CIK: 0001898131
申告総資産額
$2.3億
| # | 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 | 11.61% | -2.38% | -2.18% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 5.88% | -0.34% | -2.50% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.97% | -0.21% | -1.76% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.33% | -0.30% | EXIT | |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 4.05% | -0.13% | -4.07% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.66% | +0.58% | +29.25% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.30% | -0.10% | -3.60% | |
| 8 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 2.92% | -0.02% | -1.31% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.45% | — | -3.69% | |
| 10 | ZECP | Zacks Earnings Consistent Po | ETF-その他 | 2.33% | — | +15.94% | |
| 11 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 2.33% | — | -2.57% | |
| 12 | SMIZ | Zacks Small/mid Cap ETF | ETF-その他 | 2.31% | — | +4.88% | |
| 13 | JIVE | JPM Interntl Value ETF | ETF-その他 | 2.07% | +0.27% | — | |
| 14 | PHEQ | Parametric Hedged Equity ETF | ETF-その他 | 1.86% | — | -0.62% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.80% | +0.21% | -6.92% | |
| 16 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.61% | -0.13% | -3.46% | |
| 17 | VCRM | Vanguard Core Tax-ex Bond | ETF-その他 | 1.57% | — | -0.13% | |
| 18 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-その他 | 1.36% | — | — | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.36% | +0.32% | +16.39% | |
| 20 | FPEI | First Trust Institutional Pr | ETF-その他 | 1.35% | — | -23.31% | |
| 21 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 1.30% | — | -1.52% | |
| 22 | CLOI | Vaneck Clo ETF | ETF-その他 | 1.29% | — | -37.80% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.27% | — | -3.10% | |
| 24 | PAPI | Parametric Equity Prem Inco | ETF-その他 | 1.09% | +0.12% | -0.86% | |
| 25 | GCC | Wisdomtree Enhanced Commodit | ETF-その他 | 0.99% | +0.15% | -2.94% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | -0.11% | -2.09% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | — | +15.18% | |
| 28 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.92% | -0.20% | +4.38% | |
| 29 | FLMI | Franklin Dynamic Municipal B | ETF-その他 | 0.87% | -0.11% | EXIT | |
| 30 | VSDM | Vanguard Short Tax-ex Bond | ETF-その他 | 0.69% | — | -15.42% | |
| 31 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-その他 | 0.65% | — | +2.71% | |
| 32 | BA | Boeing Co/the | 株式-資本財 | 0.65% | — | +2.02% | |
| 33 | PCAR | Paccar INC | 株式-資本財 | 0.60% | — | -0.46% | |
| 34 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 0.60% | -0.08% | +21.59% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | — | -6.72% | |
| 36 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.59% | +0.20% | +6.97% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | — | -5.41% | |
| 38 | FISV | Fiserv INC | 株式-その他 | 0.52% | — | -2.92% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | -2.05% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | +0.15% | -11.02% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | -12.40% | |
| 42 | BBIN | JPM Betabuilders Intl Eqty | ETF-その他 | 0.49% | — | +1.42% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.48% | — | +0.05% | |
| 44 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 0.48% | — | -3.04% | |
| 45 | AVGO | Broadcom INC | 株式-IT | 0.46% | — | -5.13% | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.44% | +0.15% | -0.48% | |
| 47 | EMR | Emerson Electric Co | 株式-資本財 | 0.41% | — | -1.72% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.39% | — | -7.58% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.39% | — | +1.71% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.39% | — | -4.38% |