CIK: 0001992785
申告総資産額
$3.5億
上位200銘柄を表示中（全345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 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 25.68% | +0.79% | -0.63% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 23.78% | +2.40% | +208.96% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 12.68% | — | +5.12% | |
| 4 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-その他 | 8.22% | +0.65% | +4.35% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 6.19% | -0.12% | +3.12% | |
| 6 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 3.47% | -0.21% | -2.67% | |
| 7 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 2.36% | — | -0.76% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.33% | +0.68% | +18.81% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.56% | -0.03% | +7.97% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.19% | -7.35% | +3104.60% | |
| 11 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.86% | — | -0.77% | |
| 12 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.57% | -0.08% | — | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.47% | +0.11% | -11.38% | |
| 14 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 0.41% | +0.08% | — | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.40% | -0.30% | -0.05% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 0.38% | +0.02% | -9.72% | |
| 17 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.38% | — | -1.22% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.35% | -0.08% | — | |
| 19 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.34% | — | +1.39% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.29% | — | -12.10% | |
| 21 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.27% | — | +1.68% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 0.27% | — | -29.34% | |
| 23 | IDMO | Invesco S&p International De | ETF-その他 | 0.26% | +0.04% | -6.64% | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.26% | — | +1.93% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | -0.03% | — | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.21% | — | — | |
| 27 | ORCL | Oracle CORP | 株式-IT | 0.19% | -0.02% | -3.84% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.16% | — | -10.17% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.15% | — | +2887.00% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.15% | — | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.15% | -0.12% | -36.82% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.14% | +0.05% | — | |
| 33 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.14% | -0.12% | — | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.14% | +0.03% | +16.57% | |
| 35 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.13% | +0.04% | -56.68% | |
| 36 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.13% | — | -9.84% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.12% | — | — | |
| 38 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.12% | +0.04% | -32.91% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.12% | — | — | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.11% | +0.04% | +0.05% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.11% | — | +4.34% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.11% | — | — | |
| 43 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.11% | -0.02% | — | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.11% | +0.03% | — | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.11% | — | — | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.10% | -0.07% | — | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.10% | -0.01% | — | |
| 48 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.10% | — | -12.54% | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.10% | — | — | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.09% | -0.08% | — |