CIK: 0001840268
申告総資産額
$1.3億
| # | 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 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 19.35% | +1.05% | -0.72% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 16.55% | -4.17% | +0.19% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 10.89% | -1.25% | +18.61% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.77% | -0.63% | -0.52% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.92% | -0.56% | -2.68% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.49% | +0.65% | +2.64% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.21% | -0.13% | +4.09% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.98% | -0.45% | -1.24% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.52% | -0.03% | -0.29% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.07% | -0.02% | — | |
| 11 | IGEB | Ishares Investment Grade Sys | ETF-投資適格社債 | 2.17% | +0.03% | +2.59% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.08% | -0.01% | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.04% | -0.26% | — | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.94% | -0.10% | — | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.87% | -0.06% | — | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.85% | +0.05% | — | |
| 17 | IQLT | Ishares Msci International Q | ETF-その他 | 0.54% | -0.02% | -5.60% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.50% | -0.01% | -25.06% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.38% | +0.05% | — | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | +0.05% | -13.51% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.28% | -0.05% | -27.45% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.27% | — | — | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.25% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | -0.10% | — | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.19% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.18% | — | — | |
| 27 | TXN | Texas Instruments INC | 株式-IT | 0.18% | — | — | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.16% | -0.02% | — | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.16% | — | — | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.15% | — | — | |
| 31 | SYY | Sysco CORP | 株式-生活必需品 | 0.15% | — | — | |
| 32 | EMR | Emerson Electric Co | 株式-資本財 | 0.14% | — | — | |
| 33 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.14% | — | — | |
| 34 | MMM | 3m Co | 株式-資本財 | 0.14% | -0.01% | — | |
| 35 | HWKN | Hawkins INC | 株式-その他 | 0.13% | — | — | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.13% | +0.05% | -11.93% | |
| 37 | KLAC | Kla CORP | 株式-IT | 0.12% | — | — | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.10% | — | — | |
| 39 | ETN | Eaton Corporation plc | 株式-資本財 | 0.10% | — | — | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.10% | — | — | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.09% | — | — | |
| 42 | USB | US Bancorp | 株式-金融 | 0.09% | — | — | |
| 43 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.09% | — | — | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.08% | +0.01% | — | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.08% | — | — | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.08% | — | — | |
| 47 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.08% | — | — | |
| 48 | MDT | Medtronic plc | 株式-ヘルスケア | 0.08% | -0.04% | — | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.08% | — | — | |
| 50 | FISV | Fiserv INC | 株式-その他 | 0.07% | — | -8.68% |