CIK: 0001714506
申告総資産額
$6.7億
| # | 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 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 5.65% | — | -85.20% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.49% | — | -76.82% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.18% | — | +392.12% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 4.54% | — | +148.90% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.82% | — | +293.69% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.52% | — | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.49% | — | +1247.33% | |
| 8 | ADBE | Adobe INC | 株式-IT | 2.20% | — | — | |
| 9 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 2.18% | — | — | |
| 10 | AAPL | Apple INC | 株式-IT | 2.09% | -0.02% | +272.18% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.06% | — | +1326.53% | |
| 12 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.95% | — | +468.77% | |
| 13 | MBB | Ishares Mbs ETF | ETF-その他 | 1.84% | — | -75.72% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.78% | — | — | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.65% | -0.06% | +251.63% | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.64% | — | — | |
| 17 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.50% | — | — | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.47% | -0.05% | EXIT | |
| 19 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.44% | — | +846.14% | |
| 20 | CRM | Salesforce INC | 株式-IT | 1.41% | — | — | |
| 21 | ACN | Accenture plc | 株式-IT | 1.36% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.31% | — | — | |
| 23 | NOW | Servicenow INC | 株式-IT | 1.27% | — | — | |
| 24 | PYPL | Paypal Holdings INC | 株式-金融 | 1.20% | — | — | |
| 25 | ADSK | Autodesk INC | 株式-IT | 1.11% | — | — | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 1.06% | +0.04% | NEW | |
| 27 | CCI | Crown Castle INC | 株式-不動産 | 1.01% | — | — | |
| 28 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.00% | -0.04% | -69.42% | |
| 29 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.00% | -0.04% | EXIT | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.98% | — | — | |
| 31 | DG | Dollar General CORP | 株式-生活必需品 | 0.96% | — | — | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.93% | — | -80.99% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.93% | -0.03% | EXIT | |
| 34 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.92% | — | — | |
| 35 | GIS | General Mills INC | 株式-生活必需品 | 0.90% | — | — | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.90% | — | — | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 0.89% | — | — | |
| 38 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.87% | — | — | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.86% | — | — | |
| 40 | PAYX | Paychex INC | 株式-IT | 0.85% | — | — | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.83% | — | — | |
| 42 | USB | US Bancorp | 株式-金融 | 0.81% | — | — | |
| 43 | DUK | Duke Energy CORP | 株式-公益事業 | 0.81% | — | — | |
| 44 | TGT | Target CORP | 株式-一般消費財 | 0.78% | — | — | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | — | -51.45% | |
| 46 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.77% | — | — | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | — | — | |
| 48 | SO | Southern Co/the | 株式-公益事業 | 0.75% | — | — | |
| 49 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.74% | — | — | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.74% | — | -90.62% |