CIK: 0001797734
申告総資産額
$1.6億
| # | 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 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 22.92% | -1.20% | -1.01% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 14.46% | -0.19% | +1.28% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 14.32% | -0.15% | -3.48% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.31% | +0.32% | -0.72% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 6.29% | +0.30% | -0.08% | |
| 6 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-テック型 | 6.04% | +0.05% | -2.28% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 4.65% | — | +1.94% | |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 4.07% | — | +0.02% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.89% | — | -2.03% | |
| 10 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 3.76% | +0.44% | +1.14% | |
| 11 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 2.31% | +0.02% | +7.13% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.84% | — | +9.33% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.70% | -0.12% | — | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.54% | — | -0.36% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.25% | +0.10% | — | |
| 16 | FMB | First Trust Managed Municipa | ETF-その他 | 1.19% | — | -1.12% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.93% | — | -2.61% | |
| 18 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.76% | -0.01% | +6.27% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.55% | +0.01% | -2.81% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.38% | — | -0.16% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.30% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.28% | — | — | |
| 23 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.26% | — | -3.31% |