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 | 14.99% | -0.92% | +2.92% | |
| 2 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 5.95% | -1.26% | +1.07% | |
| 3 | FEGE | First Eagle Gl Equity ETF | ETF-その他 | 5.94% | -0.03% | +3.61% | |
| 4 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 4.53% | -0.29% | +2.68% | |
| 5 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 4.25% | +0.16% | +3.05% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.84% | -3.64% | +5.44% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 3.76% | — | +4.76% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 3.18% | +0.05% | +13.98% | |
| 9 | BBIN | JPM Betabuilders Intl Eqty | ETF-その他 | 2.80% | -0.35% | +1.30% | |
| 10 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 2.62% | +0.33% | +2.26% | |
| 11 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 2.44% | -0.22% | +14.24% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.97% | — | +1.99% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.77% | +0.18% | +10.54% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.71% | +0.08% | +2.28% | |
| 15 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.70% | -0.32% | +9.05% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.51% | +0.14% | +1.51% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.15% | — | -0.66% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | — | -4.65% | |
| 19 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 1.07% | — | -3.14% | |
| 20 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.97% | — | -19.79% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.94% | — | -1.13% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.86% | — | +7.68% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.86% | — | +0.73% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.82% | -0.16% | +1.62% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | — | +4.12% | |
| 26 | BBEU | Jpmorgan Betabuilders Europe | ETF-その他 | 0.75% | — | -0.98% | |
| 27 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.75% | — | +1.79% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | — | -1.89% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.70% | — | +3.29% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.69% | +0.08% | +1.91% | |
| 31 | BND | Vanguard Total Bond Market | ETF-その他 | 0.68% | — | -11.66% | |
| 32 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-その他 | 0.67% | -0.30% | +4.95% | |
| 33 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.66% | — | +15.40% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.61% | — | -12.10% | |
| 35 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.60% | — | +19.77% | |
| 36 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.60% | — | -8.82% | |
| 37 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.58% | — | +0.39% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.56% | — | -2.53% | |
| 39 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.54% | -0.56% | EXIT | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.54% | -0.25% | +5.04% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.52% | — | -0.28% | |
| 42 | JMOM | Jpmorgan US Momentum Factor | ETF-その他 | 0.52% | — | -3.51% | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.51% | — | +101.20% | |
| 44 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 0.49% | — | -3.54% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.48% | — | +7.79% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.48% | -0.17% | -26.85% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.47% | — | +4.42% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.45% | -0.34% | — | |
| 49 | DELL | Dell Technologies -c | 株式-IT | 0.42% | — | -41.42% | |
| 50 | DFIV | Dimensional International Va | ETF-その他 | 0.42% | — | -3.76% |