CIK: 0001844201
申告総資産額
$4.4億
上位200銘柄を表示中（全1241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 | PVAL | Putnam Focused Lrg Cap Value | ETF-その他 | 12.57% | -1.84% | +2.07% | |
| 2 | LRGE | Clearbridge Large Cap Growth | ETF-大型株・グロース | 11.14% | — | +1.64% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.59% | -0.92% | +8.14% | |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 4.58% | -0.58% | -1.73% | |
| 5 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 3.85% | -0.54% | -16.31% | |
| 6 | NYF | Ishares New York Muni Bond E | ETF-その他 | 2.82% | -0.48% | -1.77% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.81% | — | -2.27% | |
| 8 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.45% | -0.26% | +3.85% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.32% | -0.16% | -3.58% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.22% | -0.21% | -0.93% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.16% | -0.57% | +8.48% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.47% | -0.41% | -14.11% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.35% | -0.44% | -7.63% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.19% | -0.23% | -3.75% | |
| 15 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.03% | — | -18.99% | |
| 16 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.89% | -0.11% | +3.42% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.88% | -0.10% | +8.17% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.87% | — | +2.60% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.85% | -0.11% | -1.81% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 0.84% | -0.19% | +835.95% | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.78% | — | +1.25% | |
| 22 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.74% | — | +6.73% | |
| 23 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.69% | -0.10% | EXIT | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | -0.19% | -0.36% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | — | -1.97% | |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.60% | — | -1.03% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.56% | — | -3.36% | |
| 28 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.55% | — | -4.09% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.51% | -0.05% | +3.50% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.44% | — | -38.85% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | — | -1.94% | |
| 32 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.44% | — | -7.09% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.40% | — | -2.01% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | -0.17% | +11.96% | |
| 35 | NCDL | Nuveen Churchill Direct Lend | 株式-その他 | 0.38% | -0.12% | — | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | — | -0.85% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.37% | -0.13% | +0.82% | |
| 38 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.34% | — | -2.83% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | — | +0.24% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.33% | -0.19% | +13.71% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.31% | -1.25% | -21.53% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.30% | — | +8.43% | |
| 43 | NFJ | Virtus Dvd Intrst & Prm Str | 株式-その他 | 0.29% | — | +0.27% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.28% | — | +2.17% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.28% | — | -8.37% | |
| 46 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.26% | — | -5.51% | |
| 47 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.26% | — | +1.84% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | — | -13.42% | |
| 49 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 0.25% | — | -0.64% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.25% | — | -87.75% |