CIK: 0001696802
申告総資産額
$1.1億
| # | 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 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 16.19% | +2.48% | -37.68% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 10.96% | -5.90% | -2.22% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 9.50% | +0.26% | +9.66% | |
| 4 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 7.24% | +4.40% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.02% | -4.04% | +0.81% | |
| 6 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 6.20% | +0.27% | +18.40% | |
| 7 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 6.14% | +1.10% | — | |
| 8 | HDV | Ishares Core High Dividend E | ETF-その他 | 5.50% | +0.96% | -2.58% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.74% | — | -0.17% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 3.24% | -0.34% | +14.35% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.06% | -0.19% | -3.54% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 2.62% | -0.04% | -0.89% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.52% | — | +123.34% | |
| 14 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-その他 | 2.15% | +0.12% | -0.24% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.89% | — | +0.33% | |
| 16 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 1.17% | -0.46% | -20.90% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | +0.38% | -1.16% | |
| 18 | EMLP | First Trust North American E | ETF-その他 | 0.80% | -0.62% | EXIT | |
| 19 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 0.71% | — | — | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.68% | -0.50% | EXIT | |
| 21 | DE | Deere & Co | 株式-資本財 | 0.64% | +0.11% | +0.36% | |
| 22 | INDA | Ishares Msci India ETF | ETF-その他 | 0.46% | — | — | |
| 23 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.44% | -0.03% | +0.20% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.44% | +0.05% | — | |
| 25 | MDT | Medtronic plc | 株式-ヘルスケア | 0.42% | +0.06% | +44.39% | |
| 26 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.40% | -0.04% | +70.04% | |
| 27 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.39% | +0.02% | -10.58% | |
| 28 | INCY | Incyte CORP | 株式-ヘルスケア | 0.39% | -0.09% | +51.16% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.36% | -0.09% | +55.22% | |
| 30 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 0.33% | +0.01% | +0.25% | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.30% | -0.22% | EXIT | |
| 32 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.29% | +0.03% | — | |
| 33 | PM | Philip Morris International | 株式-生活必需品 | 0.29% | +0.02% | +0.86% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.29% | -0.23% | EXIT | |
| 35 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.26% | -0.22% | EXIT | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.26% | +0.07% | -10.49% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.24% | -0.20% | EXIT | |
| 38 | ✓ | Zura Bio LTD | 株式-その他 | 0.08% | -0.01% | -40.92% | |
| 39 | ANNX | Annexon INC | 株式-その他 | 0.07% | +0.01% | -3.55% | |
| 40 | CTMX | Cytomx Therapeutics INC | 株式-その他 | 0.07% | -0.02% | -72.32% | |
| 41 | MREO | Mereo Biopharma Group Pl-adr | 株式-その他 | 0.06% | +0.03% | -59.82% | |
| 42 | GERN | Geron CORP | 株式-その他 | 0.06% | +0.01% | -44.13% | |
| 43 | NKTX | Nkarta INC | 株式-その他 | 0.05% | +0.01% | -4.15% |