CIK: 0001826136
申告総資産額
$17.9億
上位200銘柄を表示中（全439銘柄）
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.99% | +0.14% | +1.05% | |
| 2 | PJFG | Pgim Jennison Focused Growth | ETF-その他 | 4.78% | -0.71% | +1.02% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.33% | — | -0.17% | |
| 4 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 4.16% | +0.18% | +1.45% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.72% | — | +2.40% | |
| 6 | LMBS | First Trust Low Duration Opp | ETF-その他 | 3.01% | +0.09% | +2.07% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.49% | -0.31% | -0.84% | |
| 8 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 2.40% | — | +0.69% | |
| 9 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 1.73% | — | +1.28% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.65% | — | +1.49% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.45% | — | -1.06% | |
| 12 | DFAI | Dimensional International Co | ETF-その他 | 1.35% | -0.23% | +1.55% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.30% | -0.24% | +0.89% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.30% | -1.11% | +0.95% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.25% | -0.29% | -0.06% | |
| 16 | HODL | Vaneck Bitcoin ETF | ETF-暗号資産 | 1.25% | — | +3.61% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.24% | -0.28% | -0.42% | |
| 18 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 1.24% | -0.20% | +2.19% | |
| 19 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.24% | — | -1.58% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.07% | — | -0.81% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 1.03% | +3.61% | +4.12% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.98% | — | -7.91% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | -0.31% | -0.43% | |
| 24 | AVSC | Avantis US Small Cap Equity | ETF-中小型株 | 0.93% | -0.42% | +0.77% | |
| 25 | AVMC | Avantis US Mid Cap Eq ETF | ETF-その他 | 0.92% | — | +0.81% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.91% | — | +2.97% | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.90% | — | +2.34% | |
| 28 | FEOE | First Eagle Overseas Eq ETF | ETF-その他 | 0.90% | — | +2.85% | |
| 29 | NPFI | Nuveen Preferred & Income | ETF-その他 | 0.82% | — | +2.10% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.79% | — | -0.24% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | — | +3.49% | |
| 32 | HWKN | Hawkins INC | 株式-その他 | 0.76% | — | — | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.64% | -0.20% | +17.38% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.63% | — | -1.54% | |
| 35 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 0.63% | — | +2.63% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | — | -1.89% | |
| 37 | MU | Micron Technology INC | 株式-IT | 0.57% | -0.82% | -0.35% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | — | -0.18% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.55% | — | -0.08% | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.52% | -0.29% | +0.44% | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.50% | — | +1.22% | |
| 42 | PREF | Pri Spe Pre Sec Acti-usd INC | ETF-その他 | 0.49% | — | +1.19% | |
| 43 | TEL | TE Connectivity plc | 株式-IT | 0.49% | — | -1.88% | |
| 44 | UJUN | Innovator U.s. Equity Ultra | ETF-その他 | 0.48% | — | -2.59% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.47% | — | -0.32% | |
| 46 | FESM | Fidelity Enhanced Small Cap | ETF-中小型株 | 0.46% | +0.21% | +3.16% | |
| 47 | LDOS | Leidos Holdings INC | 株式-IT | 0.44% | — | -0.61% | |
| 48 | COR | Cencora INC | 株式-ヘルスケア | 0.43% | — | +0.06% | |
| 49 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.43% | — | -0.90% | |
| 50 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.42% | — | +0.33% |