CIK: 0001846532
申告総資産額
$10.4億
上位200銘柄を表示中（全420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 | 4.48% | — | +3.81% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.45% | -0.02% | +5.61% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 3.15% | +0.08% | +12.92% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.81% | +0.01% | +5.98% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.72% | -0.62% | +4.95% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 2.47% | +0.09% | +25.93% | |
| 7 | CGCB | Cap Group Core Bond | ETF-その他 | 2.35% | +0.06% | +11.84% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.35% | — | +4.73% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.87% | -0.17% | +2.87% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.83% | — | +5.96% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.75% | -0.17% | -15.46% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 1.58% | +0.04% | -13.66% | |
| 13 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 1.53% | — | +1.09% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.37% | -0.19% | +8.95% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.27% | — | -0.41% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.23% | — | +35.22% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.13% | — | +0.84% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.05% | — | +1.71% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.01% | — | -8.29% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.88% | — | +3.39% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.85% | — | +0.80% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.81% | — | -1.20% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.76% | +3.31% | -0.04% | |
| 24 | ORCL | Oracle CORP | 株式-IT | 0.74% | -0.40% | +16.81% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.74% | — | +0.33% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.73% | — | +2.50% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.73% | +0.06% | +23.67% | |
| 28 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 0.71% | — | +7.59% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.67% | -0.13% | +0.75% | |
| 30 | CRM | Salesforce INC | 株式-IT | 0.66% | -0.56% | +423.64% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.65% | — | -0.49% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.63% | +0.34% | +95.58% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | — | +5.09% | |
| 34 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.59% | -0.13% | — | |
| 35 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.58% | — | +5.09% | |
| 36 | NEM | Newmont CORP | 株式-素材 | 0.58% | — | +5972.06% | |
| 37 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.58% | — | +476.35% | |
| 38 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.57% | — | +5.96% | |
| 39 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.57% | — | +78645.98% | |
| 40 | INCY | Incyte CORP | 株式-ヘルスケア | 0.56% | -0.73% | EXIT | |
| 41 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.56% | — | +39.99% | |
| 42 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 0.55% | — | +135407.41% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | — | +8.41% | |
| 44 | EG | Everest Group, Ltd. | 株式-金融 | 0.55% | — | +28.30% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | -1.22% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.52% | — | +1.52% | |
| 47 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.51% | — | +18.88% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.50% | — | +5.81% | |
| 49 | CGUS | Cap Group Core Equity | ETF-その他 | 0.50% | — | -6.75% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | — | +5.12% |