CIK: 0001846532
申告総資産額
$10.4億
上位200銘柄を表示中（全451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 | AAPL | Apple INC | 株式-IT | 3.59% | -0.02% | -32.47% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-その他 | 3.12% | — | +2509.71% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.45% | +0.01% | +33.26% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 2.44% | +0.08% | — | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.42% | -0.62% | -5.79% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.35% | -0.09% | EXIT | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.07% | — | +4.54% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 1.76% | +0.04% | +31.87% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.58% | -0.17% | -38.81% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | -0.17% | -5.36% | |
| 11 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 1.45% | — | +0.06% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.36% | — | -6.82% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.26% | — | +29.18% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.13% | — | +2.68% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.06% | +0.09% | +7.90% | |
| 16 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.02% | -0.19% | +3.42% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.02% | — | -3.40% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.00% | — | +1.07% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.89% | — | +27.84% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.80% | — | -2.40% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.78% | — | -6.76% | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.77% | — | -7.28% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.75% | — | +57.55% | |
| 24 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 0.74% | — | -26.28% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.72% | -0.13% | -0.84% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | -8.21% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.69% | — | +16.84% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.67% | — | +4.32% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.67% | — | -1.71% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.61% | — | -48.57% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.59% | — | +0.08% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | -0.15% | -25.08% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | -54.15% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.54% | — | -5.59% | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.54% | — | +10.67% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | — | -1.88% | |
| 37 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.50% | — | — | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | — | -16.00% | |
| 39 | AGNC | Agnc Investment CORP | 株式-不動産 | 0.48% | — | -2.44% | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.48% | — | -6.56% | |
| 41 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.47% | — | -12.40% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | — | -63.61% | |
| 43 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.46% | — | +16.12% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.46% | — | -6.50% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.45% | — | -4.83% | |
| 46 | NLY | Annaly Capital Management In | 株式-不動産 | 0.45% | — | -1.42% | |
| 47 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.44% | — | -2.95% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | +0.11% | -15.43% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.42% | — | +0.86% | |
| 50 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.40% | — | -8.00% |