CIK: 0001802437
申告総資産額
$241.0万
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 26.74% | -100.00% | EXIT | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 16.89% | — | -4.43% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 8.78% | — | +0.11% | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 6.63% | — | +1.62% | |
| 5 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 5.44% | — | +258.99% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.92% | — | +7.56% | |
| 7 | WMT | Walmart INC | 株式-生活必需品 | 3.62% | — | +56.68% | |
| 8 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 3.59% | — | +2.54% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.78% | — | +89.39% | |
| 10 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 2.43% | — | +1.36% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.41% | — | +85.56% | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.26% | — | +8.61% | |
| 13 | ARKK | Ark Innovation ETF | ETF-その他 | 1.81% | — | -3.96% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.49% | — | +0.09% | |
| 15 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.48% | — | -0.10% | |
| 16 | WPC | Wp Carey INC | 株式-不動産 | 1.24% | — | +0.07% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.06% | — | +9.67% | |
| 18 | VUG | Vanguard Growth ETF | ETF-その他 | 1.01% | — | +26.04% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.87% | — | +2.39% | |
| 20 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.52% | — | — | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.50% | — | +5.55% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | — | +2.01% | |
| 23 | ADBE | Adobe INC | 株式-IT | 0.41% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | — | +0.13% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 0.29% | — | -1.50% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.29% | — | — | |
| 27 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.28% | — | — | |
| 28 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.27% | — | — | |
| 29 | SWKS | Skyworks Solutions INC | 株式-IT | 0.27% | — | — | |
| 30 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.26% | — | -39.03% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.24% | — | — | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.23% | — | — | |
| 33 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.21% | — | — |