CIK: 0001964652
申告総資産額
$3.7億
上位200銘柄を表示中（全419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 | 26.97% | -9.38% | +0.15% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 9.18% | -2.10% | +1.68% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 8.98% | -2.42% | +1.47% | |
| 4 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 6.39% | -1.15% | +1.06% | |
| 5 | CGCP | Cap Group Core Plus Income | ETF-その他 | 5.48% | -3.30% | +4.43% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 5.10% | -1.90% | -2.07% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 4.95% | -1.51% | -0.71% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.08% | -1.25% | +1.96% | |
| 9 | CGSD | Cap Group Short Duration | ETF-その他 | 2.96% | -2.11% | +3.30% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.01% | -0.17% | +2.77% | |
| 11 | CGDV | Cap Group Dividend Value | ETF-その他 | 1.77% | -0.29% | +11.35% | |
| 12 | CGMU | Cap Group Municipal Income | ETF-その他 | 1.64% | +0.44% | +4.63% | |
| 13 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 1.63% | -0.36% | +0.44% | |
| 14 | CSRE | C&s Real Estate Active ETF | ETF-その他 | 1.61% | +0.19% | — | |
| 15 | EVLN | Eaton Vance Floating-rate | ETF-その他 | 1.46% | -1.17% | EXIT | |
| 16 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.44% | -0.15% | +1.87% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.88% | -0.30% | +6.61% | |
| 18 | CPSD | Clms S&p Str Alt Dec | ETF-その他 | 0.62% | — | -1.36% | |
| 19 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.49% | — | +2.13% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | +0.03% | |
| 21 | RTX | Rtx CORP | 株式-資本財 | 0.45% | — | -1.01% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | — | +8.97% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.35% | -0.08% | -0.42% | |
| 24 | EFX | Equifax INC | 株式-資本財 | 0.33% | -0.11% | — | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.33% | -0.13% | -0.66% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | -0.11% | +1.52% | |
| 27 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.31% | -0.07% | -0.05% | |
| 28 | FITB | Fifth Third Bancorp | 株式-金融 | 0.29% | — | +0.18% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.28% | -0.11% | -0.73% | |
| 30 | ES | Eversource Energy | 株式-公益事業 | 0.27% | — | +0.26% | |
| 31 | TT | Trane Technologies plc | 株式-資本財 | 0.24% | — | +0.15% | |
| 32 | BOW | Bowhead Specialty Holdings I | 株式-その他 | 0.23% | -0.10% | — | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.22% | -0.09% | +1.13% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.20% | — | +11.78% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.20% | — | — | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.19% | -0.01% | +0.11% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.18% | -0.03% | +2.24% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.18% | — | +0.21% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.18% | -0.02% | -1.17% | |
| 40 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.17% | — | -90.60% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.17% | — | +4.47% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.16% | -0.05% | — | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.16% | — | +0.25% | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.15% | -0.04% | -5.55% | |
| 45 | MU | Micron Technology INC | 株式-IT | 0.14% | -0.02% | +15538.46% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.14% | -0.05% | +0.11% | |
| 47 | AFL | Aflac INC | 株式-金融 | 0.13% | — | +0.04% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.13% | -0.05% | +0.15% | |
| 49 | CARR | Carrier Global CORP | 株式-資本財 | 0.12% | — | -4.52% | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.12% | -0.02% | +0.24% |