CIK: 0001801881
申告総資産額
—
| # | 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 | MUB | Ishares National Muni Bond E | ETF-その他 | 8.85% | -7.66% | EXIT | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.72% | -3.83% | EXIT | |
| 3 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 7.12% | -5.95% | EXIT | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.71% | — | -4.11% | |
| 5 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 4.06% | -4.38% | EXIT | |
| 6 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 3.34% | — | -24.21% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.17% | -1.60% | EXIT | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.94% | — | -18.24% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.93% | — | +7.73% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.77% | -1.46% | EXIT | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.59% | — | -17.69% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.53% | -1.27% | EXIT | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.52% | -2.47% | EXIT | |
| 14 | AAPL | Apple INC | 株式-IT | 2.03% | -1.20% | EXIT | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.90% | -1.70% | EXIT | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.89% | -0.60% | EXIT | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.69% | — | -11.30% | |
| 18 | WM | Waste Management INC | 株式-資本財 | 1.66% | -0.63% | EXIT | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 1.65% | — | +130.46% | |
| 20 | CTAS | Cintas CORP | 株式-資本財 | 1.49% | — | +2.45% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.42% | — | -12.42% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.33% | -0.54% | EXIT | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.33% | -0.77% | EXIT | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.30% | -1.04% | EXIT | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.28% | -0.77% | EXIT | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.20% | -0.78% | EXIT | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.16% | — | +3.66% | |
| 28 | DE | Deere & Co | 株式-資本財 | 0.95% | -0.52% | EXIT | |
| 29 | INTU | Intuit INC | 株式-IT | 0.93% | -0.56% | EXIT | |
| 30 | ADBE | Adobe INC | 株式-IT | 0.92% | -0.65% | EXIT | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.81% | -0.53% | EXIT | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.80% | -1.21% | EXIT | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | -0.56% | EXIT | |
| 34 | SPGI | S&p Global INC | 株式-金融 | 0.67% | -0.58% | EXIT | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.67% | — | +38.75% | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.65% | — | -14.18% | |
| 37 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.63% | -1.00% | EXIT | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.62% | — | -0.27% | |
| 39 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.58% | — | +7.66% | |
| 40 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.57% | — | +7.54% | |
| 41 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.57% | — | -73.69% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | — | -4.16% | |
| 43 | AWK | American Water Works Co INC | 株式-公益事業 | 0.55% | — | +15.13% | |
| 44 | MET | Metlife INC | 株式-金融 | 0.51% | — | +4.75% | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.49% | — | +5.48% | |
| 46 | TXN | Texas Instruments INC | 株式-IT | 0.49% | — | +16.84% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.48% | — | -0.64% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | -0.55% | EXIT | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | +4.40% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.45% | — | +170.08% |