CIK: 0001849614
申告総資産額
$3.3億
上位200銘柄を表示中（全357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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 8.11% | +0.78% | +632777.78% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.24% | -0.62% | +452859.46% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.30% | -0.25% | +122907.49% | |
| 4 | LUBYX | Lord Abbtt Ultr Shrt Bnd-i | 株式-その他 | 3.95% | — | — | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.75% | +0.21% | +19268.50% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.02% | — | +5924.50% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.73% | +0.01% | — | |
| 8 | BFMCX | Blackrock Core Bond Port-i | 株式-その他 | 2.44% | — | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.14% | — | +165.64% | |
| 10 | COFRX | Columbia Contrarian Core-i2 | 株式-その他 | 1.96% | — | — | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.66% | -0.09% | — | |
| 12 | AEPFX | Eupac Fund-f-2 | 株式-その他 | 1.50% | — | — | |
| 13 | HFLIX | Hartford Floating Rate-i | 株式-その他 | 1.43% | — | — | |
| 14 | PGDIX | Princ Diversified Inc-instl | 株式-その他 | 1.35% | — | — | |
| 15 | VPCCX | Vanguard Primecap Core-inv | 株式-その他 | 1.34% | — | — | |
| 16 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.30% | +0.06% | +11161.06% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.14% | -0.09% | — | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.14% | +0.20% | +9243.62% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.13% | -0.02% | +6.41% | |
| 20 | VCADX | Vanguard Ca Int Trm T/f-adm | 株式-その他 | 1.10% | — | — | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.10% | — | +1994.74% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.05% | -0.01% | +4981.15% | |
| 23 | VCLAX | Vanguard Ca Long Trm T/e-adm | 株式-その他 | 1.04% | — | — | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.95% | -0.02% | +32322.00% | |
| 25 | RNG | Ringcentral Inc-class A | 株式-IT | 0.93% | — | +1054.28% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.93% | +0.01% | +48.40% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | -0.04% | +3.93% | |
| 28 | WATFX | Western Asset Core Bond-i | 株式-その他 | 0.90% | — | — | |
| 29 | VMLUX | Vanguard LTD Trm T/e-adm | 株式-その他 | 0.88% | — | — | |
| 30 | VSMAX | Vanguard Sml Cap Indx-adm | 株式-その他 | 0.80% | — | — | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.76% | -0.06% | +2076.86% | |
| 32 | TXN | Texas Instruments INC | 株式-IT | 0.68% | +0.09% | NEW | |
| 33 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.67% | -0.02% | — | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.67% | — | +4020.31% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | +116.63% | |
| 36 | ROP | Roper Technologies INC | 株式-IT | 0.62% | — | — | |
| 37 | ACGYX | AB Income Fund-adv | 株式-その他 | 0.59% | — | — | |
| 38 | VFIAX | Vanguard 500 Index-adm | 株式-その他 | 0.55% | — | — | |
| 39 | PGR | Progressive CORP | 株式-金融 | 0.54% | — | +1667.24% | |
| 40 | TEGYX | Touchstone Mid Cap Grow-y | 株式-その他 | 0.53% | — | — | |
| 41 | ✓ | Schwab Bank Sweep Feature | 株式-その他 | 0.49% | — | — | |
| 42 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.48% | — | — | |
| 43 | DODGX | Dodge & Cox Stock-i | 株式-その他 | 0.48% | — | — | |
| 44 | PCBIX | Principal Midcap Fund-inst | 株式-その他 | 0.47% | — | — | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.47% | — | +2530.42% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | +767.91% | |
| 47 | ✓ | Schwab Bank Sweep Feature | 株式-その他 | 0.46% | — | — | |
| 48 | BA | Boeing Co/the | 株式-資本財 | 0.45% | — | +732.08% | |
| 49 | AMRFX | Amer Fnds Mutual Fnd-f2 | 株式-その他 | 0.43% | — | — | |
| 50 | CODRX | Columbia Or Intrm Muni-i2 | 株式-その他 | 0.41% | — | — |