CIK: 0001942548
申告総資産額
$9.4億
上位200銘柄を表示中（全287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 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 5.27% | -0.06% | +18.13% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 5.24% | -0.65% | +19.67% | |
| 3 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 4.89% | -0.37% | -0.59% | |
| 4 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 4.58% | -0.18% | +15.31% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.28% | +0.11% | +19.57% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.81% | -0.05% | +14.71% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.10% | -0.07% | +6.71% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.99% | +0.05% | +10.74% | |
| 9 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 2.93% | -0.15% | +15.99% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.79% | +0.15% | +9.98% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.52% | +0.04% | +7.26% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.44% | +0.05% | +56.83% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.37% | -0.05% | +26.40% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.01% | -0.21% | +8.61% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.87% | +0.17% | +15.81% | |
| 16 | REET | Ishares Global Reit ETF | ETF-その他 | 1.73% | +0.04% | +26.94% | |
| 17 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.67% | -0.23% | +9.83% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.64% | +0.43% | +6.85% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.30% | — | +0.62% | |
| 20 | PGR | Progressive CORP | 株式-金融 | 1.26% | — | +1614.06% | |
| 21 | TAFM | AB Tax Aware Inter Muni | ETF-その他 | 1.18% | +0.62% | +484.08% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | +0.08% | +32.64% | |
| 23 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.87% | — | — | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.86% | -0.03% | +838.44% | |
| 25 | CGGO | Cap Group Global Growth | ETF-その他 | 0.83% | +0.03% | +2.96% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | +0.08% | +38.85% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.79% | -0.04% | — | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.78% | -0.27% | +22.03% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | — | +28.68% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | -0.02% | +41.81% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.72% | +0.10% | +56.32% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.69% | — | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.64% | +0.09% | +59.53% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | -4.13% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | +15.54% | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.55% | — | — | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.55% | — | +20.60% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.52% | +0.42% | +11.50% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.51% | +0.21% | +4.30% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.46% | — | -63.47% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.45% | — | +24.23% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.45% | +0.06% | +4.21% | |
| 43 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.45% | — | — | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.43% | +0.08% | +87.65% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.42% | — | +36.93% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.42% | — | +86.31% | |
| 47 | FNX | First Trust Mid Cap Core Alp | ETF-その他 | 0.40% | — | — | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.39% | — | -14.62% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.37% | — | +5.22% | |
| 50 | GE | General Electric | 株式-資本財 | 0.36% | +0.02% | +34.76% |