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 | 16.01% | — | +0.88% | |
| 2 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 7.55% | — | — | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 4.67% | — | +0.67% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.55% | — | +2.04% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.27% | — | -9.29% | |
| 6 | CRL | Charles River Laboratories | 株式-ヘルスケア | 2.29% | — | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.28% | — | +0.30% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.96% | — | -1.14% | |
| 9 | BA | Boeing Co/the | 株式-資本財 | 1.87% | — | +0.87% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.81% | — | +6.05% | |
| 11 | GSY | Invesco Ultra Short Duration | ETF-その他 | 1.80% | — | -42.13% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.78% | — | -10.86% | |
| 13 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.77% | — | -30.39% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.65% | — | -50.25% | |
| 15 | NMZ | Nuveen Muni Hi INC Opport | 株式-その他 | 1.56% | — | -6.49% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.56% | — | -3.13% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.47% | — | +108.76% | |
| 18 | ARKK | Ark Innovation ETF | ETF-その他 | 1.46% | — | +20.54% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | — | -8.75% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.33% | — | -14.56% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.31% | — | +7.52% | |
| 22 | IQI | Invesco Quality Muni INC Tr | 株式-その他 | 1.27% | — | -8.44% | |
| 23 | T | At&t INC | 株式-通信サービス | 1.21% | — | -4.02% | |
| 24 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 1.15% | — | — | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | — | -0.16% | |
| 26 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 1.03% | — | — | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.02% | — | -91.37% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 1.00% | — | -19.56% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.96% | — | -3.38% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.88% | — | +17.84% | |
| 31 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.80% | — | +9.32% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.79% | — | +1.90% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | — | +59.98% | |
| 34 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.74% | — | +111.61% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.74% | — | +14.28% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.74% | — | +2.57% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.72% | — | +13.65% | |
| 38 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.70% | — | — | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.63% | — | -9.75% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | — | +5.56% | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.60% | — | +69.73% | |
| 42 | DE | Deere & Co | 株式-資本財 | 0.59% | — | — | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | +3.29% | |
| 44 | CMI | Cummins INC | 株式-資本財 | 0.57% | — | — | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | -10.94% | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.54% | — | — | |
| 47 | IIM | Invesco Value Municipal Inco | 株式-その他 | 0.53% | — | — | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | +22.98% | |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.49% | — | -22.76% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | — | +4.22% |