CIK: 0001964652
申告総資産額
$3.7億
上位200銘柄を表示中（全400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 | 27.66% | -9.38% | -4.34% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 9.98% | -2.42% | +1.93% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 8.33% | — | +0.25% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.53% | -1.51% | -1.66% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.13% | -1.90% | -5.95% | |
| 6 | CGCP | Cap Group Core Plus Income | ETF-その他 | 5.93% | -3.30% | +28.96% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.22% | -1.25% | +1.73% | |
| 8 | CGSD | Cap Group Short Duration | ETF-その他 | 3.06% | -2.11% | +6.76% | |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.26% | -0.17% | +1.84% | |
| 10 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 2.20% | — | +2.29% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.05% | — | +1.87% | |
| 12 | CGMU | Cap Group Municipal Income | ETF-その他 | 1.85% | +0.44% | +10.00% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.79% | — | +1.06% | |
| 14 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.59% | — | +4.90% | |
| 15 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 1.51% | -0.36% | +7.70% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.93% | -0.30% | -0.77% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | +0.03% | |
| 18 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.57% | -0.29% | +67.60% | |
| 19 | EFX | Equifax INC | 株式-資本財 | 0.46% | -0.11% | — | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | — | -0.49% | |
| 21 | RTX | Rtx CORP | 株式-資本財 | 0.41% | — | +0.36% | |
| 22 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.37% | — | +0.10% | |
| 23 | FITB | Fifth Third Bancorp | 株式-金融 | 0.36% | — | +0.16% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.34% | -0.08% | +0.22% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.33% | -0.13% | -1.72% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | -0.11% | +4.52% | |
| 27 | ES | Eversource Energy | 株式-公益事業 | 0.32% | — | -4.64% | |
| 28 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.29% | -0.07% | +16.43% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.28% | -0.05% | — | |
| 30 | TT | Trane Technologies plc | 株式-資本財 | 0.27% | — | +0.15% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.25% | -0.11% | +4.53% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | — | +0.09% | |
| 33 | CARR | Carrier Global CORP | 株式-資本財 | 0.22% | — | +0.19% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.22% | -0.01% | +11.04% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.22% | — | -1.45% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.22% | — | — | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | -0.03% | -0.12% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.19% | — | +2.19% | |
| 39 | HUBB | Hubbell INC | 株式-資本財 | 0.17% | — | -40.39% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.17% | -0.02% | +0.20% | |
| 41 | AFL | Aflac INC | 株式-金融 | 0.17% | — | -2.15% | |
| 42 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.16% | — | -1.49% | |
| 43 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.16% | — | +0.27% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.16% | -0.09% | -5.36% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.15% | -0.02% | -9.73% | |
| 46 | EDOW | First Trust Dow 30 Eql Wght | ETF-その他 | 0.15% | — | +0.19% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.14% | -0.05% | -4.94% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.14% | — | +0.59% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.13% | -0.05% | -4.03% | |
| 50 | AXP | American Express Co | 株式-金融 | 0.11% | -0.05% | +0.25% |