CIK: 0001908685
申告総資産額
$1.1億
| # | 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 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 16.72% | — | +24.83% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 11.17% | — | +179.33% | |
| 3 | BBIN | JPM Betabuilders Intl Eqty | ETF-その他 | 8.59% | — | +29.77% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 8.21% | — | +34.32% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.32% | — | +6.03% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.36% | — | +24.81% | |
| 7 | JEMA | Jpmorgan Activebuilders Emer | ETF-その他 | 3.24% | — | +10.60% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.11% | — | +75.62% | |
| 9 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 2.95% | — | +10.69% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 2.93% | — | -27.69% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.80% | — | +19.99% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.48% | — | -1.87% | |
| 13 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 1.40% | — | +21.83% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.34% | — | +216.41% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.33% | — | — | |
| 16 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 1.28% | — | — | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.08% | — | -29.66% | |
| 18 | BBEU | Jpmorgan Betabuilders Europe | ETF-その他 | 1.03% | — | +139.95% | |
| 19 | ENPH | Enphase Energy INC | 株式-IT | 0.97% | — | -18.74% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.90% | — | -24.74% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.85% | — | +4.10% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.83% | — | -48.58% | |
| 23 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.75% | — | +635.14% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | — | +6.01% | |
| 25 | BBMC | JPM Betabuilders US Mid Cap | ETF-その他 | 0.71% | — | -20.57% | |
| 26 | 0VVB | Paramount Global-class B | 株式-その他 | 0.70% | — | -1.67% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | -1.10% | |
| 28 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.63% | — | +15.89% | |
| 29 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.63% | — | +82.45% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.60% | — | -5.23% | |
| 31 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.59% | — | +12.39% | |
| 32 | ARRY | Array Technologies INC | 株式-その他 | 0.58% | — | +52.65% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.58% | — | -11.41% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.56% | — | -55.09% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | — | +1802.17% | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.53% | — | +4.98% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.50% | — | — | |
| 38 | FTGC | First Trust Global Tactical | ETF-その他 | 0.50% | — | -12.88% | |
| 39 | BND | Vanguard Total Bond Market | ETF-その他 | 0.47% | — | -76.29% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.46% | — | -3.45% | |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.44% | — | -56.50% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.43% | — | -1.12% | |
| 43 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.42% | — | -50.24% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.39% | — | -2.90% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.37% | — | +0.17% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.37% | — | +9.86% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | — | -5.84% | |
| 48 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.35% | — | — | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.34% | — | +7.95% | |
| 50 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.34% | — | +0.19% |