CIK: 0001805250
申告総資産額
$6.2億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 52.67% | — | +1.73% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 6.67% | — | +4.90% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.51% | — | -1.41% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.48% | — | +13.79% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.37% | -0.80% | -3.89% | |
| 6 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 3.33% | — | -16.93% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.99% | — | — | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 1.89% | — | +0.69% | |
| 9 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.78% | — | +36.30% | |
| 10 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.72% | — | -4.97% | |
| 11 | SO | Southern Co/the | 株式-公益事業 | 1.71% | — | +0.84% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.47% | -0.32% | +5.63% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.39% | — | — | |
| 14 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 1.39% | — | -2.90% | |
| 15 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 1.22% | — | -72.09% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -0.77% | +1.72% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.86% | -0.42% | — | |
| 18 | GPN | Global Payments INC | 株式-資本財 | 0.81% | — | — | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.79% | — | — | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.78% | — | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.73% | — | -12.57% | |
| 22 | WELL | Welltower INC | 株式-不動産 | 0.69% | -0.89% | EXIT | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | -0.56% | — | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | — | +0.03% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | -1.26% | +2.85% | |
| 26 | NFLX | Netflix INC | 株式-通信サービス | 0.53% | — | — | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.46% | — | +0.28% | |
| 28 | HUBB | Hubbell INC | 株式-資本財 | 0.39% | — | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | -0.37% | +2.29% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | -1.55% | +5.13% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.31% | — | — | |
| 32 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.29% | — | +1.74% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.28% | -0.16% | +1.06% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.27% | — | +2.77% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | -0.65% | +3.69% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.26% | -1.30% | — | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.25% | — | — |