CIK: 0001906539
申告総資産額
$5555.7万
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.31% | -1.76% | -2.46% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 4.07% | -0.62% | -0.10% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.94% | — | +0.27% | |
| 4 | MASI* | Masimo CORP | 株式-その他 | 3.83% | +0.42% | — | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.00% | -0.40% | +0.65% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.84% | +0.56% | +9.78% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.69% | — | -0.86% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.59% | — | +0.02% | |
| 9 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 1.93% | -0.30% | +1.95% | |
| 10 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 1.77% | -0.40% | -1.62% | |
| 11 | BBAG | Jpmorgan Betabuilders US Agg | ETF-その他 | 1.72% | — | -0.65% | |
| 12 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-その他 | 1.66% | — | +1.86% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.63% | — | +1.47% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.60% | — | -0.85% | |
| 15 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 1.50% | -0.33% | -1.10% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.32% | — | -1.52% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.30% | — | -7.36% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.29% | — | +0.20% | |
| 19 | XLSR | Ss US Sector Rotation | ETF-その他 | 1.28% | -0.39% | -0.27% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.25% | -0.40% | +4.22% | |
| 21 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-その他 | 1.22% | -0.25% | -0.30% | |
| 22 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.20% | +0.20% | +15.16% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.19% | -0.06% | -4.66% | |
| 24 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-その他 | 1.18% | -0.21% | -9.78% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.16% | — | +0.70% | |
| 26 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 1.16% | -0.37% | +0.15% | |
| 27 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.15% | +0.11% | -6.96% | |
| 28 | BND | Vanguard Total Bond Market | ETF-その他 | 1.09% | — | +4.66% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.98% | — | +3.64% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.96% | — | — | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | — | +14.30% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.87% | — | +69.64% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.81% | — | -2.67% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.81% | — | -1.58% | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.80% | — | — | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.79% | — | -0.11% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.78% | — | -1.90% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.78% | — | — | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | — | -3.49% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.77% | — | -1.28% | |
| 41 | FLCB | Franklin U.s. Core Bond ETF | ETF-その他 | 0.74% | — | -19.32% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | -38.65% | |
| 43 | TT | Trane Technologies plc | 株式-資本財 | 0.72% | — | -0.26% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.71% | +0.45% | NEW | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.68% | — | -0.36% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | +0.96% | |
| 47 | NUHY | Nuveen Esg Hi Yld CORP Bnd | ETF-その他 | 0.68% | — | +0.98% | |
| 48 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.61% | — | +2.62% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.61% | — | +6.73% | |
| 50 | ASML | ASML Holding N.V. | 株式-IT | 0.59% | — | +31.58% |