CIK: 0001942548
申告総資産額
$9.4億
上位200銘柄を表示中（全316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 | 7.16% | -0.06% | +27.04% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 6.38% | -0.65% | +27.98% | |
| 3 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 4.84% | -0.18% | +11.36% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.28% | +0.11% | +9.53% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.16% | -0.07% | +15.21% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.02% | +0.15% | +28.03% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.96% | -0.05% | +10.33% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.16% | +0.05% | +6.42% | |
| 9 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 3.13% | -0.37% | -22.43% | |
| 10 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 2.84% | -0.15% | +7.65% | |
| 11 | IGF | Ishares Global Infrastructur | ETF-その他 | 2.45% | -0.23% | +19.70% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.44% | +0.04% | -5.99% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.37% | +0.17% | +33.63% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.35% | +0.05% | -1.63% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.31% | -0.21% | +4.95% | |
| 16 | REET | Ishares Global Reit ETF | ETF-その他 | 2.11% | +0.04% | +21.33% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.81% | +0.43% | +29.48% | |
| 18 | TAFM | AB Tax Aware Inter Muni | ETF-その他 | 1.73% | +0.62% | +19.98% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.39% | -0.05% | +0.28% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.33% | — | +10.45% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.09% | +0.08% | +1.92% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.94% | -0.27% | +0.36% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.87% | +0.10% | -1.57% | |
| 24 | PGR | Progressive CORP | 株式-金融 | 0.81% | — | +0.84% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | +0.08% | -0.69% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.72% | -0.04% | +10.06% | |
| 27 | CGGO | Cap Group Global Growth | ETF-その他 | 0.70% | +0.03% | -0.17% | |
| 28 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.63% | — | -17.74% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.62% | -0.03% | -1.42% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | +0.09% | -6.77% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | -0.02% | +1.66% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | -3.19% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.53% | +0.06% | +2.92% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | +0.08% | -52.06% | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.48% | — | +3.47% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.47% | +0.42% | +2.22% | |
| 37 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.42% | — | +0.50% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.41% | +0.21% | -7.64% | |
| 39 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.38% | — | +221.75% | |
| 40 | FNX | First Trust Mid Cap Core Alp | ETF-その他 | 0.38% | — | +4.63% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.37% | — | -12.70% | |
| 42 | GE | General Electric | 株式-資本財 | 0.37% | +0.02% | -8.65% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | — | -3.50% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.33% | — | +0.52% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.32% | — | +1.99% | |
| 46 | GEV | GE Vernova INC | 株式-資本財 | 0.31% | — | -0.50% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.31% | — | -0.48% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.30% | — | +1.71% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.28% | — | -12.28% | |
| 50 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.28% | — | +1.12% |