CIK: 0001927120
申告総資産額
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| # | 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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 30.02% | — | +3.03% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 17.74% | — | -8.70% | |
| 3 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 7.19% | — | +11.29% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 6.65% | — | -23.37% | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 4.67% | — | +6.92% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.54% | — | -5.72% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.09% | — | -2.17% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 3.44% | — | -29.78% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.98% | — | +417.90% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.92% | — | -8.62% | |
| 11 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.48% | — | — | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.47% | — | +6.66% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.99% | — | +36.31% | |
| 14 | KRBN | Ks Global Carbon Stratgy ETF | ETF-その他 | 0.79% | — | -2.17% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.70% | — | -4.52% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.67% | — | -7.35% | |
| 17 | AMAT | Applied Materials INC | 株式-IT | 0.63% | — | -0.66% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | — | — | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.59% | — | +18.37% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.58% | — | -0.27% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | — | -8.63% | |
| 22 | IT | Gartner INC | 株式-IT | 0.36% | — | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.34% | — | -0.47% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | — | -2.97% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.32% | — | +1.31% | |
| 26 | AZO | Autozone INC | 株式-一般消費財 | 0.32% | — | -0.50% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.29% | — | -0.36% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.28% | — | +16.30% | |
| 29 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.28% | — | -2.62% | |
| 30 | AMD | Advanced Micro Devices | 株式-IT | 0.28% | — | -21.81% | |
| 31 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.27% | — | -0.53% | |
| 32 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.25% | — | — | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.24% | — | -1.01% | |
| 34 | UFPI | Ufp Industries INC | 株式-素材 | 0.24% | — | -1.01% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.24% | — | +11.24% | |
| 36 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.23% | — | -4.84% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.23% | — | -2.52% | |
| 38 | D | Dominion Energy INC | 株式-公益事業 | 0.23% | — | +9.10% | |
| 39 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.23% | — | -0.23% | |
| 40 | SPG | Simon Property Group INC | 株式-不動産 | 0.22% | — | -0.40% | |
| 41 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.22% | — | -0.04% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.22% | — | -1.44% | |
| 43 | ZM | Zoom Communications INC | 株式-IT | 0.19% | — | +13.83% | |
| 44 | PYPL | Paypal Holdings INC | 株式-金融 | 0.18% | — | +15.51% | |
| 45 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.17% | — | -0.38% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.17% | — | -30.87% | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.17% | — | -11.44% | |
| 48 | ES | Eversource Energy | 株式-公益事業 | 0.17% | — | — | |
| 49 | BA | Boeing Co/the | 株式-資本財 | 0.16% | — | -2.20% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.16% | — | -7.53% |