CIK: 0001802865
申告総資産額
$4.4億
| # | 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 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 14.97% | -0.17% | +12.09% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 14.65% | — | +12.06% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 12.00% | -0.19% | -5.59% | |
| 4 | SUI | Sun Communities INC | 株式-不動産 | 8.63% | — | — | |
| 5 | IXN | Ishares Global Tech ETF | ETF-テック型 | 5.73% | -0.08% | — | |
| 6 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 5.73% | — | — | |
| 7 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 4.95% | -0.03% | +12.10% | |
| 8 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.95% | -0.13% | +33.40% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.84% | +0.05% | — | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-その他 | 2.34% | — | — | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.99% | — | +5.35% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.64% | — | — | |
| 13 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.46% | — | +37.39% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.15% | — | +2.37% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.14% | -0.13% | — | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.98% | — | — | |
| 17 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.96% | — | +37.04% | |
| 18 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.95% | +0.09% | — | |
| 19 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.94% | — | -92.78% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.92% | -0.03% | +3.97% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.92% | — | — | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 0.84% | +0.05% | NEW | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.82% | +0.12% | -96.13% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.80% | — | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.70% | — | — | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.66% | — | — | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.57% | — | — | |
| 28 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.52% | — | +40.97% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | — | — | |
| 30 | TXN | Texas Instruments INC | 株式-IT | 0.49% | — | — | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | — | +4.20% | |
| 32 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.48% | — | -18.48% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.46% | — | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | — | -6.14% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | +0.05% | — | |
| 36 | ETN | Eaton Corporation plc | 株式-資本財 | 0.42% | — | +877.05% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | — | — | |
| 38 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.40% | +0.05% | NEW | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.37% | — | +3535.14% | |
| 40 | NOW | Servicenow INC | 株式-IT | 0.35% | — | -5.33% | |
| 41 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.34% | — | +0.29% | |
| 42 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.33% | — | — | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.32% | — | — |