CIK: 0001846532
申告総資産額
$10.4億
上位200銘柄を表示中（全1914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 | CGDV | Cap Group Dividend Value | ETF-その他 | 4.09% | — | +6.61% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.66% | -0.02% | +6.48% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 2.77% | +0.08% | +14.49% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.62% | +0.01% | +9.82% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.38% | -0.62% | +8.70% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.34% | — | +3.79% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.04% | -0.09% | EXIT | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.95% | -0.17% | -3.55% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.89% | -0.17% | +2.07% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 1.82% | +0.04% | +14.90% | |
| 11 | BUSD | Barnes Group INC | 株式-その他 | 1.66% | — | -5.08% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.63% | — | +0.63% | |
| 13 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 1.54% | — | -1.11% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.31% | — | -1.94% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.27% | -0.19% | +1.13% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.20% | — | -1.02% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.15% | — | +1.51% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.12% | +0.09% | +2.19% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.91% | — | +9.23% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.89% | — | +213.31% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | +0.09% | +5.95% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.80% | — | +1.59% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.72% | — | -0.15% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | -0.13% | +5.53% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.70% | — | +2.38% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.70% | — | +19.36% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.69% | — | -1.13% | |
| 28 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 0.68% | — | -0.74% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.61% | — | +31.78% | |
| 30 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.55% | — | +12.65% | |
| 31 | CGUS | Cap Group Core Equity | ETF-その他 | 0.55% | — | -3.55% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | +1.70% | |
| 33 | HIG | Hartford Insurance Group INC | 株式-金融 | 0.53% | — | +5.03% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | — | +14.72% | |
| 35 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.53% | — | +51295.45% | |
| 36 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.52% | — | +10.06% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.51% | +0.06% | +0.61% | |
| 38 | VTV | Vanguard Value ETF | ETF-その他 | 0.50% | — | +8.36% | |
| 39 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.50% | — | +4.40% | |
| 40 | PGR | Progressive CORP | 株式-金融 | 0.50% | — | +11.52% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.49% | -0.40% | -0.56% | |
| 42 | HUM | Humana INC | 株式-ヘルスケア | 0.49% | — | +19917.65% | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.49% | — | +8.40% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | +6.61% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | — | +1.88% | |
| 46 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.47% | — | +8.22% | |
| 47 | CF | Cf Industries Holdings INC | 株式-素材 | 0.45% | — | +11.24% | |
| 48 | WMB | Williams Cos INC | 株式-エネルギー | 0.45% | +0.06% | +1.95% | |
| 49 | EG | Everest Group, Ltd. | 株式-金融 | 0.44% | — | +10.35% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.43% | — | -0.05% |