CIK: 0001352526
申告総資産額
$3.9億
上位200銘柄を表示中(全347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 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 8.80% | -0.46% | +10.24% | |
| 2 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型株 | 3.92% | +0.06% | +97.68% | |
| 3 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 3.73% | +0.09% | -6.58% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.59% | -0.60% | -49.62% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.52% | -0.45% | +75.25% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.47% | -0.46% | +1.85% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.92% | -0.25% | -9.21% | |
| 8 | PAAA | Pgim Aaa Clo ETF | ETF-その他 | 2.59% | — | +5.96% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.24% | -0.20% | -46.65% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.16% | +0.24% | -43.83% | |
| 11 | DJUL | Ft Vest US Equity Deep Buffe | ETF-その他 | 1.79% | -0.06% | — | |
| 12 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 1.78% | — | +3.72% | |
| 13 | AMAT | Applied Materials INC | 株式-IT | 1.71% | +0.44% | -4.60% | |
| 14 | ORCL | Oracle CORP | 株式-IT | 1.71% | — | -2.40% | |
| 15 | GJUL | Ft Vest US Equity Moderate B | ETF-その他 | 1.61% | — | — | |
| 16 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 1.54% | — | +7.59% | |
| 17 | JTEK | Jpmorgan US Tech Leaders | ETF-テック型 | 1.50% | -0.15% | +11.40% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.44% | -0.09% | -30.20% | |
| 19 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 1.35% | -0.13% | -3.19% | |
| 20 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 1.27% | — | +8.37% | |
| 21 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.27% | -1.07% | -11.34% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.24% | -0.39% | +1.30% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.23% | -0.14% | -9.08% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.18% | — | +81.93% | |
| 25 | ADP | Automatic Data Processing | 株式-IT | 1.17% | -0.14% | -2.32% | |
| 26 | CSX | Csx CORP | 株式-資本財 | 1.13% | +0.09% | -49.06% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.11% | -0.12% | +0.80% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 1.09% | -0.09% | -24.84% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.05% | — | -4.41% | |
| 30 | CAT | Caterpillar INC | 株式-資本財 | 1.02% | +0.20% | -56.09% | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.99% | — | -32.54% | |
| 32 | ✓ | Goldman Sachs ETF Tr | ETF-コモディティ | 0.97% | — | +54.61% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.97% | +0.31% | -33.72% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.95% | -0.16% | -45.52% | |
| 35 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.94% | — | -8.91% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.91% | +0.09% | -48.97% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.88% | +0.05% | -7.68% | |
| 38 | ARKQ | Ark Autonomous Tech & Robot | ETF-テック型 | 0.79% | — | -1.25% | |
| 39 | DHR | Danaher CORP | 株式-ヘルスケア | 0.79% | -0.18% | -4.01% | |
| 40 | NFLX | Netflix INC | 株式-通信サービス | 0.78% | +0.08% | -1.56% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.76% | — | +3.34% | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.72% | — | +1.93% | |
| 43 | KLAC | Kla CORP | 株式-IT | 0.66% | — | -20.63% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.65% | +0.18% | -54.59% | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.64% | — | — | |
| 46 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.62% | +0.05% | -8.32% | |
| 47 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.61% | -0.10% | +0.51% | |
| 48 | WMB | Williams Cos INC | 株式-エネルギー | 0.61% | +0.05% | -4.13% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.60% | -0.07% | -6.36% | |
| 50 | CME | Cme Group INC | 株式-金融 | 0.60% | +0.06% | -7.90% |