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 | 42.73% | — | +2.45% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 8.86% | — | -40.70% | |
| 3 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 6.45% | — | — | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 4.69% | — | -0.67% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.09% | — | +2.37% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.91% | — | -0.50% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.87% | — | -0.89% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.86% | -0.80% | +2.19% | |
| 9 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 2.58% | — | +3.55% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.11% | — | — | |
| 11 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.62% | — | +96.99% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.46% | — | -5.42% | |
| 13 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 1.40% | — | +5.41% | |
| 14 | WELL | Welltower INC | 株式-不動産 | 1.39% | -0.89% | EXIT | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.29% | — | +5.61% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.26% | -0.32% | +2.07% | |
| 17 | SO | Southern Co/the | 株式-公益事業 | 1.04% | — | +0.96% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | — | -5.48% | |
| 19 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.78% | — | -2.76% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.64% | -0.77% | +0.90% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.61% | -0.42% | — | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.60% | — | +1.16% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.56% | +2.20% | |
| 24 | GPN | Global Payments INC | 株式-資本財 | 0.53% | — | — | |
| 25 | ARKK | Ark Innovation ETF | ETF-その他 | 0.50% | — | +32.23% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | — | +4.10% | |
| 27 | NFLX | Netflix INC | 株式-通信サービス | 0.39% | — | — | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.38% | -1.26% | — | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | -1.55% | +40.08% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.35% | — | +6.62% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.35% | — | — | |
| 32 | HUBB | Hubbell INC | 株式-資本財 | 0.27% | — | — | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.25% | -1.30% | +1.25% | |
| 34 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.24% | — | +8.50% | |
| 35 | PYPL | Paypal Holdings INC | 株式-金融 | 0.22% | — | — | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | -0.53% | +21.02% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.21% | — | -2.02% | |
| 38 | ADSK | Autodesk INC | 株式-IT | 0.21% | — | — | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.20% | — | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.20% | -0.37% | +5.45% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.17% | — | — | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.17% | -0.16% | -0.70% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.16% | — | — | |
| 44 | AB | Alliancebernstein Holding LP | 株式-その他 | 0.16% | — | — | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.16% | -0.65% | — | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.16% | — | +17.22% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.15% | — | — | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.15% | — | — | |
| 49 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.14% | — | — | |
| 50 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.14% | — | +2.89% |