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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.20% | -3.83% | EXIT | |
| 2 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.16% | -7.66% | EXIT | |
| 3 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 5.86% | -5.95% | EXIT | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.99% | -6.23% | EXIT | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.35% | — | -15.56% | |
| 6 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 4.23% | -4.38% | EXIT | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 3.31% | — | +21.15% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.08% | -0.90% | EXIT | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.97% | -1.27% | EXIT | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.94% | — | +12.34% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.86% | — | +638.93% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.83% | -1.60% | EXIT | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.30% | — | -4.98% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.06% | -2.47% | EXIT | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.66% | -1.46% | EXIT | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.63% | -0.60% | EXIT | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.63% | -1.91% | EXIT | |
| 18 | AAPL | Apple INC | 株式-IT | 1.60% | -1.20% | EXIT | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.51% | — | — | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.51% | — | — | |
| 21 | CTAS | Cintas CORP | 株式-資本財 | 1.43% | — | -0.93% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.39% | — | -9.27% | |
| 23 | WM | Waste Management INC | 株式-資本財 | 1.37% | -0.63% | EXIT | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.36% | -3.27% | EXIT | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.27% | -1.04% | EXIT | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.21% | -0.54% | EXIT | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | -1.70% | EXIT | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.17% | -0.78% | EXIT | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.14% | — | +3.66% | |
| 30 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.09% | -1.17% | EXIT | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.09% | -0.77% | EXIT | |
| 32 | DE | Deere & Co | 株式-資本財 | 1.07% | -0.52% | EXIT | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.03% | -0.77% | EXIT | |
| 34 | ADBE | Adobe INC | 株式-IT | 1.03% | -0.65% | EXIT | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.97% | — | -28.96% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.85% | -1.21% | EXIT | |
| 37 | INTU | Intuit INC | 株式-IT | 0.83% | -0.56% | EXIT | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.82% | -0.53% | EXIT | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.77% | -0.56% | EXIT | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.68% | — | +11.44% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.63% | — | -1.53% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | +0.44% | |
| 43 | SPGI | S&p Global INC | 株式-金融 | 0.62% | -0.58% | EXIT | |
| 44 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.60% | — | +0.82% | |
| 45 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.60% | — | -0.81% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | — | -1.23% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.55% | — | -4.66% | |
| 48 | AWK | American Water Works Co INC | 株式-公益事業 | 0.55% | — | +2.49% | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.54% | — | -3.96% | |
| 50 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.53% | -1.00% | EXIT |