CIK: 0001855713
申告総資産額
$35.7億
上位200銘柄を表示中（全293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 | AAPL | Apple INC | 株式-IT | 3.14% | -0.20% | -4.48% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 2.38% | -0.41% | -0.44% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 2.32% | — | +3.73% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 2.30% | — | +21.86% | |
| 5 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 2.14% | -1.42% | -0.01% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.08% | -0.29% | +1.44% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.04% | -0.44% | +1.46% | |
| 8 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.91% | — | +104.58% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.72% | — | -5.80% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.70% | -0.12% | +10.95% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.70% | — | +2.98% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.68% | — | +0.64% | |
| 13 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.61% | +0.14% | +1.00% | |
| 14 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-大型株・グロース | 1.58% | — | -1.17% | |
| 15 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 1.58% | — | +143.89% | |
| 16 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.51% | +0.15% | +0.95% | |
| 17 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 1.47% | — | +179.13% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.43% | — | +4.45% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.33% | — | +3.50% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.28% | — | +3.77% | |
| 21 | XLF | Ss Financial Select Sector | ETF-その他 | 1.23% | -0.23% | -1.68% | |
| 22 | AVDE | Avantis International Equity | ETF-その他 | 1.20% | — | +8.02% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.13% | — | +0.85% | |
| 24 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.03% | — | -1.31% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.01% | — | +3.87% | |
| 26 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.97% | — | +3.27% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.96% | -0.99% | -7.96% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.88% | — | +2.43% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.86% | -0.33% | +8.80% | |
| 30 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.85% | — | +0.82% | |
| 31 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.83% | +0.11% | +0.77% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.81% | -0.12% | +4.54% | |
| 33 | HDEF | Xtrackers Msci Eafe High Div | ETF-その他 | 0.81% | — | +1.45% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.80% | — | +0.63% | |
| 35 | PAVE | Global X US Infrastructure | ETF-その他 | 0.80% | — | -4.31% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.78% | — | -1.28% | |
| 37 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.77% | — | +1.95% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | -0.17% | +2.82% | |
| 39 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.69% | — | -29.69% | |
| 40 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.69% | +0.13% | +13.04% | |
| 41 | IDHQ | Invesco S&p International De | ETF-その他 | 0.67% | — | +2.89% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.66% | — | -2.22% | |
| 43 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-その他 | 0.65% | — | +6.56% | |
| 44 | ✓ | Investment Managers Ser Tr I | 株式-その他 | 0.64% | — | +1.26% | |
| 45 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.63% | — | -24.69% | |
| 46 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.62% | — | +72.59% | |
| 47 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.62% | — | +34.04% | |
| 48 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.61% | — | +0.11% | |
| 49 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.61% | — | +2.29% | |
| 50 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.60% | — | -1.49% |