CIK: 0001899703
申告総資産額
$1.3億
上位200銘柄を表示中（全229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 | 6.89% | -0.66% | +2.04% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.80% | -0.05% | -8.12% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.32% | +0.25% | +1.39% | |
| 4 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.50% | — | +4.41% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.34% | -0.15% | — | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.20% | +0.07% | -0.56% | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 3.11% | +0.39% | +0.19% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.09% | -0.22% | +10.27% | |
| 9 | JPIE | Jpmorgan Income ETF | ETF-その他 | 2.88% | -0.33% | -1.42% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.51% | -0.09% | -0.20% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.40% | -0.19% | -1.22% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.34% | -0.15% | +0.44% | |
| 13 | PAVE | Global X US Infrastructure | ETF-その他 | 2.31% | +0.19% | +0.04% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.29% | -0.34% | +75.91% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.16% | — | -9.80% | |
| 16 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 2.15% | — | +1.90% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.15% | -0.02% | +33.20% | |
| 18 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 2.14% | +0.01% | +2.32% | |
| 19 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.85% | — | -7.86% | |
| 20 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 1.61% | -0.06% | +675.84% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.61% | — | +0.52% | |
| 22 | AAAU | Goldman Sachs Physical Gold | ETF-コモディティ | 1.50% | +0.20% | -3.39% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.46% | -0.19% | — | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.41% | — | +19.48% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 1.36% | -0.03% | -7.16% | |
| 26 | CB | Chubb Limited | 株式-金融 | 1.31% | — | — | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.30% | — | +4.19% | |
| 28 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.28% | — | -43.80% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.27% | -0.12% | — | |
| 30 | MA | Mastercard INC - A | 株式-金融 | 1.17% | -0.06% | — | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 1.16% | -0.26% | -4.11% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.05% | — | +5.42% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.02% | — | -52.72% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.97% | +0.21% | +0.83% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.92% | — | -7.52% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.80% | — | — | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | -0.13% | — | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.72% | -0.05% | — | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.70% | -0.07% | — | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | -0.05% | — | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | -0.04% | — | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | — | — | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.48% | -0.04% | -13.41% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.46% | — | -5.03% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.44% | — | +0.91% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.41% | — | +122.71% | |
| 47 | AMT | American Tower CORP | 株式-不動産 | 0.40% | -0.04% | — | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.36% | — | — | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.36% | — | — | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.33% | — | — |