CIK: 0002042654
申告総資産額
$4.9億
上位200銘柄を表示中（全1296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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 10.17% | -3.49% | +19.88% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 9.43% | -9.02% | +40.81% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 6.95% | -0.48% | +1.23% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.68% | -0.43% | +8.13% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.02% | -0.17% | +14.54% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.17% | -0.40% | +2.57% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 3.90% | +0.26% | +42.19% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 3.64% | +0.72% | +35.56% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.78% | -1.20% | +14.29% | |
| 10 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 2.71% | -0.22% | +4.04% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.59% | — | -19.09% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.33% | -0.06% | +1.53% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.01% | — | +2.12% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.75% | -0.09% | +5.17% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.70% | -0.12% | +8.67% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.70% | +0.04% | +5.28% | |
| 17 | GS | Goldman Sachs Group INC | 株式-金融 | 1.63% | -0.08% | -0.49% | |
| 18 | CLIP | Global X 1-3 Month T-bill | ETF-その他 | 1.60% | -0.43% | +4.24% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.54% | -0.04% | -9.25% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.45% | +0.01% | +14.46% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.44% | -0.16% | +3.61% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.20% | -0.14% | -3.16% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.19% | -0.11% | +13.53% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.00% | — | -0.91% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.99% | +0.13% | -2.27% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.96% | +0.21% | +9.87% | |
| 27 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.93% | -0.30% | -2.47% | |
| 28 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.83% | -0.06% | +0.75% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.74% | -0.27% | +99.06% | |
| 30 | AMD | Advanced Micro Devices | 株式-IT | 0.73% | +0.92% | +68.90% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.70% | — | +2210.50% | |
| 32 | BITB | Bitwise Bitcoin ETF | ETF-暗号資産 | 0.70% | — | +6.28% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.69% | — | -28.32% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.69% | — | +10.53% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.68% | +0.22% | +39.26% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.61% | — | +32.25% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.59% | — | +0.11% | |
| 38 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 0.59% | +0.67% | +32.99% | |
| 39 | USEW | Cambria US Ew ETF | ETF-その他 | 0.52% | — | — | |
| 40 | AXP | American Express Co | 株式-金融 | 0.45% | — | +0.41% | |
| 41 | BLK | Blackrock INC | 株式-金融 | 0.45% | — | -22.81% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.45% | — | -3.84% | |
| 43 | ETN | Eaton Corporation plc | 株式-資本財 | 0.42% | — | +0.24% | |
| 44 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 0.42% | — | +4.49% | |
| 45 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.39% | — | +1663.10% | |
| 46 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.28% | — | -31.47% | |
| 47 | ORI | Old Republic Intl CORP | 株式-金融 | 0.28% | — | +0.40% | |
| 48 | IRM | Iron Mountain INC | 株式-不動産 | 0.27% | -0.26% | -18.52% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.24% | +0.11% | +104.91% | |
| 50 | FLXR | Tcw Flexible Income ETF | ETF-その他 | 0.22% | +5.15% | — |