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 | AVIG | Avantis Core Fixed Income | ETF-その他 | 15.23% | +3.31% | +9.65% | |
| 2 | AVDE | Avantis International Equity | ETF-その他 | 12.62% | +1.85% | +13.43% | |
| 3 | JPIE | Jpmorgan Income ETF | ETF-その他 | 11.29% | +0.42% | -17.16% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 5.41% | -1.31% | -23.01% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 5.26% | -0.64% | -14.73% | |
| 6 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 5.19% | +3.14% | — | |
| 7 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 5.14% | -0.62% | -1.50% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 5.03% | -0.69% | -27.59% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 4.60% | +1.66% | +31.12% | |
| 10 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 3.63% | -0.87% | +37.22% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.44% | -1.06% | -10.12% | |
| 12 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 2.77% | -0.73% | -21.34% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.28% | -0.71% | +30.28% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.74% | -0.81% | -62.18% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.71% | -0.64% | -5.17% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.62% | -1.62% | EXIT | |
| 17 | DNOV | Ft Vest US Equity Deep Buffe | ETF-その他 | 1.21% | +0.73% | -20.09% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.17% | -0.10% | — | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | -0.16% | -7.43% | |
| 20 | GIS | General Mills INC | 株式-生活必需品 | 0.98% | -0.13% | +5.06% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.87% | -0.34% | -26.68% | |
| 22 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.86% | -0.20% | -0.56% | |
| 23 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 0.82% | -0.05% | -1.15% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.32% | -10.72% | |
| 25 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.53% | +0.11% | -7.13% | |
| 26 | AFL | Aflac INC | 株式-金融 | 0.45% | -0.01% | — | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.35% | -0.11% | -18.52% | |
| 28 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.34% | -0.05% | -0.85% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.32% | -0.08% | -18.39% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.27% | -0.09% | -6.71% | |
| 31 | HNST | Honest Co Inc/the | 株式-その他 | 0.27% | +0.04% | +28.88% | |
| 32 | FYC | First Trust Small Cap Growth | ETF-中小型株 | 0.25% | -0.06% | — | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.25% | -0.06% | -1.24% | |
| 34 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-その他 | 0.24% | -0.05% | -6.86% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.22% | -0.02% | +1.51% | |
| 36 | ECL | Ecolab INC | 株式-素材 | 0.21% | -0.01% | -17.08% | |
| 37 | UBER | Uber Technologies INC | 株式-資本財 | 0.21% | +0.03% | +4.68% | |
| 38 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.20% | -0.01% | — | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.17% | -0.02% | — | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.16% | -0.02% | — | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.15% | — | -47.75% | |
| 42 | DMAR | Ft Vest US Equity Deep Buffe | ETF-その他 | 0.15% | -0.03% | — | |
| 43 | JIVE | JPM Interntl Value ETF | ETF-その他 | 0.14% | -0.02% | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.13% | -0.01% | — | |
| 45 | DJUN | Ft Vest US Equity Deep Buffe | ETF-その他 | 0.13% | -0.01% | -11.94% | |
| 46 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-その他 | 0.12% | -0.12% | EXIT |