CIK: 0001926783
申告総資産額
$8.7億
上位200銘柄を表示中（全389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 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.99% | -0.37% | +25.60% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.76% | -2.06% | -12.28% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.59% | -0.33% | -3.06% | |
| 4 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-その他 | 2.90% | -0.15% | +64.02% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.37% | — | +6.49% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 2.28% | -0.21% | +85.38% | |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 2.11% | +0.29% | +123.79% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.06% | — | +6.49% | |
| 9 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.99% | -2.25% | -43.18% | |
| 10 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 1.96% | — | +6.46% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 1.90% | — | +3.12% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.76% | -0.14% | +7.49% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 1.72% | -0.20% | +0.79% | |
| 14 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.64% | — | +3.79% | |
| 15 | JPEF | Jpmorgan Equity Focus ETF | ETF-その他 | 1.63% | -0.23% | +2.15% | |
| 16 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.57% | — | +6.67% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.52% | +0.44% | +3.55% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.50% | — | +1.70% | |
| 19 | PTRB | Pgim Total Return Bond ETF | ETF-その他 | 1.18% | — | -2.71% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 1.16% | — | -0.17% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.02% | +0.09% | +10.13% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.00% | — | +0.83% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.89% | -0.28% | -22.02% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.88% | +0.10% | -1.72% | |
| 25 | FSMD | Fidelity Small-mid Multifact | ETF-その他 | 0.88% | -0.73% | — | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | — | +0.11% | |
| 27 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.84% | — | -37.57% | |
| 28 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.84% | — | +12.09% | |
| 29 | CGGO | Cap Group Global Growth | ETF-その他 | 0.79% | — | — | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.74% | — | -0.59% | |
| 31 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.73% | -0.24% | -4.21% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.62% | — | +4.66% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.60% | — | +26.62% | |
| 34 | FJUL | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.58% | -0.62% | EXIT | |
| 35 | COP | Conocophillips | 株式-エネルギー | 0.57% | +0.27% | +7.29% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | — | -2.52% | |
| 37 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.55% | -0.48% | EXIT | |
| 38 | AIQ | Global X Art Intel & Tech | ETF-テック型 | 0.55% | -0.11% | +10.65% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | +1.72% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.54% | — | -0.14% | |
| 41 | ALL | Allstate CORP | 株式-金融 | 0.54% | — | +0.81% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | — | -18.31% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.50% | — | +0.34% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.49% | -0.10% | +1.28% | |
| 45 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.49% | — | +2.26% | |
| 46 | EBAY | Ebay INC | 株式-一般消費財 | 0.48% | — | -2.67% | |
| 47 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-その他 | 0.48% | — | -2.50% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.48% | — | +4.60% | |
| 49 | PNC | Pnc Financial Services Group | 株式-金融 | 0.47% | — | +4.59% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.45% | — | +2.45% |