CIK: 0001929907
申告総資産額
$2.0億
| # | 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 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 7.26% | +0.63% | -1.07% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.68% | -0.18% | -1.36% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.34% | -0.53% | -6.05% | |
| 4 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 4.64% | -0.37% | -0.17% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-その他 | 4.11% | -1.08% | +0.22% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.93% | -0.83% | -0.12% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.89% | +0.48% | -0.02% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.28% | +0.47% | +0.47% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.96% | -0.04% | — | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.94% | +0.92% | -0.68% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.60% | -0.08% | +0.04% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.59% | -0.26% | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.07% | -0.08% | — | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.95% | — | -4.54% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.87% | +0.15% | -0.05% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.68% | -0.32% | — | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.47% | — | -1.04% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.36% | — | -2.04% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.30% | -0.11% | -0.02% | |
| 20 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.24% | +0.23% | -1.49% | |
| 21 | KR | Kroger Co | 株式-生活必需品 | 1.21% | +0.13% | +0.57% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.15% | +0.21% | +0.09% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.13% | — | -0.01% | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.09% | — | +0.48% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.08% | — | +0.04% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.02% | — | — | |
| 27 | IVLU | Ishares Msci International V | ETF-その他 | 1.01% | — | +0.08% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.97% | — | -0.09% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | -0.15% | — | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.90% | -0.12% | +17.33% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.88% | — | +0.65% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.88% | -0.09% | -0.04% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | — | -0.03% | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.70% | — | +10.39% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.68% | +0.09% | — | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | — | -7.01% | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 0.66% | — | — | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.66% | — | — | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | +0.02% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.63% | — | -2.25% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | — | — | |
| 42 | MS | Morgan Stanley | 株式-金融 | 0.62% | — | +0.22% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.62% | — | — | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.61% | +0.10% | -0.02% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.57% | — | — | |
| 46 | VUG | Vanguard Growth ETF | ETF-その他 | 0.57% | — | -4.28% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | +0.39% | |
| 48 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.50% | — | -1.85% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.47% | -0.25% | — | |
| 50 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.46% | +0.11% | — |