CIK: 0001966026
申告総資産額
$4.8億
上位200銘柄を表示中（全358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 | MSFT | Microsoft CORP | 株式-IT | 5.27% | -1.54% | +0.51% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.62% | -0.46% | -3.56% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.95% | +0.07% | +32.75% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.05% | — | +19.96% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.86% | +0.18% | +89.52% | |
| 6 | IBM | Intl Business Machines CORP | 株式-IT | 1.58% | -0.33% | -0.40% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.52% | +0.48% | +25.27% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.50% | -0.34% | +6.06% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.24% | +0.26% | +20.39% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.22% | — | -1.12% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.21% | +0.11% | +4.32% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 1.18% | +0.08% | +0.20% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.17% | — | +1.63% | |
| 14 | BDYN | Ishares Dyn Act ETF | ETF-その他 | 1.09% | — | -0.03% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.07% | — | +38.03% | |
| 16 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.01% | — | +2.60% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.97% | — | +3.19% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.95% | -0.17% | -2.14% | |
| 19 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-その他 | 0.88% | — | +2.75% | |
| 20 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.84% | — | +82.99% | |
| 21 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.75% | — | +0.78% | |
| 22 | BDVL | Ishares Dv Equity Active ETF | ETF-その他 | 0.74% | — | +5.04% | |
| 23 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.73% | — | +0.79% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | +0.22% | -1.07% | |
| 25 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.72% | — | +1.19% | |
| 26 | CAT | Caterpillar INC | 株式-資本財 | 0.70% | +0.11% | +2.68% | |
| 27 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.70% | -0.14% | +17.65% | |
| 28 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.69% | +0.06% | +24.44% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.68% | — | +48.61% | |
| 30 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-その他 | 0.68% | — | +2.05% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.66% | — | -0.88% | |
| 32 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.63% | — | +5.72% | |
| 33 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 0.61% | — | — | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.61% | — | +0.45% | |
| 35 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.60% | — | +6.03% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | +0.65% | |
| 37 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.60% | -0.20% | -1.03% | |
| 38 | CGGO | Cap Group Global Growth | ETF-その他 | 0.59% | — | +9.13% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.58% | — | -2.39% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.56% | — | +7.44% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.54% | — | +2.02% | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.54% | — | +0.13% | |
| 43 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.53% | — | +2.79% | |
| 44 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.53% | — | +24.95% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.53% | — | -1.15% | |
| 46 | XGDVX | Gabelli Dividend & Income Tr | 株式-その他 | 0.52% | — | +4.02% | |
| 47 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.51% | +0.07% | +10.69% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.51% | +0.13% | +29.37% | |
| 49 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.51% | +0.16% | +92.58% | |
| 50 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 0.50% | — | +12.43% |