CIK: 0001899703
申告総資産額
$1.3億
上位200銘柄を表示中（全267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 | 5.72% | -0.66% | -0.28% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.92% | -0.05% | -1.85% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.74% | +0.07% | +0.92% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.54% | — | +302.77% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.52% | — | -1.22% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.36% | +0.25% | -4.06% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.33% | -0.15% | -0.44% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-その他 | 2.75% | -0.33% | +2.91% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.63% | -0.09% | -0.34% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.62% | — | -1.24% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.32% | — | -4.28% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.26% | — | -1.36% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.26% | -0.22% | +0.41% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 2.16% | +0.01% | +0.99% | |
| 15 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 2.12% | — | -19.61% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.08% | -0.15% | -0.15% | |
| 17 | PAVE | Global X US Infrastructure | ETF-その他 | 1.93% | +0.19% | -0.05% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.84% | — | +5.94% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.84% | -0.19% | +2.07% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.65% | — | -8.31% | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.61% | — | +25.21% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.57% | — | +0.43% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.53% | — | +0.54% | |
| 24 | AAAU | Goldman Sachs Physical Gold | ETF-コモディティ | 1.47% | +0.20% | +4.57% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.40% | — | +1.92% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.27% | -0.26% | -0.96% | |
| 27 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 1.23% | — | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.17% | — | +0.48% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.08% | -0.19% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.08% | -0.12% | — | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.08% | — | +0.53% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.07% | -0.02% | +1.00% | |
| 33 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.03% | -0.34% | -29.88% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.02% | — | — | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.99% | -0.03% | — | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.94% | -0.06% | — | |
| 37 | CB | Chubb Limited | 株式-金融 | 0.89% | — | — | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.70% | -0.05% | — | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.66% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | -0.13% | — | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.58% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | -0.05% | +0.27% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.53% | -0.04% | +61.27% | |
| 44 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.53% | — | -33.90% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.46% | +0.21% | — | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.41% | — | +4.41% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.40% | — | -6.26% | |
| 48 | AMT | American Tower CORP | 株式-不動産 | 0.40% | -0.04% | — | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.40% | — | +26.98% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.40% | -0.07% | — |