申告総資産額
$1.1億
報告対象四半期: 2026-03-31 · 銘柄数: 63
21 West Wealth Management LLCは最新の13F報告書で63件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$1.1億、四半期回転率は6.4%です。
増加 JSCP
+24.6% $77.8万
減少 JEPQ
-8.9% -$73.3万
減少 VIG
-13.4% -$59.6万
減少 MSFT
-1.0% -$32.9万
増加 VCIT
+6.6% $23.5万
減少 JEPI
-5.6% -$32.0万
| # | 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 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 7.12% | +0.21% | +2.39% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.82% | -0.11% | +1.54% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.66% | +0.01% | -0.56% | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 4.56% | -0.60% | -8.91% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.30% | +0.28% | +6.63% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 4.29% | -0.22% | -5.55% | |
| 7 | JSCP | Jpmorgan Short Duration Core | ETF-その他 | 3.74% | +0.77% | +24.62% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-その他 | 3.31% | +0.17% | +4.64% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 3.31% | +0.16% | +4.12% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.08% | -0.49% | -13.39% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.03% | +0.07% | -1.99% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.76% | -0.03% | +1.61% | |
| 13 | CMF | Ishares California Muni Bond | ETF-その他 | 2.64% | +0.06% | +1.62% | |
| 14 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.61% | -0.02% | +0.85% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.45% | +0.01% | +0.07% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 2.33% | — | -2.36% | |
| 17 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 2.30% | — | -3.23% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 2.04% | -0.14% | -1.64% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.96% | -0.08% | -0.89% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.86% | -0.08% | -1.19% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.81% | -0.11% | -10.12% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.75% | -0.02% | -3.73% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.71% | — | -1.32% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.67% | — | -2.65% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.50% | +0.06% | — | |
| 26 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 1.41% | — | -0.61% | |
| 27 | AAPL | Apple INC | 株式-IT | 1.38% | -0.08% | -0.78% | |
| 28 | JPRE | Jpmorgan Realty Income ETF | ETF-その他 | 1.36% | +0.09% | +2.26% | |
| 29 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 1.23% | — | -6.27% | |
| 30 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.12% | — | +1.50% | |
| 31 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 1.12% | +0.05% | +2.85% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.98% | — | — | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.96% | -0.28% | -0.96% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.86% | — | -6.45% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.73% | — | -2.63% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.67% | -0.05% | +0.60% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | -0.06% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | -0.04% | +0.17% | |
| 39 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.61% | — | +3.78% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.61% | — | -2.76% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | -0.04% | — | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.51% | +0.03% | — | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.46% | +0.02% | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.46% | — | -0.39% | |
| 45 | NYF | Ishares New York Muni Bond E | ETF-その他 | 0.42% | +0.09% | +26.24% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | -0.05% | -0.70% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.33% | -0.03% | — | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.33% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | -0.01% | — | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.30% | -0.04% | — |
Q3 2026のパフォーマンス
+2.4%
直近4四半期のパフォーマンス
+12.9%
価格取得が可能な保有銘柄（報告価値の63%相当）に基づいています
21 West Wealth Management LLCの2026-03-31時点における主要なポジション変更： 全売却: Vanguard Consumer Staple ETF (VDC); 新規購入: Vanguard Mortgage-backed Sec (VMBS); 新規購入: Applied Materials INC (AMAT); 全売却: Bank Of America CORP (BAC); 新規購入: Costco Wholesale CORP (COST).