CIK: 0001846994
申告総資産額
$1.7億
| # | 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 | JPIE | Jpmorgan Income ETF | ETF-その他 | 14.77% | +0.42% | +7.85% | |
| 2 | AVIG | Avantis Core Fixed Income | ETF-その他 | 11.08% | +3.31% | — | |
| 3 | AVDE | Avantis International Equity | ETF-その他 | 8.18% | +1.85% | +1.14% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 6.67% | -1.31% | +3.02% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 6.42% | -0.69% | +6.67% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 5.60% | -0.64% | +1.68% | |
| 7 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 5.38% | -0.62% | -15.84% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 5.26% | -0.81% | -6.53% | |
| 9 | AAPL | Apple INC | 株式-IT | 4.41% | -0.64% | -8.03% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.19% | -1.06% | +7.35% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 3.11% | +1.66% | -15.94% | |
| 12 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 2.83% | -0.73% | +25.80% | |
| 13 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 2.35% | -0.87% | +31.60% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.78% | -0.71% | +1.90% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.64% | — | -20.93% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.58% | -1.62% | EXIT | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.25% | -0.16% | -2.41% | |
| 18 | DNOV | Ft Vest US Equity Deep Buffe | ETF-その他 | 1.21% | +0.73% | +7.12% | |
| 19 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.18% | -0.34% | +9.61% | |
| 20 | GIS | General Mills INC | 株式-生活必需品 | 1.14% | -0.13% | -29.84% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.14% | -0.10% | — | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.87% | -0.32% | +3.15% | |
| 23 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 0.84% | -0.05% | +152.88% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.75% | -0.08% | — | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.75% | -0.20% | -8.48% | |
| 26 | UBER | Uber Technologies INC | 株式-資本財 | 0.58% | +0.03% | -6.96% | |
| 27 | AFL | Aflac INC | 株式-金融 | 0.53% | -0.01% | — | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.48% | — | -91.61% | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.42% | -0.11% | -48.91% | |
| 30 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.41% | -0.05% | -0.15% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.33% | -0.06% | +6.26% | |
| 32 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.30% | -0.01% | — | |
| 33 | ECL | Ecolab INC | 株式-素材 | 0.29% | -0.01% | +17.41% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | — | — | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.26% | — | +22.16% | |
| 36 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.25% | +0.11% | +10.83% | |
| 37 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-その他 | 0.24% | -0.05% | +14.23% | |
| 38 | HNST | Honest Co Inc/the | 株式-その他 | 0.24% | +0.04% | +0.66% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.23% | — | -67.20% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.19% | -0.02% | +28.51% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.18% | — | -0.49% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.18% | -0.02% | -0.68% | |
| 43 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.17% | — | — | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.17% | -0.02% | — | |
| 45 | DMAR | Ft Vest US Equity Deep Buffe | ETF-その他 | 0.16% | -0.03% | — | |
| 46 | XSEP | Ft Vest U.s. Equity Enhance | ETF-その他 | 0.16% | — | -0.43% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.15% | -0.09% | +17.40% | |
| 48 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-その他 | 0.15% | -0.12% | EXIT | |
| 49 | DJUN | Ft Vest US Equity Deep Buffe | ETF-その他 | 0.15% | -0.01% | — | |
| 50 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.15% | — | -1.77% |