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 | 7.37% | -0.53% | +0.09% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.46% | -0.18% | +1.01% | |
| 3 | OEF | Ishares S&p 100 ETF | ETF-その他 | 4.73% | -1.08% | -0.49% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.89% | -0.83% | +3.24% | |
| 5 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 3.84% | +0.63% | -1.18% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.59% | +0.48% | +0.23% | |
| 7 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 3.47% | -0.37% | -2.56% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.25% | -0.08% | +13.12% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.89% | -0.26% | +1.09% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.87% | -0.08% | -1.83% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.81% | -0.04% | -0.38% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.35% | -0.32% | +11.30% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.16% | +0.92% | +1.37% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.90% | +0.15% | -1.04% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.50% | -0.12% | -0.59% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.46% | -0.13% | +5.83% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.44% | -0.11% | +0.97% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.39% | +0.47% | -4.73% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.33% | -0.09% | +9.52% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.32% | -0.15% | -5.70% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.16% | — | -0.03% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.11% | — | +26.86% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.05% | -0.11% | -23.56% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.98% | — | +3.23% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | — | +1.49% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | +0.21% | — | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.95% | — | +3.79% | |
| 28 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.85% | +0.23% | -0.06% | |
| 29 | MS | Morgan Stanley | 株式-金融 | 0.84% | — | -0.46% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.78% | — | +70.48% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.77% | — | -0.09% | |
| 32 | IVLU | Ishares Msci International V | ETF-その他 | 0.75% | — | -0.18% | |
| 33 | KR | Kroger Co | 株式-生活必需品 | 0.75% | +0.13% | +0.52% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | +0.10% | -0.03% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.67% | — | +3.44% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | — | -4.85% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.65% | +0.09% | +5.12% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.64% | — | — | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.62% | — | -1.34% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.62% | — | -4.97% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.61% | +0.16% | +0.24% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.52% | — | -0.12% | |
| 43 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.52% | — | -6.33% | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.50% | — | +30.91% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.50% | -0.16% | -3.67% | |
| 46 | VUG | Vanguard Growth ETF | ETF-その他 | 0.49% | — | -1.97% | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.49% | — | +0.83% | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.47% | — | -0.04% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.46% | -0.25% | +3.30% | |
| 50 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.45% | -0.15% | +11.94% |