CIK: 0001899703
申告総資産額
$1.3億
上位200銘柄を表示中（全282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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.16% | -0.66% | +7.15% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 4.41% | -0.04% | +199.48% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.19% | -0.05% | +7.04% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.63% | +0.07% | +5.72% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.41% | — | +6.15% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.41% | +0.25% | -1.60% | |
| 7 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 3.37% | — | +7.25% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.66% | -0.09% | -0.49% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.58% | — | +0.21% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.52% | -0.15% | — | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.42% | — | +223.93% | |
| 12 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.30% | — | +7.59% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.15% | -0.22% | +5.23% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.07% | — | +6.77% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.05% | — | -1.71% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.04% | -0.15% | -1.29% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.73% | — | +11.67% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.69% | — | +189.59% | |
| 19 | PAVE | Global X US Infrastructure | ETF-その他 | 1.62% | +0.19% | +6.41% | |
| 20 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.61% | — | -26.88% | |
| 21 | AAAU | Goldman Sachs Physical Gold | ETF-コモディティ | 1.45% | +0.20% | +6.97% | |
| 22 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.45% | -0.34% | -3.73% | |
| 23 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.37% | -0.33% | +88.19% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.37% | — | +699.73% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.32% | -0.19% | +22.20% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.18% | — | +12.66% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.17% | — | -11.24% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.13% | -0.02% | +0.93% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.09% | — | +49.88% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.05% | — | +237.63% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.05% | -0.12% | — | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 1.04% | -0.26% | — | |
| 33 | CB | Chubb Limited | 株式-金融 | 0.99% | — | — | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.98% | — | — | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | -0.19% | +1900.00% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.91% | — | +0.64% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.82% | -0.05% | — | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.81% | -0.06% | -4.93% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.80% | — | -4.07% | |
| 40 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.78% | +0.01% | -62.12% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.63% | — | +1.34% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.61% | -0.13% | — | |
| 43 | AMT | American Tower CORP | 株式-不動産 | 0.57% | -0.04% | — | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | +0.23% | |
| 45 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.54% | — | +642.05% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.50% | +0.21% | — | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | -0.05% | +0.29% | |
| 48 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.43% | — | +39.53% | |
| 49 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.41% | — | — | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.39% | -0.03% | — |