CIK: 0001891240
申告総資産額
$3.9億
上位200銘柄を表示中（全218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 | CAT | Caterpillar INC | 株式-資本財 | 4.12% | +1.68% | +0.51% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.10% | +0.08% | +0.70% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.80% | -0.14% | +23.80% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.26% | -0.64% | -5.91% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.25% | — | +2.08% | |
| 6 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.19% | — | +4.52% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.12% | -0.02% | +5.80% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.12% | — | +11.10% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.05% | — | -4.59% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 2.05% | -0.60% | +5.81% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.05% | — | +21.21% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.89% | -0.06% | +13.56% | |
| 13 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 1.78% | — | -4.33% | |
| 14 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.63% | +0.01% | +2.32% | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 1.33% | — | +22.84% | |
| 16 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.22% | — | +6.49% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.21% | +0.04% | +28.37% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.14% | +0.03% | -1.51% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.09% | — | +4.13% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.02% | +0.32% | +15.84% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.99% | — | +5.51% | |
| 22 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.99% | — | +62.97% | |
| 23 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.96% | -0.83% | +6.88% | |
| 24 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.94% | — | +10.34% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | — | +7.47% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.91% | -0.32% | +10.49% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.90% | — | -2.21% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.85% | — | +23.07% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.79% | — | +2.34% | |
| 30 | YYY | Amplify Cef High Income ETF | ETF-その他 | 0.76% | — | +3.22% | |
| 31 | VUG | Vanguard Growth ETF | ETF-その他 | 0.75% | +0.05% | +7.48% | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.72% | — | +3.20% | |
| 33 | HTAB | Hartford Schroders Tax Aware | ETF-その他 | 0.71% | — | -2.93% | |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.71% | — | +127.57% | |
| 35 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-その他 | 0.70% | — | +13.29% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | — | +15.91% | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.67% | +0.18% | +36.47% | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.61% | -0.23% | +2.89% | |
| 39 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.61% | — | +9.31% | |
| 40 | XAWFX | Alliancebernstein Gl Hi INC | 株式-その他 | 0.58% | — | +1.02% | |
| 41 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.57% | — | +0.89% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | — | +6.00% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.56% | — | +2.30% | |
| 44 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.55% | — | +3.28% | |
| 45 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 0.55% | — | -12.05% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | +22.80% | |
| 47 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.52% | — | -24.29% | |
| 48 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.49% | — | +2.46% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.49% | — | +16.40% | |
| 50 | KSS | Kohls CORP | 株式-一般消費財 | 0.49% | — | +19.81% |