CIK: 0001844201
申告総資産額
$4.4億
上位200銘柄を表示中（全531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 | 16.78% | -1.84% | +17.66% | |
| 2 | LRGE | Clearbridge Large Cap Growth | ETF-大型株・グロース | 12.02% | — | +5.62% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 9.93% | -0.92% | +40.55% | |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 5.49% | -0.58% | +8.24% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.96% | -0.57% | -3.91% | |
| 6 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 3.03% | -0.26% | +20.63% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.35% | -0.21% | +2.14% | |
| 8 | NCDL | Nuveen Churchill Direct Lend | 株式-その他 | 1.78% | -0.12% | -14.83% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.24% | -0.10% | +14.43% | |
| 10 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 1.22% | -0.11% | +11.97% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.13% | -0.23% | -6.36% | |
| 12 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.13% | — | +20.71% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.06% | -0.44% | -7.93% | |
| 14 | ICE | Intercontinental Exchange In | 株式-金融 | 1.05% | — | — | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.01% | — | +7.48% | |
| 16 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.99% | — | +13.51% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.75% | — | +8.17% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.70% | — | +5.36% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.68% | -0.19% | -1.35% | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.66% | -0.05% | +16.16% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | -0.19% | +1.54% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | -5.58% | |
| 23 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.54% | — | -50.64% | |
| 24 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.51% | — | +9.24% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | -0.19% | +5.51% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | — | -4.14% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.43% | — | +2.69% | |
| 28 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.42% | — | — | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | — | +14.09% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.37% | — | +8.45% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.36% | -0.13% | — | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.36% | — | -6.11% | |
| 33 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.35% | — | -0.48% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | +1.64% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.34% | -0.17% | +0.84% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.33% | — | +6.71% | |
| 37 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.33% | — | +7.41% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.31% | — | +39.15% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.29% | — | -2.03% | |
| 40 | SPGI | S&p Global INC | 株式-金融 | 0.28% | — | +0.51% | |
| 41 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.28% | — | -28.27% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | — | +8.80% | |
| 43 | NFLX | Netflix INC | 株式-通信サービス | 0.26% | — | -9.10% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | — | +1.61% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.25% | — | -5.22% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.24% | — | +1.98% | |
| 47 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.24% | -0.54% | -93.94% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.24% | -0.16% | -88.63% | |
| 49 | NFJ | Virtus Dvd Intrst & Prm Str | 株式-その他 | 0.23% | — | +0.61% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.23% | — | +1.96% |