CIK: 0001844835
申告総資産額
$5.4億
| # | 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 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 13.83% | -10.08% | +9.24% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 10.37% | -5.10% | -10.87% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 8.98% | +0.26% | +90.87% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 6.63% | — | +79.07% | |
| 5 | AVDE | Avantis International Equity | ETF-その他 | 6.21% | +0.85% | +34.75% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-その他 | 6.03% | +0.04% | +40.57% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 5.45% | -0.39% | +2.36% | |
| 8 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 4.04% | -0.29% | -31.05% | |
| 9 | UBND | Victoryshares Core Plus Bond | ETF-その他 | 3.98% | +0.04% | +0.87% | |
| 10 | CORZ | Core Scientific INC | 株式-IT | 3.26% | — | — | |
| 11 | VFLO | Victoryshares Free Cash Flow | ETF-その他 | 2.63% | -2.55% | +68.36% | |
| 12 | HYDB | Ishares High Yield Systemati | ETF-ハイイールド債 | 2.14% | — | +14.52% | |
| 13 | PTRB | Pgim Total Return Bond ETF | ETF-その他 | 1.81% | — | +14.57% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.71% | — | +3.67% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.38% | -0.10% | -0.03% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.29% | — | +39.63% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | -0.12% | +24.91% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.76% | +0.04% | +19.21% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | — | — | |
| 20 | QCOM | Qualcomm INC | 株式-IT | 0.62% | -0.07% | +7.18% | |
| 21 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.50% | -0.22% | +12.05% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | -0.08% | +18.80% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.19% | +12.40% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | +20.30% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.45% | — | — | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.43% | — | -48.71% | |
| 27 | GS | Goldman Sachs Group INC | 株式-金融 | 0.39% | — | +10.87% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.38% | -0.29% | +41.71% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | +0.14% | +17.65% | |
| 30 | NTAP | Netapp INC | 株式-IT | 0.37% | — | +13.99% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.35% | +11.02% | +25.87% | |
| 32 | EMR | Emerson Electric Co | 株式-資本財 | 0.34% | — | +14.56% | |
| 33 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.34% | -0.05% | EXIT | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 0.34% | — | +17.88% | |
| 35 | NEE | Nextera Energy INC | 株式-公益事業 | 0.33% | — | +6.97% | |
| 36 | WM | Waste Management INC | 株式-資本財 | 0.32% | — | +20.04% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | +0.07% | +1.53% | |
| 38 | SYU1 | Synovus Financial CORP | 株式-その他 | 0.30% | -0.29% | EXIT | |
| 39 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.30% | — | +18.83% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.29% | — | -2.93% | |
| 41 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.28% | — | +14.21% | |
| 42 | CI | THE Cigna Group | 株式-ヘルスケア | 0.27% | — | — | |
| 43 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.26% | — | +0.63% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.26% | — | +16.09% | |
| 45 | RITM | Rithm Capital CORP | 株式-不動産 | 0.25% | — | +18.42% | |
| 46 | TPR | Tapestry INC | 株式-一般消費財 | 0.25% | — | +10.94% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.25% | — | +20.16% | |
| 48 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.25% | — | -22.41% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.24% | — | +12.25% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.24% | — | +16.79% |