CIK: 0001800535
申告総資産額
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| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.71% | — | +0.99% | |
| 2 | MMM | 3m Co | 株式-資本財 | 5.61% | — | +1.68% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.05% | — | +2.33% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.71% | — | -1.78% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.24% | — | -9.27% | |
| 6 | CTVA | Corteva INC | 株式-素材 | 2.23% | — | -11.26% | |
| 7 | ✓ | Decarbonization Plus Acqu Co | 株式-その他 | 1.99% | — | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.98% | — | +1.67% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.74% | — | +5.95% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.69% | — | +6.09% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.49% | — | +7.51% | |
| 12 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.44% | — | +0.85% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.39% | — | +5.78% | |
| 14 | MDT | Medtronic plc | 株式-ヘルスケア | 1.22% | — | -1.76% | |
| 15 | VNLA | Janus Henderson Short Durati | ETF-その他 | 1.20% | — | -3.11% | |
| 16 | XEL | Xcel Energy INC | 株式-公益事業 | 1.20% | — | +5.61% | |
| 17 | NOK | Nokia Corp-spon Adr | 株式-IT | 1.18% | — | -18.38% | |
| 18 | MP | Mp Materials CORP | 株式-素材 | 1.08% | — | — | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | — | +14.74% | |
| 20 | DCI | Donaldson Co INC | 株式-資本財 | 1.02% | — | +1.08% | |
| 21 | XLF | Ss Financial Select Sector | ETF-その他 | 1.01% | — | +13.01% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.99% | — | +2.48% | |
| 23 | GWPH | Gw Pharmaceuticals LTD | 株式-その他 | 0.96% | — | -7.37% | |
| 24 | FTA | First Trust L C Val Alp | ETF-その他 | 0.95% | — | -0.57% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | — | -6.63% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.94% | — | +4.22% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.91% | — | +55.51% | |
| 28 | CRM | Salesforce INC | 株式-IT | 0.88% | — | +24.15% | |
| 29 | BUSE | First Busey CORP | 株式-その他 | 0.82% | — | -5.18% | |
| 30 | TGT | Target CORP | 株式-一般消費財 | 0.76% | — | +5.35% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.73% | — | +3.64% | |
| 32 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.71% | — | +0.01% | |
| 33 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.68% | — | +9.50% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.68% | — | +2.94% | |
| 35 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.65% | — | +31.23% | |
| 36 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.65% | — | — | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.65% | — | -4.45% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.64% | — | -0.22% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.64% | — | -1.92% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.63% | — | +51.84% | |
| 41 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.62% | — | -3.40% | |
| 42 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.61% | — | +16.35% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | — | +26.84% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.59% | — | +4.34% | |
| 45 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.59% | — | +6.71% | |
| 46 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.59% | — | -13.99% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | +10.64% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.57% | — | -39.80% | |
| 49 | CARR | Carrier Global CORP | 株式-資本財 | 0.55% | — | +32.14% | |
| 50 | BND | Vanguard Total Bond Market | ETF-その他 | 0.55% | — | -11.88% |