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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 17.20% | — | — | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 7.39% | — | -27.09% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 6.84% | — | +2.98% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.69% | — | -29.94% | |
| 5 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 4.34% | — | -2.05% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.81% | — | -5.88% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.54% | — | +1.83% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 2.15% | — | +1362.54% | |
| 9 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 2.09% | — | -45.14% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.44% | — | +12.34% | |
| 11 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.38% | — | +147.82% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.34% | -0.02% | -5.92% | |
| 13 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 1.32% | — | -2.43% | |
| 14 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.27% | — | +8.04% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.25% | — | +15.02% | |
| 16 | GIS | General Mills INC | 株式-生活必需品 | 1.25% | — | +26.81% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 1.18% | -0.03% | EXIT | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.16% | — | +12.88% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.15% | — | +21.30% | |
| 20 | FHN | First Horizon CORP | 株式-金融 | 1.12% | — | +13.84% | |
| 21 | PSX | Phillips 66 | 株式-エネルギー | 1.11% | — | +48.12% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.10% | — | +18.72% | |
| 23 | GD | General Dynamics CORP | 株式-資本財 | 1.10% | — | +19.97% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 1.10% | — | +31.66% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.09% | — | +23.03% | |
| 26 | PM | Philip Morris International | 株式-生活必需品 | 1.07% | — | +48.74% | |
| 27 | CCI | Crown Castle INC | 株式-不動産 | 1.05% | — | +45.20% | |
| 28 | ENB | Enbridge INC | 株式-エネルギー | 1.05% | — | +28.35% | |
| 29 | SO | Southern Co/the | 株式-公益事業 | 1.04% | — | +41.61% | |
| 30 | DUK | Duke Energy CORP | 株式-公益事業 | 1.02% | — | +33.72% | |
| 31 | C | Citigroup INC | 株式-金融 | 1.01% | — | +29.88% | |
| 32 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 1.01% | — | +30.67% | |
| 33 | USB | US Bancorp | 株式-金融 | 1.00% | — | +23.68% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.98% | — | +13.07% | |
| 35 | PBA | Pembina Pipeline CORP | 株式-エネルギー | 0.95% | — | +34.90% | |
| 36 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.94% | — | +45.23% | |
| 37 | PRU | Prudential Financial INC | 株式-金融 | 0.94% | — | +21.26% | |
| 38 | WPC | Wp Carey INC | 株式-不動産 | 0.92% | — | +21.64% | |
| 39 | ADSK | Autodesk INC | 株式-IT | 0.90% | — | +23.56% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.89% | +0.03% | NEW | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.89% | — | +24.20% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.88% | +0.04% | NEW | |
| 43 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.88% | -0.04% | EXIT | |
| 44 | EMR | Emerson Electric Co | 株式-資本財 | 0.87% | — | +16.80% | |
| 45 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.84% | — | +27.52% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.80% | — | +11.15% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.77% | — | — | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.63% | — | +4.06% | |
| 49 | HPQ | Hp INC | 株式-IT | 0.63% | — | +7.00% | |
| 50 | IT | Gartner INC | 株式-IT | 0.61% | — | +12.23% |