CIK: 0001906539
申告総資産額
$5555.7万
| # | 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 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 8.25% | — | +95.47% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.06% | -1.76% | — | |
| 3 | MASI* | Masimo CORP | 株式-その他 | 6.64% | +0.42% | — | |
| 4 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 4.92% | -0.30% | -3.28% | |
| 5 | SUB | Ishares Short-term National | ETF-その他 | 4.53% | — | — | |
| 6 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 3.52% | -0.33% | -0.21% | |
| 7 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 3.13% | -0.40% | — | |
| 8 | AAPL | Apple INC | 株式-IT | 3.07% | — | -0.58% | |
| 9 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-その他 | 2.71% | -0.25% | -0.21% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.65% | -0.40% | +0.72% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 2.56% | -0.37% | — | |
| 12 | FLCB | Franklin U.s. Core Bond ETF | ETF-その他 | 2.01% | — | +121.75% | |
| 13 | NOC | Northrop Grumman CORP | 株式-資本財 | 2.01% | +0.11% | +0.38% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.00% | — | +3.37% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.67% | — | — | |
| 16 | PLD | Prologis INC | 株式-不動産 | 1.54% | — | -2.88% | |
| 17 | MAA | Mid-america Apartment Comm | 株式-不動産 | 1.41% | — | +1.29% | |
| 18 | NUHY | Nuveen Esg Hi Yld CORP Bnd | ETF-その他 | 1.38% | — | — | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.31% | — | +2.30% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.31% | — | +12.97% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 1.30% | — | +33.19% | |
| 22 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.28% | — | +68.04% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.27% | +0.37% | NEW | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.22% | — | -10.24% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.13% | — | +19.02% | |
| 26 | NUEM | Nuveen Esg Emerging Markets | ETF-新興国市場 | 1.12% | -0.39% | EXIT | |
| 27 | SO | Southern Co/the | 株式-公益事業 | 1.08% | — | +6.72% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.07% | — | — | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | — | +1872.33% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.05% | — | — | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.99% | — | +2.77% | |
| 32 | AEP | American Electric Power | 株式-公益事業 | 0.97% | — | +0.60% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.92% | — | +8.70% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | — | +11.50% | |
| 35 | KEY | Keycorp | 株式-金融 | 0.90% | — | — | |
| 36 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.88% | — | +0.63% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.88% | — | — | |
| 38 | DHR | Danaher CORP | 株式-ヘルスケア | 0.87% | — | -2.97% | |
| 39 | PM | Philip Morris International | 株式-生活必需品 | 0.86% | — | +1.15% | |
| 40 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.85% | — | — | |
| 41 | HIG | Hartford Insurance Group INC | 株式-金融 | 0.84% | — | — | |
| 42 | FLQL | Franklin U.s. Large Cap Mult | ETF-大型株・グロース | 0.83% | — | — | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.81% | — | +0.35% | |
| 44 | DUK | Duke Energy CORP | 株式-公益事業 | 0.81% | — | +20.46% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.80% | — | +6.03% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.79% | — | — | |
| 47 | MET | Metlife INC | 株式-金融 | 0.79% | — | +0.51% | |
| 48 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.78% | — | — | |
| 49 | CCI | Crown Castle INC | 株式-不動産 | 0.77% | — | +0.99% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.73% | — | -6.14% |