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 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 10.84% | — | +97.96% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.77% | — | +22.41% | |
| 3 | BBN | Blackrock Taxable Muni Bnd | 株式-その他 | 7.93% | — | +3.67% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 7.40% | -0.09% | +414.56% | |
| 5 | FHLC | Fidelity Msci Health Care | ETF-その他 | 4.09% | — | — | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.89% | — | — | |
| 7 | XLE | Ss Energy Select Sector | ETF-その他 | 3.65% | — | +1482.25% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.86% | — | +6.57% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.75% | — | +41.08% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.31% | — | +50.85% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.29% | — | +50.41% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.27% | — | — | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.02% | — | +16.15% | |
| 14 | XLB | Ss Materials Select Sector | ETF-その他 | 1.90% | — | +2.17% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.70% | — | +6.63% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.64% | — | +5.86% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.59% | — | +4.69% | |
| 18 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.90% | — | +138.01% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.83% | — | -11.61% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | — | +343.51% | |
| 21 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.66% | — | — | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | — | +3.38% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 0.54% | — | +10.43% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | — | — | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.45% | — | — | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.45% | — | +57.53% | |
| 27 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.41% | — | -0.77% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | +0.25% | +39.20% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.39% | — | -33.33% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.39% | — | — | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.39% | — | -37.79% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | — | +10.04% | |
| 33 | MU | Micron Technology INC | 株式-IT | 0.36% | — | -6.97% | |
| 34 | IPG | Interpublic Group Of Cos INC | 株式-その他 | 0.36% | — | — | |
| 35 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.35% | — | — | |
| 36 | VLO | Valero Energy CORP | 株式-エネルギー | 0.35% | — | -1.72% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.34% | — | -23.48% | |
| 38 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.33% | — | +0.14% | |
| 39 | ARKK | Ark Innovation ETF | ETF-その他 | 0.32% | — | -83.94% | |
| 40 | INSP | Inspire Medical Systems INC | 株式-ヘルスケア | 0.32% | — | -2.82% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.32% | — | +227.27% | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 0.29% | — | — | |
| 43 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.29% | — | +1.36% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | — | +71.85% | |
| 45 | BHC | Bausch Health Cos INC | 株式-ヘルスケア | 0.29% | — | +6.00% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.29% | — | +17.22% | |
| 47 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.28% | — | +1.97% | |
| 48 | ABX | Barrick Gold CORP | 株式-金融 | 0.28% | — | -0.46% | |
| 49 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.28% | — | — | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.28% | — | — |