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 | 18.37% | +1.05% | +1.22% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 16.94% | -4.17% | -0.42% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 11.08% | -1.25% | +1.84% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.72% | -0.63% | -0.27% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.36% | +0.65% | +1.33% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.30% | -0.13% | +3.65% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.20% | -0.56% | -5.85% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.76% | -0.45% | -7.12% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.99% | -0.02% | -5.18% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.27% | -0.26% | +8.31% | |
| 11 | IGEB | Ishares Investment Grade Sys | ETF-投資適格社債 | 2.18% | +0.03% | +6.90% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.00% | -0.03% | -38.96% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.88% | -0.10% | -11.40% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.76% | -0.01% | — | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.85% | -0.06% | -9.10% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.79% | +0.05% | -3.06% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.48% | +0.05% | +37.25% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.43% | -0.01% | — | |
| 19 | IQLT | Ishares Msci International Q | ETF-その他 | 0.41% | -0.02% | -24.06% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.37% | -0.05% | +7.38% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.35% | — | +40.54% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | -0.10% | +12.93% | |
| 23 | USB | US Bancorp | 株式-金融 | 0.29% | — | +223.08% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.27% | -0.03% | +444.44% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | +0.05% | -5.31% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.25% | -0.05% | +566.67% | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.25% | +0.03% | — | |
| 28 | TXN | Texas Instruments INC | 株式-IT | 0.23% | — | +20.56% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.20% | +0.05% | +254.99% | |
| 30 | HWKN | Hawkins INC | 株式-その他 | 0.20% | — | +18.75% | |
| 31 | XEL | Xcel Energy INC | 株式-公益事業 | 0.19% | +0.03% | +17400.00% | |
| 32 | GGG | Graco INC | 株式-資本財 | 0.19% | — | — | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.19% | — | +180.18% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.18% | — | — | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.17% | -0.02% | +1.56% | |
| 36 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.17% | -0.05% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | — | +9.75% | |
| 38 | MO | Altria Group INC | 株式-生活必需品 | 0.17% | +0.01% | +125.00% | |
| 39 | MDT | Medtronic plc | 株式-ヘルスケア | 0.17% | -0.04% | +140.57% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.16% | — | — | |
| 41 | MMM | 3m Co | 株式-資本財 | 0.16% | -0.01% | +19.91% | |
| 42 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.16% | +2.98% | — | |
| 43 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.16% | — | — | |
| 44 | SYY | Sysco CORP | 株式-生活必需品 | 0.16% | — | +8.51% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.15% | — | +13.53% | |
| 46 | EMR | Emerson Electric Co | 株式-資本財 | 0.15% | — | -9.60% | |
| 47 | KLAC | Kla CORP | 株式-IT | 0.14% | — | — | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.14% | — | -38.24% | |
| 49 | ECL | Ecolab INC | 株式-素材 | 0.13% | — | — | |
| 50 | ETN | Eaton Corporation plc | 株式-資本財 | 0.12% | — | — |