CIK: 0001921304
申告総資産額
$2.3億
上位200銘柄を表示中（全505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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 27.93% | -0.76% | +3.00% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.33% | -0.40% | +1.37% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.44% | -0.42% | +2.96% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.44% | -0.23% | -2.64% | |
| 5 | ICE | Intercontinental Exchange In | 株式-金融 | 3.76% | -1.01% | -10.04% | |
| 6 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 3.08% | +0.13% | +8.04% | |
| 7 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 2.51% | +0.37% | +3.65% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-その他 | 2.51% | +0.13% | +3.19% | |
| 9 | DWM | Wisdomtree International Equ | ETF-その他 | 2.06% | -0.23% | +4.63% | |
| 10 | CGGO | Cap Group Global Growth | ETF-その他 | 2.00% | +0.14% | +4.11% | |
| 11 | AMJB | Alerian Mlp Etn2044 | ETF-その他 | 1.79% | — | +2.21% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.77% | — | +0.00% | |
| 13 | VDE | Vanguard Energy ETF | ETF-その他 | 1.72% | -0.55% | +5.36% | |
| 14 | PM | Philip Morris International | 株式-生活必需品 | 1.60% | -0.14% | +0.05% | |
| 15 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-その他 | 1.48% | -0.15% | +14.25% | |
| 16 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 1.34% | +0.15% | +63.33% | |
| 17 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.33% | -0.38% | +2.71% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.16% | — | -2.09% | |
| 19 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 1.12% | -0.04% | +2.35% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | -0.37% | -4.32% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.93% | -0.05% | -1.45% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | — | — | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 0.91% | -0.02% | — | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | +0.03% | +2.73% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.74% | -0.06% | -2.50% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.71% | -0.04% | — | |
| 27 | RZV | Invesco S&p Smallcap 600 Pur | ETF-その他 | 0.70% | +0.05% | +21.86% | |
| 28 | BR | Broadridge Financial Solutio | 株式-IT | 0.55% | — | -43.84% | |
| 29 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.48% | — | — | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.47% | -0.04% | +11.87% | |
| 31 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.46% | — | — | |
| 32 | NFLX | Netflix INC | 株式-通信サービス | 0.45% | -0.15% | -0.65% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | -0.01% | +5.63% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | -0.15% | -14.05% | |
| 35 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.44% | -0.06% | +50.89% | |
| 36 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.41% | -0.01% | +49.78% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | — | |
| 38 | T | At&t INC | 株式-通信サービス | 0.36% | -0.10% | -28.25% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.33% | — | -0.45% | |
| 40 | NJR | New Jersey Resources CORP | 株式-公益事業 | 0.33% | — | +15.55% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.33% | — | — | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.32% | — | -1.64% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.32% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.30% | — | — | |
| 45 | FSCO | Fs Credit Opportunities CORP | 株式-その他 | 0.29% | — | — | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | — | -2.76% | |
| 47 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.27% | — | — | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.27% | — | -8.38% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.26% | — | +0.03% | |
| 50 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.23% | — | — |