CIK: 0001903059
申告総資産額
$2.1億
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.45% | -0.23% | -2.64% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.33% | +0.55% | +9.22% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 4.52% | +3.56% | — | |
| 4 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-その他 | 3.81% | — | +43.85% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.55% | -0.34% | +1.79% | |
| 6 | AGZD | Wisdomtree Trust Wisdomtree | ETF-その他 | 2.45% | — | — | |
| 7 | CGCP | Cap Group Core Plus Income | ETF-その他 | 2.43% | — | — | |
| 8 | FGD | First Trust Dj Gl Sel Dvd | ETF-その他 | 2.42% | — | +24.63% | |
| 9 | UCON | First Trust Smith Unconstrai | ETF-その他 | 2.41% | -1.34% | -52.72% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.40% | +0.90% | -37.78% | |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 2.37% | — | +19.61% | |
| 12 | DFIV | Dimensional International Va | ETF-その他 | 2.16% | — | — | |
| 13 | AAPL | Apple INC | 株式-IT | 2.03% | -0.38% | +0.91% | |
| 14 | GCC | Wisdomtree Enhanced Commodit | ETF-その他 | 2.00% | — | +52.71% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.96% | — | +2.37% | |
| 16 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 1.83% | — | -20.73% | |
| 17 | PPI | Astoria Real Assets ETF | ETF-その他 | 1.78% | +0.10% | — | |
| 18 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 1.78% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.75% | -0.16% | -2.37% | |
| 20 | XLE | Ss Energy Select Sector | ETF-その他 | 1.67% | — | -5.43% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.65% | — | +2.30% | |
| 22 | NTSX | Wisdomtree US Efficient Core | ETF-その他 | 1.51% | — | -23.30% | |
| 23 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 1.11% | — | — | |
| 24 | AZTA | Azenta INC | 株式-その他 | 1.07% | — | +51.66% | |
| 25 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 1.05% | — | -43.88% | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.99% | — | -34.47% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.99% | -0.14% | -48.82% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.97% | -0.25% | +4.29% | |
| 29 | LDSF | First Tr Low Duration St-etf | ETF-その他 | 0.87% | — | -2.24% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.85% | — | -0.89% | |
| 31 | JSCP | Jpmorgan Short Duration Core | ETF-その他 | 0.85% | — | -62.11% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | — | +1.88% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.83% | — | -4.79% | |
| 34 | PRSU | Pursuit Attractions And Hosp | 株式-その他 | 0.82% | — | +20.36% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.81% | — | +9.30% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.77% | — | -5.87% | |
| 37 | ✓ | Jp Morgan Exchange Traded Fd | 株式-その他 | 0.70% | — | -20.55% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.68% | — | -0.22% | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.67% | — | -7.55% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.66% | — | +44.00% | |
| 41 | HXL | Hexcel CORP | 株式-資本財 | 0.65% | — | +11.11% | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.64% | — | -9.84% | |
| 43 | GD | General Dynamics CORP | 株式-資本財 | 0.63% | — | -1.62% | |
| 44 | FMC | Fmc CORP | 株式-素材 | 0.63% | — | -2.55% | |
| 45 | SAIC | Science Applications Inte | 株式-IT | 0.62% | — | +10.68% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.61% | — | -1.53% | |
| 47 | LNC | Lincoln National CORP | 株式-金融 | 0.61% | — | +0.06% | |
| 48 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.61% | — | +5.91% | |
| 49 | HPQ | Hp INC | 株式-IT | 0.60% | — | -12.55% | |
| 50 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.60% | — | — |