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 | 10.79% | -2.38% | -0.11% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 5.84% | -0.34% | -0.37% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.98% | -0.21% | -1.47% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.26% | -0.30% | EXIT | |
| 5 | AAPL | Apple INC | 株式-IT | 3.99% | -0.10% | +0.15% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 3.96% | -0.13% | +0.66% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.61% | +0.58% | +1.45% | |
| 8 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 2.91% | -0.02% | -0.31% | |
| 9 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 2.58% | — | +9.05% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.48% | — | -1.35% | |
| 11 | SMIZ | Zacks Small/mid Cap ETF | ETF-その他 | 2.40% | — | +0.11% | |
| 12 | ZECP | Zacks Earnings Consistent Po | ETF-その他 | 2.32% | — | +0.11% | |
| 13 | JIVE | JPM Interntl Value ETF | ETF-その他 | 2.26% | +0.27% | +6.18% | |
| 14 | PHEQ | Parametric Hedged Equity ETF | ETF-その他 | 1.84% | — | -0.03% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.68% | +0.21% | +0.02% | |
| 16 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.60% | -0.13% | -1.87% | |
| 17 | VCRM | Vanguard Core Tax-ex Bond | ETF-その他 | 1.53% | — | -1.24% | |
| 18 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-その他 | 1.38% | — | -0.23% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.32% | +0.32% | -1.19% | |
| 20 | FPEI | First Trust Institutional Pr | ETF-その他 | 1.32% | — | +0.55% | |
| 21 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 1.26% | — | +0.37% | |
| 22 | CLOI | Vaneck Clo ETF | ETF-その他 | 1.25% | — | +0.58% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.22% | — | -0.73% | |
| 24 | PAPI | Parametric Equity Prem Inco | ETF-その他 | 1.11% | +0.12% | +0.86% | |
| 25 | GCC | Wisdomtree Enhanced Commodit | ETF-その他 | 1.01% | +0.15% | -0.53% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | — | -0.24% | |
| 27 | FLMI | Franklin Dynamic Municipal B | ETF-その他 | 0.86% | -0.11% | EXIT | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | -0.11% | +0.07% | |
| 29 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.83% | -0.20% | +0.18% | |
| 30 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 0.77% | — | +102.27% | |
| 31 | VSDM | Vanguard Short Tax-ex Bond | ETF-その他 | 0.66% | — | -0.63% | |
| 32 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 0.64% | -0.08% | +4.40% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | — | -0.07% | |
| 34 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.61% | +0.20% | +6.29% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.60% | — | -0.17% | |
| 36 | PCAR | Paccar INC | 株式-資本財 | 0.59% | — | — | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.58% | — | -2.35% | |
| 38 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-その他 | 0.54% | — | -17.63% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | -1.77% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.52% | — | +0.00% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | +0.15% | -0.90% | |
| 42 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 0.51% | — | +4.50% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.49% | — | -0.03% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | -0.77% | |
| 45 | FISV | Fiserv INC | 株式-その他 | 0.48% | — | -0.05% | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.47% | +0.15% | -0.09% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | — | +0.49% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.39% | — | -0.16% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.39% | — | +1.62% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | +0.09% |