CIK: 0001942548
申告総資産額
$9.4億
| # | 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 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 7.39% | -0.37% | +0.19% | |
| 2 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 5.72% | -0.18% | +8.37% | |
| 3 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 5.09% | -0.65% | +18.72% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.96% | +0.11% | +9.20% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 4.53% | -0.05% | +5.66% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.99% | +0.05% | +6.92% | |
| 7 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 3.81% | -0.06% | +21.25% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.67% | +0.04% | +8.76% | |
| 9 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 3.58% | -0.15% | +1.92% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.16% | -0.07% | +24.53% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.70% | +0.15% | +152.86% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.33% | +0.17% | +339.19% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.26% | +0.05% | +1.11% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.23% | — | +7.08% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 2.22% | -0.05% | +8.48% | |
| 16 | IGF | Ishares Global Infrastructur | ETF-その他 | 2.02% | -0.23% | +7.78% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.86% | -0.21% | +18.69% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.84% | — | +21.38% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.68% | +0.43% | +5.98% | |
| 20 | REET | Ishares Global Reit ETF | ETF-その他 | 1.55% | +0.04% | +7.14% | |
| 21 | CGGO | Cap Group Global Growth | ETF-その他 | 1.06% | +0.03% | +2.68% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | +0.08% | +20.09% | |
| 23 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.92% | — | +12.21% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.92% | -0.27% | +0.45% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | +0.08% | +4.35% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.81% | — | +0.83% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | — | +5.61% | |
| 28 | LECO | Lincoln Electric Holdings | 株式-資本財 | 0.72% | — | -3.14% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.71% | — | +1.25% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | +0.10% | +0.24% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.68% | +0.42% | -0.39% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | -0.02% | +3.69% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | +49.20% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | — | +22.33% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.53% | +0.21% | +15.72% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.52% | +0.06% | -0.95% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | +0.08% | -1.15% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.47% | — | +10.38% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | +0.09% | +31.79% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.44% | — | -5.14% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | +4.05% | |
| 42 | GWW | Ww Grainger INC | 株式-資本財 | 0.42% | — | — | |
| 43 | INTU | Intuit INC | 株式-IT | 0.39% | — | +1.20% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.39% | — | +200.31% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.36% | — | +0.03% | |
| 46 | DHR | Danaher CORP | 株式-ヘルスケア | 0.35% | — | +1.03% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.34% | — | +7.73% | |
| 48 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.32% | — | +18.39% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.30% | — | +1.39% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.28% | — | +251.63% |