CIK: 0002135125
申告総資産額
$9969.8万
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.37% | +0.11% | -0.12% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.59% | -0.17% | -0.67% | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 3.68% | -0.33% | -0.15% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.46% | -0.65% | -0.92% | |
| 5 | JPIE | Jpmorgan Income ETF | ETF-その他 | 3.43% | +0.42% | +21.29% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.34% | -0.12% | -1.05% | |
| 7 | PPA | Invesco Aerospace & Defense | ETF-その他 | 2.96% | +0.36% | -7.03% | |
| 8 | IBM | Intl Business Machines CORP | 株式-IT | 2.74% | -0.44% | — | |
| 9 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 2.58% | — | +78.03% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.58% | -0.13% | -5.40% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 2.45% | -0.25% | +3.76% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 2.20% | -0.27% | — | |
| 13 | PAVE | Global X US Infrastructure | ETF-その他 | 2.15% | +0.33% | +3.30% | |
| 14 | PWB | Invesco Large Cap Growth ETF | ETF-大型株・グロース | 2.08% | +0.06% | -3.13% | |
| 15 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 2.05% | -0.14% | +1.31% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.01% | -0.07% | -0.25% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.81% | +0.02% | — | |
| 18 | PVAL | Putnam Focused Lrg Cap Value | ETF-その他 | 1.77% | — | +10.99% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.63% | -0.40% | -21.91% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.60% | -0.12% | -7.64% | |
| 21 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 1.52% | — | +43.05% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.52% | -0.13% | -13.54% | |
| 23 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 1.51% | +0.24% | -3.15% | |
| 24 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 1.47% | +0.21% | -5.37% | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.43% | -0.14% | -12.12% | |
| 26 | HWM | Howmet Aerospace INC | 株式-資本財 | 1.42% | — | -13.09% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.38% | +0.37% | +0.83% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.37% | — | -6.85% | |
| 29 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.34% | -0.56% | -4.31% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.23% | -0.09% | -10.98% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.22% | -0.01% | -1.52% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.17% | -0.03% | — | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.11% | — | -21.89% | |
| 34 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.11% | -0.85% | -2.23% | |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.05% | — | -6.26% | |
| 36 | JTEK | Jpmorgan US Tech Leaders | ETF-テック型 | 0.72% | -0.12% | +0.36% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.71% | — | -10.95% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | -0.10% | — | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.67% | -0.03% | -0.49% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.66% | — | — | |
| 41 | SPGI | S&p Global INC | 株式-金融 | 0.61% | -0.13% | — | |
| 42 | PTRB | Pgim Total Return Bond ETF | ETF-その他 | 0.57% | — | +86.05% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.28% | — | |
| 44 | FTNT | Fortinet INC | 株式-IT | 0.54% | — | -6.82% | |
| 45 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.50% | — | +88.82% | |
| 46 | GS | Goldman Sachs Group INC | 株式-金融 | 0.50% | — | — | |
| 47 | FLMI | Franklin Dynamic Municipal B | ETF-その他 | 0.47% | +0.31% | — | |
| 48 | TOUS | T Rowe Prc International Eq | ETF-その他 | 0.47% | — | -3.34% | |
| 49 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.40% | -0.05% | -29.41% | |
| 50 | GLW | Corning INC | 株式-IT | 0.37% | — | — |