CIK: 0001899703
申告総資産額
$1.3億
上位200銘柄を表示中（全226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 | 6.53% | -0.66% | -1.75% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 5.43% | — | +8.75% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.64% | -0.05% | -6.38% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.21% | +0.25% | -5.91% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.20% | +0.07% | -4.68% | |
| 6 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.14% | — | -2.56% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.02% | — | +2.36% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-その他 | 2.86% | -0.33% | +1.84% | |
| 9 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 2.68% | +0.39% | +5.15% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.63% | -0.15% | -3.49% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.57% | -0.09% | -6.72% | |
| 12 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 2.42% | — | +0.01% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.36% | -0.22% | +1.01% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.21% | — | +2.06% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.20% | — | +2.00% | |
| 16 | PAVE | Global X US Infrastructure | ETF-その他 | 2.17% | +0.19% | -0.42% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.12% | -0.15% | -0.48% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.10% | -0.19% | -2.39% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 2.09% | -0.03% | -0.10% | |
| 20 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 2.09% | +0.01% | +0.35% | |
| 21 | AAAU | Goldman Sachs Physical Gold | ETF-コモディティ | 1.74% | +0.20% | +2.55% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.58% | — | -3.37% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.49% | — | +0.63% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.43% | -0.19% | — | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.38% | -0.26% | — | |
| 26 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.34% | -0.34% | +9.69% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.32% | -0.12% | -2.88% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.23% | -0.02% | -0.93% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.17% | — | -4.04% | |
| 30 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.17% | — | +10.94% | |
| 31 | CB | Chubb Limited | 株式-金融 | 1.11% | — | +2.11% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 1.01% | -0.06% | -5.60% | |
| 33 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.97% | -0.04% | +1.40% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.97% | — | -9.31% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.76% | -0.13% | -4.06% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.74% | — | -0.19% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.67% | -0.05% | -4.72% | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.61% | -0.07% | — | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.52% | +0.21% | — | |
| 40 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.50% | — | — | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.50% | — | +388.42% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | -0.04% | — | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | -0.05% | -4.14% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.43% | — | +3.06% | |
| 45 | MU | Micron Technology INC | 株式-IT | 0.43% | +0.15% | — | |
| 46 | TT | Trane Technologies plc | 株式-資本財 | 0.42% | — | -8.50% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | — | — | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.39% | — | -7.68% | |
| 49 | ETN | Eaton Corporation plc | 株式-資本財 | 0.36% | — | — | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.36% | — | — |