CIK: 0001842054
申告総資産額
$2.8億
| # | 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 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 48.02% | -0.83% | -0.45% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.98% | -0.19% | +5.16% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.55% | +0.59% | +1.82% | |
| 4 | LMBS | First Trust Low Duration Opp | ETF-その他 | 2.40% | — | -6.86% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.36% | -0.02% | -3.05% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.28% | -0.20% | +1.17% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.68% | +0.17% | +2.49% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.36% | -0.29% | +6.48% | |
| 9 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.34% | — | +6.94% | |
| 10 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.97% | — | -14.79% | |
| 11 | TFC | Truist Financial CORP | 株式-金融 | 0.95% | — | +0.01% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.94% | — | -2.25% | |
| 13 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.86% | — | -3.86% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | -0.04% | +12.59% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.81% | -0.05% | +12.70% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.79% | — | -11.20% | |
| 17 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.77% | — | -2.87% | |
| 18 | NFLX | Netflix INC | 株式-通信サービス | 0.66% | — | -1.36% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.66% | — | +2.23% | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.65% | — | -0.98% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | +6.27% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | — | +15.18% | |
| 23 | MMM | 3m Co | 株式-資本財 | 0.60% | — | +9.23% | |
| 24 | AMAT | Applied Materials INC | 株式-IT | 0.59% | +0.25% | -1.50% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.57% | — | +1.92% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.57% | — | -1.56% | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 0.55% | — | +2.85% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.54% | — | +65.37% | |
| 29 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.54% | — | — | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.51% | — | +40.08% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | +4.80% | |
| 33 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.47% | — | -0.12% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.43% | -0.03% | -4.15% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.42% | — | +19.44% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.41% | — | +61.86% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.41% | +0.04% | +10.54% | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.40% | — | -0.65% | |
| 39 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.40% | — | +5.28% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.33% | -8.57% | |
| 41 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.39% | +0.06% | -1.17% | |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.39% | -0.06% | +14.69% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.37% | — | +8.59% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.36% | — | +28.91% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.32% | -0.05% | +6.60% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.31% | — | +9.28% | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 0.31% | -0.04% | +1.67% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.31% | — | +1.48% | |
| 49 | BLKCHF | Blackrock INC | 株式-その他 | 0.31% | — | +0.15% | |
| 50 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.30% | — | +6.33% |