CIK: 0001891240
申告総資産額
$3.9億
上位200銘柄を表示中（全208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 | 5.88% | -0.64% | -24.51% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.01% | +0.08% | +1.27% | |
| 3 | CAT | Caterpillar INC | 株式-資本財 | 3.91% | +1.68% | +0.06% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.29% | -0.14% | +11.12% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.16% | — | -2.02% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.32% | — | -3.46% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 2.32% | -0.60% | +1.28% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.29% | -0.02% | -6.51% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.07% | — | -5.62% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.01% | — | +24.02% | |
| 11 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 1.91% | — | -4.33% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.74% | -0.06% | +2.33% | |
| 13 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.70% | +0.01% | +5.94% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.51% | — | +59.29% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.21% | +0.03% | +3.98% | |
| 16 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.18% | — | +8.26% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.05% | — | -38.79% | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 1.04% | — | +70.11% | |
| 19 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.98% | -0.83% | +8.26% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.96% | — | +8.92% | |
| 21 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.89% | — | -4.85% | |
| 22 | FTCS | First Trust Capital Strength | ETF-その他 | 0.89% | — | +3.43% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.89% | +0.32% | +305.58% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.86% | — | +2.38% | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.86% | -0.32% | +46.87% | |
| 26 | YYY | Amplify Cef High Income ETF | ETF-その他 | 0.81% | — | -8.27% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.80% | — | — | |
| 28 | HTAB | Hartford Schroders Tax Aware | ETF-その他 | 0.79% | — | +8.63% | |
| 29 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.76% | — | +32.06% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.73% | +0.05% | +10.69% | |
| 31 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 0.71% | — | +0.85% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | — | +2.28% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.68% | -0.23% | -44.92% | |
| 34 | BND | Vanguard Total Bond Market | ETF-その他 | 0.68% | — | -8.15% | |
| 35 | XAWFX | Alliancebernstein Gl Hi INC | 株式-その他 | 0.64% | — | -25.06% | |
| 36 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.64% | — | +3.64% | |
| 37 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.63% | — | +3.23% | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.63% | — | — | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.62% | — | — | |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.61% | — | -59.76% | |
| 41 | HSY | Hershey Co/the | 株式-生活必需品 | 0.61% | — | -2.26% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | — | +0.80% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | -21.75% | |
| 44 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.53% | — | +13.09% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.52% | — | +5.63% | |
| 46 | SECT | Main Sector Rotation ETF | ETF-その他 | 0.51% | +0.07% | +9.25% | |
| 47 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.51% | — | +5.95% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.49% | +0.11% | +4.43% | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.48% | +0.18% | -18.60% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.48% | — | -9.31% |