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 | 25.21% | -2.15% | +3.35% | |
| 2 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-その他 | 16.09% | -0.22% | +0.55% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 12.86% | -0.13% | +7.16% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 11.13% | +0.02% | +5.46% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 10.77% | +1.30% | +12.85% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.01% | -0.69% | +11.88% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.95% | +0.28% | +0.41% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.45% | -0.03% | -2.32% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.20% | +0.02% | -1.10% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.20% | +0.02% | +3.77% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.11% | +0.19% | +9.63% | |
| 12 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.09% | -0.01% | -7.42% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.97% | +0.01% | -13.98% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.79% | +0.28% | +2.08% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.71% | -0.08% | -0.13% | |
| 16 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.66% | -0.09% | -18.79% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | — | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | -0.04% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | +0.02% | +0.04% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | +0.02% | +2135.78% | |
| 21 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.32% | — | -27.10% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | — | -1.47% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | +0.09% | +1.01% | |
| 24 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.30% | — | -8.70% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.29% | — | +0.27% | |
| 26 | ADI | Analog Devices INC | 株式-IT | 0.28% | — | — | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.27% | — | — | |
| 28 | INTC | Intel CORP | 株式-IT | 0.27% | -0.03% | — | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.24% | +0.62% | +8.46% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.21% | +0.13% | +9.91% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.21% | +0.01% | +31.65% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.20% | — | +0.49% | |
| 33 | RTX | Rtx CORP | 株式-資本財 | 0.20% | +0.02% | — | |
| 34 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.20% | — | — | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.19% | — | -0.79% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.19% | — | +1.23% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.18% | — | — | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.17% | — | — | |
| 39 | ADP | Automatic Data Processing | 株式-IT | 0.17% | — | — | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.16% | +0.05% | -4.68% | |
| 41 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.16% | — | — | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.16% | — | — | |
| 43 | MS | Morgan Stanley | 株式-金融 | 0.15% | +0.03% | — | |
| 44 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.14% | — | — | |
| 45 | SYK | Stryker CORP | 株式-ヘルスケア | 0.14% | — | — | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.13% | — | — | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.12% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.12% | — | +8.97% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.12% | -0.05% | EXIT | |
| 50 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.12% | — | -2.37% |