.17% | |
| 38 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.53% | -0.09% | -77.67% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.51% | — | -16.90% | |
| 40 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 0.50% | -0.08% | — | |
| 41 | PFFV | Global X Variable Rate Pref | ETF-その他 | 0.47% | — | -3.26% | |
| 42 | IBN | Icici Bank Ltd-spon Adr | 株式-金融 | 0.44% | -0.06% | — | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | -0.06% | -55.89% | |
| 44 | DFAI | Dimensional International Co | ETF-その他 | 0.41% | — | — | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | -0.06% | -65.23% | |
| 46 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.38% | — | — | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.37% | -0.05% | — | |
| 48 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.36% | +0.09% | — | |
| 49 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.35% | — | -16.31% | |
| 50 | SYK | Stryker CORP | 株式-ヘルスケア | 0.34% | — | -18.18% |