CIK: 0001942548
申告総資産額
$9.4億
上位200銘柄を表示中（全211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 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 6.81% | -0.37% | +0.10% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 6.13% | -0.65% | +28.14% | |
| 3 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 6.10% | -0.06% | +72.05% | |
| 4 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 5.27% | -0.18% | +2.90% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.45% | +0.11% | +4.29% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 4.14% | -0.05% | +1.60% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.67% | -0.07% | +21.61% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.45% | +0.05% | +3.82% | |
| 9 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 3.35% | -0.15% | +3.17% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.17% | +0.15% | +21.00% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.06% | +0.04% | +1.58% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.28% | +0.05% | +12.92% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.26% | -0.21% | +25.68% | |
| 14 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.96% | -0.23% | +4.04% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.96% | -0.05% | +8.37% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.92% | +0.17% | +0.19% | |
| 17 | REET | Ishares Global Reit ETF | ETF-その他 | 1.85% | +0.04% | +28.98% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.79% | — | -13.04% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.74% | — | +3.47% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.47% | +0.43% | +11.68% | |
| 21 | CGGO | Cap Group Global Growth | ETF-その他 | 0.99% | +0.03% | +6.95% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | -0.27% | +5.44% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.91% | — | +13.34% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.86% | +0.08% | +9.03% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | — | +3.48% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | +0.08% | +6.75% | |
| 27 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.65% | — | -25.01% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | +18.43% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | -0.02% | +6.08% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.60% | — | -10.71% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.58% | +0.42% | -1.68% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.57% | +0.21% | +27.36% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | +0.10% | +6.94% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.51% | — | +7.31% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | +0.09% | +25.07% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.46% | — | +41.34% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.46% | — | -0.26% | |
| 38 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.44% | — | +48.92% | |
| 39 | LECO | Lincoln Electric Holdings | 株式-資本財 | 0.43% | — | -32.52% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.41% | — | -1.60% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.38% | — | +5.53% | |
| 42 | INTU | Intuit INC | 株式-IT | 0.37% | — | +2.52% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.37% | +0.06% | +4.70% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | -0.70% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.31% | — | -6.83% | |
| 46 | GWW | Ww Grainger INC | 株式-資本財 | 0.30% | — | -11.80% | |
| 47 | GE | General Electric | 株式-資本財 | 0.29% | +0.02% | +7.92% | |
| 48 | TAFM | AB Tax Aware Inter Muni | ETF-その他 | 0.28% | +0.62% | — | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.28% | — | +80.18% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.28% | +0.08% | -4.56% |