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 | 6.40% | +0.63% | -0.02% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.31% | -0.53% | +10.77% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.39% | -0.18% | +0.06% | |
| 4 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 4.76% | -0.37% | -0.52% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-その他 | 4.62% | -1.08% | +9.75% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.47% | +0.48% | +5.18% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 4.21% | -0.83% | +0.43% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.02% | -0.04% | +0.23% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.86% | +0.47% | -12.08% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.76% | -0.08% | +2.30% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.70% | -0.26% | -2.30% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.60% | +0.92% | -0.05% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.10% | -0.08% | — | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.10% | +0.15% | -4.75% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.63% | -0.32% | -3.29% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.37% | — | +72.63% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.30% | -0.12% | +44.23% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.26% | — | -1.48% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.19% | -0.11% | +12.91% | |
| 20 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.16% | +0.23% | +0.35% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.11% | — | -0.07% | |
| 22 | KR | Kroger Co | 株式-生活必需品 | 1.11% | +0.13% | +0.64% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.06% | -0.15% | +0.04% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.04% | +0.21% | +3.22% | |
| 25 | IVLU | Ishares Msci International V | ETF-その他 | 1.04% | — | +1.30% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.99% | — | -43.83% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.94% | — | +2.12% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.89% | — | — | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.87% | -0.09% | +11.52% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | +12.24% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.77% | — | +6.33% | |
| 32 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.75% | — | +0.72% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.73% | — | +1.91% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | — | -5.48% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.69% | — | +6.95% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.66% | — | -13.66% | |
| 37 | MS | Morgan Stanley | 株式-金融 | 0.64% | — | +0.25% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.09% | +0.14% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | +3.51% | |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.60% | — | -64.16% | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.59% | — | -39.27% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.56% | — | — | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +8.35% | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 0.52% | — | -12.96% | |
| 45 | CAT | Caterpillar INC | 株式-資本財 | 0.51% | +0.16% | +2.05% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.51% | — | — | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | +0.10% | -15.06% | |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.50% | — | — | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.50% | -0.11% | +1.04% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | — | +5.52% |