CIK: 0001964652
申告総資産額
$3.7億
上位200銘柄を表示中（全437銘柄）
| # | 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 | CGGR | Cap Group Growth Equity | ETF-その他 | 27.98% | -9.38% | -2.44% | |
| 2 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 9.81% | -1.15% | -5.75% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 8.19% | — | +0.09% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 7.55% | -1.51% | +2.90% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.38% | -1.90% | +2.28% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.36% | -1.25% | +6.25% | |
| 7 | CGSD | Cap Group Short Duration | ETF-その他 | 2.93% | -2.11% | +6.97% | |
| 8 | CGCP | Cap Group Core Plus Income | ETF-その他 | 2.44% | -3.30% | +5.41% | |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.02% | -0.17% | +2.28% | |
| 10 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.99% | — | +2.71% | |
| 11 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.96% | — | +3.09% | |
| 12 | CGMU | Cap Group Municipal Income | ETF-その他 | 1.81% | +0.44% | +6.32% | |
| 13 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.63% | — | +3.47% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.60% | — | +2.73% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.56% | — | -0.55% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.05% | -0.30% | +0.41% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.89% | — | +0.22% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | — | +0.47% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | — | -0.46% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | -0.11% | +0.68% | |
| 21 | ES | Eversource Energy | 株式-公益事業 | 0.53% | — | +0.26% | |
| 22 | RTX | Rtx CORP | 株式-資本財 | 0.45% | — | +0.37% | |
| 23 | EFX | Equifax INC | 株式-資本財 | 0.43% | -0.11% | — | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | -0.03% | +0.58% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.34% | -0.13% | +2.35% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | +0.95% | |
| 27 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.32% | — | +1.99% | |
| 28 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.31% | -0.02% | +0.11% | |
| 29 | FITB | Fifth Third Bancorp | 株式-金融 | 0.31% | — | — | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.31% | -0.05% | +0.11% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | -0.01% | +0.08% | |
| 32 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.29% | — | +1.97% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.27% | -0.08% | -0.27% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.27% | — | — | |
| 35 | T | At&t INC | 株式-通信サービス | 0.26% | -0.02% | -3.96% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.23% | — | +0.26% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.22% | -0.05% | +1.81% | |
| 38 | AXP | American Express Co | 株式-金融 | 0.22% | -0.05% | +0.32% | |
| 39 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.22% | -0.07% | -1.00% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.21% | -0.04% | +3.98% | |
| 41 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.19% | — | — | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.19% | — | +0.14% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.19% | -0.09% | +4.18% | |
| 44 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.18% | — | +0.23% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.18% | — | -7.22% | |
| 46 | CARR | Carrier Global CORP | 株式-資本財 | 0.18% | — | +0.26% | |
| 47 | BHVN | Biohaven Ltd. | 株式-その他 | 0.17% | — | — | |
| 48 | TT | Trane Technologies plc | 株式-資本財 | 0.17% | — | — | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.17% | — | -10.39% | |
| 50 | GPN | Global Payments INC | 株式-資本財 | 0.15% | -0.03% | — |