CIK: 0001844201
申告総資産額
$4.6億
| # | 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 | LRGE | Clearbridge Large Cap Growth | ETF-大型株・グロース | 30.93% | +1.34% | — | |
| 2 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 12.04% | — | — | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 11.25% | +0.07% | — | |
| 4 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 4.96% | — | — | |
| 5 | AAPL | Apple INC | 株式-IT | 2.86% | +0.42% | — | |
| 6 | NFJ | Virtus Dividend, Interest & Premium Strategy Fund | 株式-その他 | 2.04% | — | — | |
| 7 | FFA | First Trust Enhan Eqty INC | 株式-その他 | 1.92% | — | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.70% | — | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.40% | +0.11% | — | |
| 10 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 1.25% | — | — | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.15% | +0.13% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.10% | — | — | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 1.06% | +0.06% | — | |
| 14 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.05% | — | — | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.04% | +0.18% | — | |
| 16 | DSM | Bnym Strat Muni Bnd | 株式-その他 | 1.04% | — | — | |
| 17 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.98% | +0.10% | — | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.93% | +0.07% | — | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.87% | — | — | |
| 20 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.83% | — | — | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | — | — | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.74% | — | — | |
| 23 | MMU | Western Asset Managed Munici | 株式-その他 | 0.66% | — | — | |
| 24 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.62% | — | — | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | +0.12% | — | |
| 26 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.54% | — | — | |
| 27 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 0.54% | — | — | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | -0.08% | — | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | — | |
| 30 | ADBE | Adobe INC | 株式-IT | 0.49% | — | — | |
| 31 | LMPX | Lmp Automotive Holdings INC | 株式-その他 | 0.47% | — | — | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.45% | +0.12% | — | |
| 33 | USB | US Bancorp | 株式-金融 | 0.43% | — | — | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.39% | +0.16% | — | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | — | — | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.38% | — | — | |
| 37 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.38% | — | — | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.37% | +0.07% | — | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | — | |
| 40 | WTM | White Mountains Insurance Group, Ltd. | 株式-金融 | 0.37% | — | — | |
| 41 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 0.36% | — | — | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.36% | — | — | |
| 43 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.35% | — | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.35% | +0.18% | — | |
| 45 | DSU | Blackrock Debt Strategies | 株式-その他 | 0.34% | — | — | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.34% | — | — | |
| 47 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.34% | — | — | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.32% | — | — | |
| 49 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.32% | — | — | |
| 50 | FISV | Fiserv INC | 株式-その他 | 0.32% | — | — |