CIK: 0001811005
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 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 9.56% | +0.04% | +0.09% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 7.66% | — | -3.03% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 5.62% | — | -0.56% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 5.21% | +0.96% | -3.15% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.61% | -0.09% | -3.06% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.56% | -0.58% | -5.26% | |
| 7 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 2.18% | — | -1.56% | |
| 8 | USRT | Ishares Core US Reit ETF | ETF-その他 | 2.01% | — | +4.12% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.87% | -0.62% | -8.31% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.52% | — | -0.40% | |
| 11 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.50% | — | +4.51% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.24% | — | -26.31% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.18% | — | -7.08% | |
| 14 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 1.07% | — | +2.15% | |
| 15 | OKE | Oneok INC | 株式-エネルギー | 0.99% | -0.15% | +11.31% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | -0.10% | -3.48% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.96% | — | +1.83% | |
| 18 | DVN | Devon Energy CORP | 株式-エネルギー | 0.94% | — | +1.45% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.94% | — | -14.42% | |
| 20 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.92% | — | — | |
| 21 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.90% | — | +0.79% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.89% | -0.26% | +1844.87% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.87% | — | -3.73% | |
| 24 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.86% | — | +4.90% | |
| 25 | GWW | Ww Grainger INC | 株式-資本財 | 0.84% | — | +5.53% | |
| 26 | AMCR | Amcor plc | 株式-一般消費財 | 0.77% | — | +6.49% | |
| 27 | JBL | Jabil INC | 株式-IT | 0.73% | -0.15% | -5.25% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.73% | — | +39.44% | |
| 29 | WMB | Williams Cos INC | 株式-エネルギー | 0.69% | — | +5.15% | |
| 30 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.66% | — | +54.07% | |
| 31 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.66% | — | -6.28% | |
| 32 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.65% | — | — | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.65% | — | -0.54% | |
| 34 | BG | Bunge Global SA | 株式-生活必需品 | 0.63% | — | +8.23% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.63% | — | -5.71% | |
| 36 | NTR | Nutrien LTD | 株式-素材 | 0.63% | — | +4.19% | |
| 37 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.61% | — | +0.57% | |
| 38 | DAC | Danaos Corporation | 株式-その他 | 0.59% | — | +14.21% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.58% | — | -38.21% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.57% | +0.01% | -10.71% | |
| 41 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.57% | +0.15% | NEW | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.56% | — | +109.76% | |
| 43 | AXP | American Express Co | 株式-金融 | 0.50% | -0.03% | -0.75% | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.50% | — | -2.73% | |
| 45 | WEP | Magellan Midstream Partners | 株式-その他 | 0.49% | — | — | |
| 46 | ISUNQ | Isun INC | 株式-その他 | 0.48% | — | — | |
| 47 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.48% | -0.40% | EXIT | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | +3.11% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | — | -2.49% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | -0.20% | -11.84% |