CIK: 0001807283
申告総資産額
$5.1億
| # | 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 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 8.15% | — | +1.06% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.46% | -0.43% | +0.08% | |
| 3 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 5.29% | — | +1.07% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.63% | +0.21% | +1.25% | |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 4.40% | +0.20% | +0.38% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.74% | -0.35% | +0.02% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.69% | -0.25% | +1.13% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.63% | — | +1.36% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.38% | -0.20% | +7.91% | |
| 10 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-その他 | 2.87% | — | +1.47% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.79% | -0.13% | +1.43% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 2.31% | -0.08% | +1.80% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.23% | -0.24% | +3.78% | |
| 14 | PYPL | Paypal Holdings INC | 株式-金融 | 1.92% | — | +1.05% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.87% | -0.03% | +0.58% | |
| 16 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 1.83% | — | +20.51% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.52% | — | -1.47% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.51% | -0.15% | +1.78% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.48% | — | -4.50% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.48% | -0.08% | +0.94% | |
| 21 | AZO | Autozone INC | 株式-一般消費財 | 1.48% | — | +4.60% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.44% | — | +7.26% | |
| 23 | EBAY | Ebay INC | 株式-一般消費財 | 1.42% | — | +1.17% | |
| 24 | CRM | Salesforce INC | 株式-IT | 1.37% | — | +1.42% | |
| 25 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.35% | — | +28.73% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.35% | — | +13.28% | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.26% | — | +1.44% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.25% | -0.06% | +2.14% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 1.22% | — | +7.11% | |
| 30 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | ETF-その他 | 1.17% | — | +2.82% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.10% | — | +3.95% | |
| 32 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.10% | — | -4.79% | |
| 33 | LEA | Lear CORP | 株式-一般消費財 | 1.09% | — | +6.20% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 1.04% | — | +10.38% | |
| 35 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 0.95% | — | +5.85% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.89% | +0.17% | +2.10% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.87% | -0.47% | -0.01% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.86% | — | +3.43% | |
| 39 | CI | THE Cigna Group | 株式-ヘルスケア | 0.83% | — | +5.55% | |
| 40 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.76% | — | +1.85% | |
| 41 | MSOS | Advisorshares Pure US Cann | ETF-その他 | 0.73% | — | — | |
| 42 | BIIB | Biogen INC | 株式-ヘルスケア | 0.69% | — | +0.16% | |
| 43 | CTXSEUR | Citrix Systems INC | 株式-その他 | 0.67% | — | +7.37% | |
| 44 | ZM | Zoom Communications INC | 株式-IT | 0.64% | — | +5.45% | |
| 45 | XLB | Ss Materials Select Sector | ETF-その他 | 0.60% | — | +8.69% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.60% | — | -1.94% | |
| 47 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 0.58% | — | -0.42% | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.57% | — | -2.24% | |
| 49 | XLE | Ss Energy Select Sector | ETF-その他 | 0.57% | +0.25% | +12.76% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.56% | — | -3.96% |