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 | XLK | Ss Technology Select Sector | ETF-テック型 | 6.94% | -0.43% | -0.78% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 6.83% | — | +0.33% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.46% | -0.25% | +1.71% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.66% | -0.35% | +31.08% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.53% | +0.21% | +1.89% | |
| 6 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 4.29% | +0.20% | -0.06% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.16% | -0.03% | +3.05% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.93% | -0.13% | +19.51% | |
| 9 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 3.46% | — | -5.47% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.36% | — | +1.37% | |
| 11 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 3.24% | — | -2.47% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.76% | -0.47% | +2.31% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.41% | -0.24% | +0.22% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.28% | -0.20% | +2.76% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.09% | -0.06% | +4.95% | |
| 16 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-その他 | 2.00% | — | -2.54% | |
| 17 | AZO | Autozone INC | 株式-一般消費財 | 1.87% | — | -1.03% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.77% | — | -3.30% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.75% | -0.08% | -0.29% | |
| 20 | XLE | Ss Energy Select Sector | ETF-その他 | 1.65% | +0.25% | +0.84% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.57% | -0.15% | -1.88% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.39% | -0.07% | +343.40% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.39% | — | -0.80% | |
| 24 | CI | THE Cigna Group | 株式-ヘルスケア | 1.20% | — | -0.86% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.14% | +0.17% | -0.83% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 1.13% | — | -3.84% | |
| 27 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | ETF-その他 | 1.11% | — | +0.04% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.09% | — | +0.18% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 1.08% | — | +0.66% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.08% | — | +0.80% | |
| 31 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.04% | — | +0.04% | |
| 32 | XLB | Ss Materials Select Sector | ETF-その他 | 0.95% | — | -1.21% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.88% | -0.06% | -1.86% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.87% | -0.10% | -0.85% | |
| 35 | LEA | Lear CORP | 株式-一般消費財 | 0.77% | — | -4.68% | |
| 36 | EBAY | Ebay INC | 株式-一般消費財 | 0.68% | — | -2.85% | |
| 37 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.57% | — | -1.75% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.57% | +0.12% | +8.31% | |
| 39 | VICI | Vici Properties INC | 株式-不動産 | 0.57% | — | +2.63% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | +0.10% | -39.19% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.53% | — | +1.34% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.50% | — | -0.38% | |
| 43 | GD | General Dynamics CORP | 株式-資本財 | 0.48% | — | +5.39% | |
| 44 | HII | Huntington Ingalls Industrie | 株式-資本財 | 0.46% | — | +1.72% | |
| 45 | RTX | Rtx CORP | 株式-資本財 | 0.42% | +0.06% | +6.20% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.40% | — | -2.63% | |
| 47 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.39% | — | -60.78% | |
| 48 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | — | — | |
| 49 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.35% | — | -1.71% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.35% | — | — |