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 | 6.85% | — | +1.54% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 6.54% | -0.43% | +4.01% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.24% | -0.25% | +0.87% | |
| 4 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 4.45% | +0.20% | +0.50% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.39% | +0.21% | +2.34% | |
| 6 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.24% | -0.03% | +0.86% | |
| 7 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 4.04% | — | -16.29% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.51% | -0.35% | +7.39% | |
| 9 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 3.45% | — | -0.15% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.41% | -0.13% | +9.12% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.23% | — | +2.96% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.49% | -0.47% | +2.68% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.47% | -0.24% | +2.78% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.14% | -0.06% | +3.35% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.04% | -0.20% | +1.86% | |
| 16 | AZO | Autozone INC | 株式-一般消費財 | 2.03% | — | +0.47% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.95% | — | -6.89% | |
| 18 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-その他 | 1.95% | — | -1.41% | |
| 19 | XLE | Ss Energy Select Sector | ETF-その他 | 1.94% | +0.25% | +9.09% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.74% | -0.08% | +1.75% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.50% | -0.15% | +0.80% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.38% | — | +0.46% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.37% | — | +0.07% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 1.28% | +0.17% | +2.27% | |
| 25 | CI | THE Cigna Group | 株式-ヘルスケア | 1.27% | — | +0.20% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.15% | — | +3.08% | |
| 27 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | ETF-その他 | 1.13% | — | +2.44% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.11% | — | +2.96% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 1.03% | — | +0.91% | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.03% | — | -0.75% | |
| 31 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.02% | — | +7.16% | |
| 32 | XLB | Ss Materials Select Sector | ETF-その他 | 0.97% | — | +4.02% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.96% | +0.10% | +6.28% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.89% | -0.10% | +4.71% | |
| 35 | XLF | Ss Financial Select Sector | ETF-その他 | 0.87% | -0.06% | +6.64% | |
| 36 | LEA | Lear CORP | 株式-一般消費財 | 0.85% | — | -0.81% | |
| 37 | EBAY | Ebay INC | 株式-一般消費財 | 0.78% | — | -1.53% | |
| 38 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.65% | — | +9.84% | |
| 39 | VICI | Vici Properties INC | 株式-不動産 | 0.55% | — | +7.97% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.54% | — | — | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.53% | — | -26.07% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.52% | +0.12% | +15.83% | |
| 43 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.44% | — | +6.27% | |
| 44 | GD | General Dynamics CORP | 株式-資本財 | 0.42% | — | +18.48% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.41% | — | — | |
| 46 | CF | Cf Industries Holdings INC | 株式-素材 | 0.40% | — | -0.66% | |
| 47 | HII | Huntington Ingalls Industrie | 株式-資本財 | 0.39% | — | +13.24% | |
| 48 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | — | — | |
| 49 | RTX | Rtx CORP | 株式-資本財 | 0.37% | +0.06% | +18.54% | |
| 50 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.35% | — | -2.48% |