CIK: 0001800379
申告総資産額
$5.5億
上位200銘柄を表示中（全245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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.78% | — | +6.42% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 4.71% | +0.30% | +4.79% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.39% | -0.26% | -2.60% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 4.09% | — | +1.49% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.79% | -0.22% | -1.13% | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.33% | -0.50% | -3.06% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.87% | -0.06% | -0.78% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.81% | +0.18% | +6.89% | |
| 9 | JSCP | Jpmorgan Short Duration Core | ETF-その他 | 2.22% | +0.20% | +10.55% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.19% | +0.41% | +14.70% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.92% | +0.25% | +34.42% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.75% | -0.06% | -3.55% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.67% | -0.19% | -8.58% | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.62% | -0.17% | -1.65% | |
| 15 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.53% | +0.18% | +27.27% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.52% | +0.11% | -11.67% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.50% | -0.10% | +0.02% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.44% | — | +2.99% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.43% | -0.06% | +3.09% | |
| 20 | SSUS | Day Hagan Smart Sector ETF | ETF-その他 | 1.43% | — | -2.67% | |
| 21 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 1.35% | — | -2.33% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.31% | -0.10% | +3.75% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.29% | — | +1.62% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.11% | — | +8.80% | |
| 25 | MS | Morgan Stanley | 株式-金融 | 1.09% | -0.08% | -2.58% | |
| 26 | ARKK | Ark Innovation ETF | ETF-その他 | 1.03% | -0.13% | +0.50% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | — | +4.65% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.99% | -0.08% | -1.63% | |
| 29 | LNTH | Lantheus Holdings INC | 株式-ヘルスケア | 0.96% | +0.13% | — | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.93% | — | +16.09% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.90% | -0.07% | -3.00% | |
| 32 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.89% | +0.10% | +13.92% | |
| 33 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.88% | — | +10.75% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.83% | -0.16% | +1.27% | |
| 35 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.81% | -0.05% | -2.30% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | -0.08% | -1.96% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.75% | -0.07% | -5.24% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.70% | — | +12.44% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.66% | — | -3.57% | |
| 40 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.66% | -0.23% | -14.35% | |
| 41 | AWR | American States Water Co | 株式-公益事業 | 0.65% | — | -1.88% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | -0.06% | -1.17% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | +0.97% | |
| 44 | FLV | American Century Focused Lar | ETF-その他 | 0.64% | — | +1.77% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.62% | +0.10% | -1.31% | |
| 46 | EMR | Emerson Electric Co | 株式-資本財 | 0.60% | — | -0.45% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.54% | — | -2.08% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.54% | — | -8.41% | |
| 49 | UL | Unilever PLC | 株式-生活必需品 | 0.54% | — | -1.27% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.52% | — | +1.67% |