CIK: 0001865158
申告総資産額
$3.4億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 20.98% | +2.38% | -20.47% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 10.49% | -0.32% | +0.68% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 8.57% | — | +106.31% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 7.11% | -3.08% | +17.66% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 6.73% | -1.18% | +15.70% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 6.06% | +2.53% | +61.79% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.00% | +1.15% | +3.65% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 3.33% | -0.39% | +2.08% | |
| 9 | MBB | Ishares Mbs ETF | ETF-その他 | 2.64% | +0.08% | +5.96% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.41% | -0.96% | -42.29% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.35% | +0.44% | +86.58% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.25% | — | +15.21% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.58% | — | +7.86% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.18% | — | +5.90% | |
| 15 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.14% | — | -20.50% | |
| 16 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.82% | -0.30% | +42.55% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | -0.05% | |
| 18 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.77% | — | +3.25% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.76% | -0.12% | +4.37% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | -0.10% | +4.36% | |
| 21 | ORCL | Oracle CORP | 株式-IT | 0.64% | -0.09% | +9.40% | |
| 22 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.61% | — | +6.29% | |
| 23 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.52% | — | +9.51% | |
| 24 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 0.52% | — | +4.12% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.46% | — | -23.84% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.45% | — | +14.91% | |
| 27 | WFC | Wells Fargo & Co | 株式-金融 | 0.44% | -0.12% | +4.95% | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 0.40% | +0.05% | +9.85% | |
| 29 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.38% | — | +7.71% | |
| 30 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.36% | — | +5.36% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.34% | — | — | |
| 32 | KMX | Carmax INC | 株式-一般消費財 | 0.34% | — | +11.15% | |
| 33 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.33% | -0.43% | EXIT | |
| 34 | EBAY | Ebay INC | 株式-一般消費財 | 0.33% | -0.14% | +4.32% | |
| 35 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.33% | — | +5.40% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.32% | — | -32.18% | |
| 37 | ADI | Analog Devices INC | 株式-IT | 0.32% | — | +9.33% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | — | +13.39% | |
| 39 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.31% | — | +9.26% | |
| 40 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.29% | — | +8.79% | |
| 41 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.29% | — | +13.97% | |
| 42 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.27% | — | +6.69% | |
| 43 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.26% | — | +5.85% | |
| 44 | GD | General Dynamics CORP | 株式-資本財 | 0.26% | — | +8.75% | |
| 45 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.26% | — | +7.03% | |
| 46 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.25% | — | +8.97% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.25% | — | +10.86% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | +0.12% | +9.34% | |
| 49 | UL | Unilever PLC | 株式-生活必需品 | 0.24% | — | +8.71% | |
| 50 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.24% | — | -31.50% |