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 | 15.39% | -0.92% | +6.28% | |
| 2 | FEGE | First Eagle Gl Equity ETF | ETF-その他 | 6.00% | -0.03% | +2.19% | |
| 3 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 5.77% | -1.26% | +3.66% | |
| 4 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 4.46% | -0.29% | +0.14% | |
| 5 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 3.98% | +0.16% | -3.16% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.75% | -3.64% | +3.93% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 3.66% | — | +0.03% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 3.57% | +0.05% | +16.01% | |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 3.24% | +0.33% | +31.48% | |
| 10 | BBIN | JPM Betabuilders Intl Eqty | ETF-その他 | 2.79% | -0.35% | +1.93% | |
| 11 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 2.46% | -0.22% | +3.60% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.80% | — | -9.51% | |
| 13 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.75% | -0.35% | — | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.73% | +0.18% | +0.83% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.60% | +0.08% | -0.85% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.36% | +0.14% | +1.80% | |
| 17 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.34% | -0.32% | -16.33% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.33% | — | -2.39% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.13% | — | -0.52% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.08% | -0.16% | -0.50% | |
| 21 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 0.99% | — | -2.03% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.83% | — | -2.66% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.81% | — | -2.30% | |
| 24 | BBEU | Jpmorgan Betabuilders Europe | ETF-その他 | 0.74% | — | -1.19% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | +0.08% | +4.78% | |
| 26 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.72% | — | +9.22% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | -0.25% | +38.77% | |
| 28 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.68% | — | +6.24% | |
| 29 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.68% | — | -5.24% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.68% | -0.34% | +48.00% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | -8.26% | |
| 32 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-その他 | 0.66% | -0.30% | +5.59% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.62% | — | +35.74% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.61% | — | -1.55% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.61% | — | -4.32% | |
| 36 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.58% | — | +0.77% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.56% | — | -0.44% | |
| 38 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.56% | -0.56% | EXIT | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.56% | — | +2.82% | |
| 40 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.55% | — | +1.68% | |
| 41 | VKTX | Viking Therapeutics INC | 株式-ヘルスケア | 0.54% | — | +12.08% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | -4.84% | |
| 43 | JMOM | Jpmorgan US Momentum Factor | ETF-その他 | 0.49% | — | -0.01% | |
| 44 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 0.47% | — | -2.01% | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.45% | — | -50.19% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.45% | -0.45% | EXIT | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.45% | -0.17% | -6.23% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.44% | — | -3.12% | |
| 49 | DFIV | Dimensional International Va | ETF-その他 | 0.42% | — | -1.73% | |
| 50 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.41% | — | +16.10% |