CIK: 0001926783
申告総資産額
$8.7億
上位200銘柄を表示中（全406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 | 4.24% | -0.37% | -8.05% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.50% | -2.06% | +3.82% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 3.10% | -2.25% | -18.08% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.09% | -0.33% | -5.24% | |
| 5 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-その他 | 2.82% | -0.15% | -3.46% | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.47% | — | +7.31% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.12% | — | +5.25% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.10% | -0.20% | +2.45% | |
| 9 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 1.98% | — | +4.95% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 1.89% | — | +0.91% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.83% | -0.14% | -8.13% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.76% | +0.44% | -0.60% | |
| 13 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.61% | — | +4.82% | |
| 14 | JPEF | Jpmorgan Equity Focus ETF | ETF-その他 | 1.56% | -0.23% | -0.50% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.53% | — | -0.32% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.32% | +1.88% | +228.50% | |
| 17 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 1.32% | +0.13% | +24.52% | |
| 18 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 1.27% | +0.20% | +21.53% | |
| 19 | PTRB | Pgim Total Return Bond ETF | ETF-その他 | 1.21% | — | +11.07% | |
| 20 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 1.15% | +0.29% | +6.43% | |
| 21 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 1.08% | -0.99% | +5.09% | |
| 22 | FSMD | Fidelity Small-mid Multifact | ETF-その他 | 1.03% | -0.73% | +0.76% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.97% | -0.28% | -7.82% | |
| 24 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.97% | — | +1.37% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.91% | — | -25.27% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.85% | — | +1.85% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.83% | +0.10% | -7.73% | |
| 28 | FEGE | First Eagle Gl Equity ETF | ETF-その他 | 0.79% | — | +0.07% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.77% | — | -8.40% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.75% | — | -37.40% | |
| 31 | COP | Conocophillips | 株式-エネルギー | 0.62% | +0.27% | +13.43% | |
| 32 | FJUL | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.62% | -0.62% | EXIT | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.61% | — | — | |
| 34 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.61% | — | +1.82% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | — | +23.14% | |
| 36 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.57% | -0.21% | +33.56% | |
| 37 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.57% | -0.24% | -16.48% | |
| 38 | AVDE | Avantis International Equity | ETF-その他 | 0.56% | -0.56% | EXIT | |
| 39 | AIQ | Global X Art Intel & Tech | ETF-テック型 | 0.55% | -0.11% | -4.25% | |
| 40 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.53% | +0.18% | +33.16% | |
| 41 | AMGN | Amgen INC | 株式-ヘルスケア | 0.53% | — | +811.61% | |
| 42 | PLD | Prologis INC | 株式-不動産 | 0.52% | — | +0.82% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.52% | -0.10% | +4.97% | |
| 44 | ALL | Allstate CORP | 株式-金融 | 0.51% | — | +1.08% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.50% | — | -3.28% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | -2.17% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | +0.09% | +29.14% | |
| 48 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.48% | — | +7.66% | |
| 49 | PNC | Pnc Financial Services Group | 株式-金融 | 0.48% | — | -0.14% | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.48% | — | +9.75% |