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 | 6.11% | — | +0.24% | |
| 2 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 5.75% | — | +23.50% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.82% | -0.43% | +0.26% | |
| 4 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 4.45% | +0.20% | +0.07% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.97% | -0.25% | +8.48% | |
| 6 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 3.88% | — | +2.94% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.88% | +0.21% | -0.05% | |
| 8 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 3.79% | — | -0.55% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.72% | — | +3.03% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.06% | -0.13% | +0.86% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.99% | -0.03% | +18.39% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.97% | -0.35% | +0.12% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.96% | -0.20% | +1990.13% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.88% | — | +0.78% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.13% | -0.24% | +6.13% | |
| 16 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-その他 | 1.97% | — | -0.20% | |
| 17 | AZO | Autozone INC | 株式-一般消費財 | 1.77% | — | +0.24% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.56% | -0.47% | +15.35% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.55% | -0.06% | +11.13% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.54% | -0.08% | +0.53% | |
| 21 | XLE | Ss Energy Select Sector | ETF-その他 | 1.29% | +0.25% | +8.22% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.27% | — | -3.01% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.26% | — | +5.29% | |
| 24 | CI | THE Cigna Group | 株式-ヘルスケア | 1.17% | — | +0.34% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.17% | -0.15% | +6.56% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.13% | — | +2.40% | |
| 27 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | ETF-その他 | 1.09% | — | +0.47% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 1.06% | — | +2.25% | |
| 29 | CRM | Salesforce INC | 株式-IT | 1.01% | — | +1.71% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.99% | — | +0.50% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.94% | +0.17% | +5.81% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.89% | — | +3.97% | |
| 33 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.88% | — | +3.19% | |
| 34 | XLB | Ss Materials Select Sector | ETF-その他 | 0.86% | — | +2.60% | |
| 35 | LEA | Lear CORP | 株式-一般消費財 | 0.86% | — | +0.35% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | +0.10% | — | |
| 37 | XLF | Ss Financial Select Sector | ETF-その他 | 0.78% | -0.06% | +4.51% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.77% | — | +4.18% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.76% | — | -0.78% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | -0.08% | +5.47% | |
| 41 | EBAY | Ebay INC | 株式-一般消費財 | 0.76% | — | +0.51% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | — | +63.59% | |
| 43 | LUMN | Lumen Technologies INC | 株式-通信サービス | 0.61% | — | +0.59% | |
| 44 | CCI | Crown Castle INC | 株式-不動産 | 0.56% | — | -0.35% | |
| 45 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.55% | — | +1.43% | |
| 46 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.54% | — | — | |
| 47 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 0.53% | — | +1.14% | |
| 48 | JJC1USD | Ipath Series B Bloomberg Cop | ETF-その他 | 0.50% | — | — | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.49% | -0.10% | +12.49% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.41% | — | -0.69% |