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 | 7.55% | -0.53% | -3.96% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.59% | -0.18% | +0.42% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-その他 | 4.53% | -1.08% | -0.82% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.37% | -0.83% | -2.84% | |
| 5 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 4.24% | -0.37% | -2.95% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.73% | +0.48% | -27.73% | |
| 7 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 3.33% | +0.63% | -3.64% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.04% | -0.04% | +2.74% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.03% | -0.08% | +43.72% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.00% | -0.08% | +3.59% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.92% | -0.26% | — | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.44% | -0.32% | +72.42% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.16% | +0.92% | -1.23% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.15% | +0.15% | +20.34% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.02% | +0.47% | -2.59% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.69% | -0.12% | +0.55% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.53% | -0.11% | +4.79% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.43% | -0.15% | -1.61% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.34% | -0.11% | +1.04% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.26% | — | -2.29% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.25% | -0.09% | -7.11% | |
| 22 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.19% | -0.13% | +0.44% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.01% | — | -0.10% | |
| 24 | KR | Kroger Co | 株式-生活必需品 | 0.99% | +0.13% | -2.23% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.94% | — | +16.09% | |
| 26 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.93% | +0.23% | -0.14% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.89% | — | -0.46% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.85% | — | +75.51% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.80% | +0.21% | -0.64% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | — | +19.83% | |
| 31 | MS | Morgan Stanley | 株式-金融 | 0.76% | — | -0.26% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.75% | +0.10% | -1.14% | |
| 33 | IVLU | Ishares Msci International V | ETF-その他 | 0.74% | — | -0.45% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.72% | — | -14.74% | |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.71% | — | -1.58% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.71% | — | -12.75% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | — | +0.42% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.68% | — | -5.15% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.62% | +0.09% | +22.84% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.57% | — | +0.27% | |
| 41 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.56% | — | +31.28% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -1.48% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | -0.16% | +44.61% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.52% | — | -2.03% | |
| 45 | VUG | Vanguard Growth ETF | ETF-その他 | 0.51% | — | -3.36% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.49% | — | -0.43% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.49% | — | -3.65% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.47% | — | — | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.47% | — | -4.14% | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.47% | +0.16% | -2.87% |