CIK: 0001766909
申告総資産額
$5.6億
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 23.61% | -2.15% | +1.75% | |
| 2 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-その他 | 16.37% | -0.22% | +1.89% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 13.33% | — | +3.36% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 11.43% | +0.02% | +6.34% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.96% | +1.30% | +22.65% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.03% | +0.28% | +1.75% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.91% | -0.69% | +26.27% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.66% | -0.03% | -1.50% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.50% | +0.02% | -0.17% | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.25% | -0.01% | — | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.21% | +0.19% | — | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.18% | -0.09% | +14.24% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.13% | +0.02% | +0.03% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.10% | +0.01% | +25.94% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | +0.28% | — | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | -0.08% | +2.74% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | -0.31% | |
| 18 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.44% | — | +25.16% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.43% | +0.02% | +14.39% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | +0.02% | — | |
| 21 | INTC | Intel CORP | 株式-IT | 0.37% | -0.03% | +1.63% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.35% | +0.09% | — | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | -0.04% | +0.03% | |
| 24 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.34% | — | — | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.32% | — | +0.71% | |
| 26 | ADI | Analog Devices INC | 株式-IT | 0.30% | — | — | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.27% | — | +75.56% | |
| 28 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.25% | — | — | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.25% | +0.62% | +11.29% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.25% | — | +0.09% | |
| 31 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.24% | — | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.24% | -0.05% | EXIT | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.23% | +0.13% | +0.37% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.23% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | +0.05% | — | |
| 36 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.22% | +0.25% | — | |
| 37 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.21% | — | — | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.19% | — | +2.94% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.19% | — | — | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.19% | — | +4.08% | |
| 41 | MS | Morgan Stanley | 株式-金融 | 0.18% | +0.03% | — | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.18% | — | — | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.18% | — | — | |
| 44 | SYK | Stryker CORP | 株式-ヘルスケア | 0.18% | — | — | |
| 45 | RTX | Rtx CORP | 株式-資本財 | 0.17% | +0.02% | — | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.17% | — | -0.43% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.15% | +0.01% | — | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.15% | — | — | |
| 49 | ADP | Automatic Data Processing | 株式-IT | 0.15% | — | -0.78% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.14% | — | +0.14% |