CIK: 0001845766
申告総資産額
$6.9億
| # | 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 | BBN | Blackrock Taxable Muni Bnd | 株式-その他 | 11.69% | — | +0.08% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.20% | — | -1.51% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 8.59% | — | +0.66% | |
| 4 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 5.24% | — | +0.55% | |
| 5 | ARKK | Ark Innovation ETF | ETF-その他 | 3.66% | — | -35.23% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.32% | — | -2.97% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.72% | — | -34.69% | |
| 8 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.66% | — | — | |
| 9 | XLB | Ss Materials Select Sector | ETF-その他 | 2.53% | — | +1110.52% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.50% | — | +0.53% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.24% | — | +24.02% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.21% | — | -28.78% | |
| 13 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.20% | — | -48.04% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.14% | — | -6.02% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 2.06% | -0.09% | -0.83% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.16% | — | +1.19% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.07% | +0.20% | NEW | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 0.95% | — | +0.87% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | — | +13.87% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 0.71% | — | +38.48% | |
| 21 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.65% | — | +9.30% | |
| 22 | NEE | Nextera Energy INC | 株式-公益事業 | 0.64% | — | +7.37% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.58% | — | +1.92% | |
| 24 | M | Macy's INC | 株式-一般消費財 | 0.57% | — | +61.07% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.56% | — | -32.02% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | — | +4.02% | |
| 28 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.53% | — | +78.71% | |
| 29 | INSP | Inspire Medical Systems INC | 株式-ヘルスケア | 0.52% | — | +12.74% | |
| 30 | VLO | Valero Energy CORP | 株式-エネルギー | 0.52% | — | +14.50% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | — | -4.52% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | — | +2.11% | |
| 33 | MU | Micron Technology INC | 株式-IT | 0.46% | — | +61.72% | |
| 34 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.46% | — | +1.57% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | +0.25% | +54.13% | |
| 36 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.46% | — | +46.72% | |
| 37 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.46% | — | +47.40% | |
| 38 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.45% | — | +1.76% | |
| 39 | 0VVB | Paramount Global-class B | 株式-その他 | 0.43% | — | +1.12% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.43% | — | +20.78% | |
| 41 | EXR | Extra Space Storage INC | 株式-不動産 | 0.43% | — | +1.47% | |
| 42 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.43% | — | +1.38% | |
| 43 | BHC | Bausch Health Cos INC | 株式-ヘルスケア | 0.42% | — | +0.18% | |
| 44 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.42% | — | +111.61% | |
| 45 | QCOM | Qualcomm INC | 株式-IT | 0.42% | — | +45.58% | |
| 46 | ABX | Barrick Gold CORP | 株式-金融 | 0.42% | — | +48.40% | |
| 47 | GNRC | Generac Holdings INC | 株式-資本財 | 0.41% | — | +74.40% | |
| 48 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.41% | -0.18% | EXIT | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.39% | — | -46.90% | |
| 50 | UWMC | Uwm Holdings CORP | 株式-その他 | 0.39% | — | +86.58% |