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 | 20.12% | +2.30% | -1.16% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.54% | +1.71% | +0.43% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.27% | +1.55% | +2.06% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-その他 | 7.42% | +1.06% | +2.60% | |
| 5 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 6.64% | -6.64% | EXIT | |
| 6 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 2.94% | +0.36% | -2.18% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.75% | -1.48% | +2.49% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.48% | -2.02% | +4.69% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.42% | -1.21% | +2.60% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.41% | +0.42% | +0.07% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.22% | +0.35% | -2.05% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 2.21% | +0.27% | +5.70% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 2.18% | +0.04% | +3.78% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.94% | +0.08% | -4.92% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.94% | +0.35% | -0.37% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.89% | +1.70% | -0.53% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.74% | +0.08% | -2.64% | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.70% | +0.34% | +0.42% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.69% | -1.37% | +2.77% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 1.53% | -0.04% | +0.29% | |
| 21 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.52% | +0.15% | -0.66% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.45% | +0.19% | +7.65% | |
| 23 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.38% | +0.24% | -0.63% | |
| 24 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.06% | +0.23% | -1.63% | |
| 25 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-その他 | 0.99% | — | +1.33% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.53% | +0.03% | -0.79% | |
| 27 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.48% | -0.48% | EXIT | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.45% | -0.05% | -1.92% | |
| 29 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.41% | +0.39% | -7.04% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.40% | +0.12% | — | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.35% | +0.25% | -1.32% | |
| 32 | ET | Energy Transfer LP | 株式-エネルギー | 0.31% | +0.12% | — | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.31% | — | -2.61% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.23% | +0.03% | — | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.23% | -0.07% | +70.56% | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.21% | +0.03% | — | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | +0.02% | +13.29% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.20% | — | -45.83% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.19% | — | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.18% | — | — | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.18% | +0.02% | -1.43% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.17% | +0.01% | -1.73% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.16% | +0.09% | -10.84% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.16% | — | +12.59% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.15% | +0.02% | +1.27% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.14% | +0.01% | — | |
| 47 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.13% | — | -2.41% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.13% | — | -13.28% | |
| 49 | VTR | Ventas INC | 株式-不動産 | 0.13% | +0.03% | +0.88% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.11% | -0.11% | EXIT |