CIK: 0001802490
申告総資産額
$6043.9万
| # | 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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 13.47% | — | -1.83% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 12.65% | — | -2.39% | |
| 3 | GSY | Invesco Ultra Short Duration | ETF-その他 | 10.34% | — | -3.64% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 3.73% | — | -4.43% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.70% | — | -8.12% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.62% | — | +276.67% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 3.46% | — | -7.13% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.95% | — | -8.31% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.84% | — | -4.83% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.18% | — | +2.63% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.99% | — | -3.79% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.83% | — | +5.09% | |
| 13 | CRL | Charles River Laboratories | 株式-ヘルスケア | 1.60% | — | +1.64% | |
| 14 | PGX | Invesco Preferred ETF | ETF-その他 | 1.45% | — | -0.68% | |
| 15 | NMZ | Nuveen Muni Hi INC Opport | 株式-その他 | 1.45% | — | +1.53% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.39% | — | -4.65% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | — | +2.79% | |
| 18 | IQI | Invesco Quality Muni INC Tr | 株式-その他 | 1.23% | — | +28.86% | |
| 19 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.23% | — | -3.07% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.19% | — | -7.01% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.15% | — | -1.19% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.11% | — | -1.09% | |
| 23 | BA | Boeing Co/the | 株式-資本財 | 1.10% | — | -1.69% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.09% | — | -12.31% | |
| 25 | T | At&t INC | 株式-通信サービス | 1.06% | — | +1.71% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.92% | — | -9.01% | |
| 27 | ARKK | Ark Innovation ETF | ETF-その他 | 0.80% | — | +2.01% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.72% | — | +10.07% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.69% | — | -6.65% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.68% | — | -20.18% | |
| 31 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.64% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | — | +6.50% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.59% | — | +8.09% | |
| 34 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.59% | — | -1.65% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.57% | — | -4.63% | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.57% | — | -44.18% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.54% | — | +2.65% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.50% | — | -2.71% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | — | — | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | — | +11.86% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | — | — | |
| 42 | IIM | Invesco Value Municipal Inco | 株式-その他 | 0.45% | — | +29.40% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | +0.09% | |
| 44 | CMI | Cummins INC | 株式-資本財 | 0.42% | — | — | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.41% | — | +4.08% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | — | +21.67% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | -2.39% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.39% | — | +38.46% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.37% | — | -22.02% | |
| 50 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.36% | — | +0.04% |