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 | 18.88% | +2.38% | +1.02% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 11.60% | -0.32% | +0.86% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 8.03% | — | +1.25% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.92% | -3.08% | +1.50% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 6.78% | -1.18% | +1.20% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 5.43% | -0.96% | +2.39% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.95% | +2.53% | +2.70% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.91% | +1.15% | +1.44% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.80% | -0.39% | +1.05% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.74% | — | +2.28% | |
| 11 | MBB | Ishares Mbs ETF | ETF-その他 | 2.46% | +0.08% | +1.48% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.29% | — | +2.34% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.27% | +0.44% | +1.25% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.26% | — | +0.49% | |
| 15 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.10% | -0.30% | +0.65% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | — | -0.79% | |
| 17 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.79% | — | +1.10% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | -0.10% | +1.44% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | -0.12% | +0.94% | |
| 20 | ORCL | Oracle CORP | 株式-IT | 0.76% | -0.09% | +1.32% | |
| 21 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.69% | — | -7.59% | |
| 22 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.53% | — | +1.69% | |
| 23 | WFC | Wells Fargo & Co | 株式-金融 | 0.50% | -0.12% | -4.18% | |
| 24 | PM | Philip Morris International | 株式-生活必需品 | 0.50% | +0.05% | +3.54% | |
| 25 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 0.47% | — | +0.03% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.45% | — | +1.81% | |
| 27 | KMX | Carmax INC | 株式-一般消費財 | 0.38% | — | +1.73% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.38% | — | — | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | — | +0.32% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.37% | — | — | |
| 31 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.37% | — | +2.60% | |
| 32 | EBAY | Ebay INC | 株式-一般消費財 | 0.37% | -0.14% | +1.58% | |
| 33 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.34% | — | +2.57% | |
| 34 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.32% | — | +0.04% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.31% | — | -1.71% | |
| 36 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.31% | — | +19.32% | |
| 37 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.31% | — | +0.04% | |
| 38 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.31% | -0.43% | EXIT | |
| 39 | ADI | Analog Devices INC | 株式-IT | 0.30% | — | +2.70% | |
| 40 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.30% | — | +2.74% | |
| 41 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.27% | — | +3.32% | |
| 42 | UL | Unilever PLC | 株式-生活必需品 | 0.26% | — | +5.66% | |
| 43 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.26% | — | +2.04% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.25% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | +0.12% | +2.96% | |
| 46 | GD | General Dynamics CORP | 株式-資本財 | 0.24% | — | +3.38% | |
| 47 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.24% | — | — | |
| 48 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.23% | — | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.23% | — | +0.19% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.22% | — | — |