CIK: 0001786241
申告総資産額
$1.7億
| # | 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 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 15.90% | +2.30% | +1.48% | |
| 2 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 11.27% | -0.48% | EXIT | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 10.31% | — | +3.58% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.64% | +1.71% | -1.22% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.85% | — | +0.11% | |
| 6 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 7.13% | — | +3.03% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 5.35% | +1.06% | -0.38% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.17% | +1.55% | -1.04% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.31% | +0.35% | -1.68% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.26% | +0.42% | -6.16% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.90% | +0.35% | -2.10% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.90% | +0.08% | -1.72% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.70% | +0.08% | -0.95% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.61% | +1.70% | -7.38% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.51% | +0.27% | +0.05% | |
| 16 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.40% | +0.15% | -1.41% | |
| 17 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.20% | +0.24% | -10.81% | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.15% | +0.34% | -1.93% | |
| 19 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.99% | +0.23% | -2.68% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 0.92% | -0.04% | -17.74% | |
| 21 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.91% | +0.36% | -7.17% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.90% | +0.19% | +0.93% | |
| 23 | CVMC | Calvert US Mcap Core Resp | ETF-その他 | 0.73% | — | +0.24% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.57% | -1.48% | +35.75% | |
| 25 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.54% | — | -3.24% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.47% | -0.05% | -3.09% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.43% | -1.21% | +37.62% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.43% | +0.03% | -4.79% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.41% | +0.12% | -1.56% | |
| 30 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.39% | +0.39% | -0.83% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.33% | +0.25% | -13.66% | |
| 32 | ET | Energy Transfer LP | 株式-エネルギー | 0.30% | +0.12% | — | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.29% | +0.04% | +1807.02% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.26% | — | -0.08% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.24% | — | -2.64% | |
| 36 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-その他 | 0.23% | — | -0.78% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.21% | — | -3.93% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.20% | — | — | |
| 39 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.17% | +0.03% | — | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.15% | -1.37% | — | |
| 41 | VTR | Ventas INC | 株式-不動産 | 0.13% | +0.03% | -0.21% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.12% | +0.02% | +11.16% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.12% | -2.02% | — | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.12% | -0.11% | EXIT | |
| 45 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.12% | — | -0.11% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.11% | +0.02% | — | |
| 47 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.11% | — | +0.47% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.11% | — | +5.90% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.11% | +0.04% | +3.84% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.11% | -0.11% | EXIT |