CIK: 0001992972
申告総資産額
$2.1億
| # | 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 | 17.59% | -0.92% | -0.85% | |
| 2 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-その他 | 5.00% | — | +3.19% | |
| 3 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 4.75% | -0.29% | +14.58% | |
| 4 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 4.11% | -1.26% | +0.81% | |
| 5 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 3.55% | +0.33% | +5.68% | |
| 6 | BBIN | JPM Betabuilders Intl Eqty | ETF-その他 | 3.49% | -0.35% | -3.15% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.42% | — | +22.03% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.32% | — | +303.80% | |
| 9 | JEMA | Jpmorgan Activebuilders Emer | ETF-その他 | 3.04% | — | +4.89% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 3.02% | — | +6.81% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 2.47% | +0.16% | +10.15% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.14% | — | +4.52% | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.09% | — | +18.85% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.01% | -3.64% | +11.23% | |
| 15 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.83% | -0.32% | -9.27% | |
| 16 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-その他 | 1.51% | -0.30% | -15.43% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.44% | — | +11.18% | |
| 18 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 1.29% | — | +0.36% | |
| 19 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 1.25% | — | -0.16% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.16% | +0.18% | +7.02% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.15% | +0.08% | -1.80% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.11% | +0.14% | +5.75% | |
| 23 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.97% | — | +93.58% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.94% | -0.16% | +14.44% | |
| 25 | DFIV | Dimensional International Va | ETF-その他 | 0.94% | — | +4.60% | |
| 26 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.89% | — | +7.25% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.87% | — | +4.31% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.86% | — | -1.20% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.83% | — | -15.98% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.82% | — | +4.22% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.81% | — | +28.21% | |
| 32 | MRNA | Moderna INC | 株式-ヘルスケア | 0.70% | — | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | +1.66% | |
| 34 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.67% | — | +8.61% | |
| 35 | BBEU | Jpmorgan Betabuilders Europe | ETF-その他 | 0.67% | — | -0.66% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | — | +83.24% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.61% | — | — | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | — | +116.46% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.59% | — | -4.13% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | — | +7.12% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | +0.08% | +21.60% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.56% | — | +1.91% | |
| 43 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.55% | — | +1.13% | |
| 44 | MDB | Mongodb INC | 株式-IT | 0.54% | -0.12% | EXIT | |
| 45 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.54% | — | +16.87% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | -0.25% | -0.46% | |
| 47 | FNAUSD | Paragon 28 INC | 株式-その他 | 0.49% | — | +1.44% | |
| 48 | BBAG | Jpmorgan Betabuilders US Agg | ETF-その他 | 0.46% | — | -30.96% | |
| 49 | CPB | THE Campbell's Company | 株式-生活必需品 | 0.46% | — | +0.46% | |
| 50 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 0.44% | — | — |