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 | 5.85% | — | -1.13% | |
| 2 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 5.74% | — | -2.97% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.76% | -0.43% | -1.26% | |
| 4 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 4.60% | +0.20% | -0.18% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.33% | -0.25% | +0.50% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.09% | +0.21% | -0.42% | |
| 7 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 3.58% | — | -10.60% | |
| 8 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 3.26% | — | -0.85% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.21% | -0.03% | -0.44% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.17% | — | -11.36% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.17% | -0.13% | -0.53% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.16% | -0.20% | -0.44% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.08% | — | -0.29% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.06% | -0.35% | -0.11% | |
| 15 | AZO | Autozone INC | 株式-一般消費財 | 2.11% | — | -0.67% | |
| 16 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-その他 | 1.96% | — | -2.18% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.85% | -0.24% | +1899.12% | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 1.75% | +0.25% | +7.07% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.74% | -0.06% | +3.28% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.47% | -0.47% | +4.61% | |
| 21 | CI | THE Cigna Group | 株式-ヘルスケア | 1.43% | — | -0.45% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.40% | — | +1.59% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.38% | -0.08% | -0.71% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | -0.15% | -0.61% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.17% | — | +0.40% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 1.15% | — | +1.74% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 1.15% | +0.17% | +3.24% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.08% | — | +45.84% | |
| 29 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | ETF-その他 | 1.05% | — | -1.46% | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.00% | — | -0.07% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.99% | — | +2.05% | |
| 32 | CRM | Salesforce INC | 株式-IT | 0.97% | — | -3.07% | |
| 33 | LEA | Lear CORP | 株式-一般消費財 | 0.94% | — | -0.80% | |
| 34 | UNP | Union Pacific CORP | 株式-資本財 | 0.93% | — | -0.31% | |
| 35 | XLB | Ss Materials Select Sector | ETF-その他 | 0.88% | — | -0.69% | |
| 36 | XLF | Ss Financial Select Sector | ETF-その他 | 0.84% | -0.06% | -0.02% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | +0.10% | +3.42% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.84% | — | +0.17% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.76% | — | -1.09% | |
| 40 | EBAY | Ebay INC | 株式-一般消費財 | 0.74% | — | -0.44% | |
| 41 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.71% | — | +8.73% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.57% | -0.10% | +3.82% | |
| 43 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 0.56% | — | +0.05% | |
| 44 | JJC1USD | Ipath Series B Bloomberg Cop | ETF-その他 | 0.55% | — | +13.25% | |
| 45 | CF | Cf Industries Holdings INC | 株式-素材 | 0.48% | — | +6.27% | |
| 46 | VICI | Vici Properties INC | 株式-不動産 | 0.47% | — | +20.12% | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.44% | +0.12% | +10.21% | |
| 48 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.44% | — | +1.57% | |
| 49 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.42% | — | +2.66% | |
| 50 | CCI | Crown Castle INC | 株式-不動産 | 0.42% | — | -3.31% |