CIK: 0001795711
申告総資産額
$1.7億
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 16.98% | +0.10% | +25.64% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 10.79% | +0.71% | +12.64% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 8.45% | +0.22% | -6.90% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 8.32% | +1.52% | +212.67% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.81% | +0.23% | +5.16% | |
| 6 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 3.42% | +1.03% | +56.06% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.37% | — | +21.16% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.79% | +0.41% | +6.04% | |
| 9 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 2.77% | +0.62% | +43.62% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 2.59% | +0.05% | -27.80% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 2.26% | +0.14% | +1.02% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.04% | -0.29% | -2.72% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.90% | +0.39% | +1.25% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.61% | +0.10% | -51.81% | |
| 15 | T | At&t INC | 株式-通信サービス | 1.58% | -0.11% | +3.37% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.51% | -0.18% | +2.82% | |
| 17 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.48% | -0.11% | -8.93% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.41% | — | +1118.66% | |
| 19 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 1.18% | — | -7.78% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.12% | +0.25% | +106.33% | |
| 21 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 1.02% | — | +2.62% | |
| 22 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.02% | +0.56% | +57.95% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.96% | — | -9.44% | |
| 24 | FLDR | Fidelity Low Durat Fact ETF | ETF-その他 | 0.90% | — | -62.03% | |
| 25 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.76% | — | +5.50% | |
| 26 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.72% | -0.68% | EXIT | |
| 27 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.66% | +0.08% | +73.07% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.64% | -0.18% | +25.04% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | -1.78% | |
| 30 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.62% | +0.07% | +35.69% | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.56% | — | -4.94% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.56% | — | — | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.54% | +0.07% | -1.88% | |
| 34 | UNP | Union Pacific CORP | 株式-資本財 | 0.53% | +0.08% | +0.02% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.51% | — | — | |
| 36 | ALEC | Alector INC | 株式-その他 | 0.50% | -0.27% | -13.49% | |
| 37 | USB | US Bancorp | 株式-金融 | 0.47% | -0.34% | -2.28% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.45% | — | +0.14% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.44% | — | -70.85% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.44% | -0.11% | -56.35% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.43% | — | -85.99% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.37% | — | -9.71% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | -4.61% | |
| 44 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.30% | — | +63.15% | |
| 45 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.30% | — | — | |
| 46 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-その他 | 0.30% | — | -1.65% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.30% | — | — | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.28% | — | +1.49% | |
| 49 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.25% | — | +67.13% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | — | +59.15% |