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 | 13.91% | +0.42% | +3.24% | |
| 2 | AVIG | Avantis Core Fixed Income | ETF-その他 | 13.18% | +3.31% | +30.42% | |
| 3 | AVDE | Avantis International Equity | ETF-その他 | 10.19% | +1.85% | +23.01% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 6.56% | -0.69% | +7.79% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 6.54% | -1.31% | +3.27% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 5.78% | -0.64% | +4.34% | |
| 7 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 5.07% | -0.62% | -0.20% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 4.76% | -0.81% | -0.83% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.54% | -1.06% | +3.24% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 3.27% | +1.66% | +1.69% | |
| 11 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 3.23% | -0.73% | +19.96% | |
| 12 | AAPL | Apple INC | 株式-IT | 3.00% | -0.64% | -18.68% | |
| 13 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 2.66% | -0.87% | +6.90% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.67% | -0.71% | +0.16% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.61% | -1.62% | EXIT | |
| 16 | DNOV | Ft Vest US Equity Deep Buffe | ETF-その他 | 1.34% | +0.73% | +14.96% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.23% | -0.16% | -5.85% | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.19% | -0.34% | +10.17% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.11% | -0.10% | -3.24% | |
| 20 | GIS | General Mills INC | 株式-生活必需品 | 1.00% | -0.13% | +10.96% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.96% | -0.32% | -8.39% | |
| 22 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 0.89% | -0.05% | +10.19% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.80% | -0.20% | — | |
| 24 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.46% | +0.11% | +91.93% | |
| 25 | AFL | Aflac INC | 株式-金融 | 0.45% | -0.01% | — | |
| 26 | HNST | Honest Co Inc/the | 株式-その他 | 0.43% | +0.04% | +80.47% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.42% | -0.08% | +4.92% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.42% | -0.11% | +1.33% | |
| 29 | UBER | Uber Technologies INC | 株式-資本財 | 0.41% | +0.03% | -39.30% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.38% | — | -13.42% | |
| 31 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.33% | -0.05% | -14.83% | |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.32% | — | +39.54% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | -0.06% | -22.97% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.29% | -0.09% | +53.76% | |
| 35 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.29% | -0.01% | — | |
| 36 | ECL | Ecolab INC | 株式-素材 | 0.28% | -0.01% | — | |
| 37 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-その他 | 0.25% | -0.05% | +6.04% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.21% | -0.02% | -17.86% | |
| 39 | DMAR | Ft Vest US Equity Deep Buffe | ETF-その他 | 0.19% | -0.03% | +24.55% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.17% | -0.02% | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.17% | — | -0.35% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.16% | -0.02% | — | |
| 43 | XSEP | Ft Vest U.s. Equity Enhance | ETF-その他 | 0.15% | — | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.15% | — | -91.13% | |
| 45 | DJUN | Ft Vest US Equity Deep Buffe | ETF-その他 | 0.14% | -0.01% | — | |
| 46 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-その他 | 0.13% | -0.12% | EXIT |