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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 7.80% | -0.53% | -3.94% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.96% | -0.18% | +0.41% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.72% | +0.48% | +5.45% | |
| 4 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 4.67% | +0.63% | -0.53% | |
| 5 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 4.48% | -0.37% | -2.02% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-その他 | 4.29% | -1.08% | -3.57% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 4.08% | -0.83% | +0.71% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.99% | -0.04% | +0.19% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.98% | -0.26% | — | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.88% | -0.08% | -6.40% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.37% | +0.47% | +5.76% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.32% | +0.92% | -0.27% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.16% | -0.08% | -0.30% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.85% | +0.15% | -0.61% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.82% | -0.32% | +19.84% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.58% | -0.12% | +1.89% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.44% | -0.11% | +9.42% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.35% | -0.09% | +2.95% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.32% | -0.11% | -8.62% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.28% | -0.15% | +0.53% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.26% | -0.13% | +7.10% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.25% | — | -15.71% | |
| 23 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.05% | +0.23% | -0.11% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | — | +1.55% | |
| 25 | KR | Kroger Co | 株式-生活必需品 | 1.01% | +0.13% | -2.66% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.85% | — | -17.10% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.84% | — | -0.02% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.80% | — | -5.27% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.80% | — | -6.92% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.80% | — | +10.82% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | +0.21% | -4.85% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.76% | — | +100.92% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | +0.10% | +0.52% | |
| 34 | MS | Morgan Stanley | 株式-金融 | 0.73% | — | +0.16% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | — | +2.27% | |
| 36 | IVLU | Ishares Msci International V | ETF-その他 | 0.66% | — | -7.34% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.65% | — | -1.33% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | +1.57% | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.64% | — | -0.03% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.60% | — | +0.33% | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.57% | — | +7.76% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | — | +8.04% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.54% | — | -14.05% | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.52% | — | -14.70% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.52% | +0.09% | +246.25% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | +1.40% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.50% | — | — | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.48% | +0.16% | +1.72% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.47% | -0.25% | -3.96% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.46% | — | — |