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 | 25.99% | -1.35% | -2.08% | |
| 2 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 5.41% | -0.09% | +14.78% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.92% | +0.14% | -1.74% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.61% | -0.29% | -4.19% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.47% | +0.28% | +9.38% | |
| 6 | VTEI | Vanguard Int Tax-exempt Bond | ETF-その他 | 3.47% | — | -0.42% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 3.42% | +2.37% | +297.14% | |
| 8 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-その他 | 3.12% | -0.19% | — | |
| 9 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 2.90% | +0.91% | +7.38% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.95% | -0.12% | -3.14% | |
| 11 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 1.90% | -0.07% | -2.94% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.77% | +0.12% | +23.08% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.66% | -0.08% | -5.29% | |
| 14 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 1.51% | — | -11.41% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.43% | -0.25% | -12.28% | |
| 16 | QMOM | Alpha US Quant Mom ETF | ETF-その他 | 1.39% | +0.06% | — | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.26% | — | +3.65% | |
| 18 | AVDE | Avantis International Equity | ETF-その他 | 1.18% | +0.10% | +29.88% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.15% | -0.27% | -18.92% | |
| 20 | RPC | Ridgepost Capital Inc-a | 株式-その他 | 1.13% | -0.30% | — | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.11% | — | — | |
| 22 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.93% | +0.04% | -3.84% | |
| 23 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 0.93% | — | -0.75% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.92% | — | -0.16% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.86% | — | -0.32% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.80% | -0.10% | +19.35% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.72% | -0.08% | -57.17% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | -0.06% | +26.69% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.69% | +0.08% | -26.42% | |
| 30 | VFMF | Vanguard US Multifactor ETF | ETF-その他 | 0.69% | — | — | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | -0.06% | +66.47% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.68% | -0.05% | +83.33% | |
| 33 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-その他 | 0.62% | — | — | |
| 34 | MBB | Ishares Mbs ETF | ETF-その他 | 0.62% | — | — | |
| 35 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.62% | — | — | |
| 36 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.61% | — | +61.58% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.56% | — | — | |
| 38 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.51% | -0.09% | — | |
| 39 | PFFV | Global X Variable Rate Pref | ETF-その他 | 0.46% | — | — | |
| 40 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 0.44% | -0.08% | — | |
| 41 | IBN | Icici Bank Ltd-spon Adr | 株式-金融 | 0.43% | -0.06% | — | |
| 42 | DFAI | Dimensional International Co | ETF-その他 | 0.42% | — | -1.95% | |
| 43 | DELL | Dell Technologies -c | 株式-IT | 0.39% | +0.11% | -17.74% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.38% | — | -17.43% | |
| 45 | UBS | UBS Group AG | 株式-金融 | 0.37% | -0.06% | -2.09% | |
| 46 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.36% | — | — | |
| 47 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.35% | +0.09% | -4.15% | |
| 48 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.33% | — | — | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.31% | +0.04% | -11.87% | |
| 50 | VFMO | Vanguard US Momentum Factor | ETF-その他 | 0.31% | — | — |