CIK: 0001951368
申告総資産額
$4.2億
上位200銘柄を表示中（全217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 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 5.50% | -0.29% | +21.08% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.44% | -0.12% | -4.09% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.43% | +0.43% | -10.27% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 4.45% | — | +13.06% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 4.15% | — | +4.89% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.36% | -0.14% | +841.44% | |
| 7 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 3.27% | -0.07% | — | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.36% | — | -1.57% | |
| 9 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 2.33% | — | -44.64% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.32% | — | +28.33% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.17% | — | +24.49% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.99% | — | +33.88% | |
| 13 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 1.98% | -0.30% | — | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.96% | +0.46% | +67.08% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.91% | — | -8.80% | |
| 16 | NPFI | Nuveen Preferred & Income | ETF-その他 | 1.76% | — | — | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.72% | — | -11.90% | |
| 18 | MBB | Ishares Mbs ETF | ETF-その他 | 1.33% | — | +2.53% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.25% | — | +40.50% | |
| 20 | DTCR | Global X Data Center & Digit | ETF-その他 | 1.15% | — | — | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.11% | -0.09% | — | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.11% | -0.09% | +9.58% | |
| 23 | IHAK | Ishares Cybersecurity & Tech | ETF-テック型 | 1.05% | — | — | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.02% | — | -2.87% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.02% | — | +27.11% | |
| 26 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.86% | — | — | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.78% | +0.24% | +5.07% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.72% | — | +14.90% | |
| 29 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.66% | — | +16.24% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | — | +5.28% | |
| 31 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.65% | — | -78.54% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.65% | — | +41.02% | |
| 33 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.64% | — | +45.80% | |
| 34 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-その他 | 0.60% | -0.16% | — | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.60% | — | -7.51% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.60% | — | -6.16% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | -0.20% | +16.30% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | — | |
| 39 | BND | Vanguard Total Bond Market | ETF-その他 | 0.57% | — | -65.35% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | — | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | — | +3.55% | |
| 42 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.54% | — | -12.76% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | — | +12.47% | |
| 44 | LVHD | Franklin U.s. Low Volatility | ETF-その他 | 0.51% | — | -6.15% | |
| 45 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.51% | -0.13% | — | |
| 46 | FISV | Fiserv INC | 株式-その他 | 0.51% | — | -21.61% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.49% | -0.21% | +6.27% | |
| 48 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 0.48% | — | -7.88% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | -0.07% | +9.62% | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.46% | — | -11.50% |