CIK: 0001795711
申告総資産額
$1.7億
上位200銘柄を表示中(全386銘柄)
| # | 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 | 14.56% | +0.10% | -4.38% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 10.02% | +0.71% | +6.71% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 8.78% | +1.52% | +6.55% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 7.77% | +0.22% | +5.15% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 4.18% | +1.03% | +25.34% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.46% | +0.23% | +2.78% | |
| 7 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 2.82% | +0.56% | +204.46% | |
| 8 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 2.80% | +0.62% | +14.61% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.64% | +0.41% | -0.77% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.34% | — | -19.21% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.32% | +0.25% | +105.91% | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 2.19% | +0.05% | -2.69% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.08% | -0.29% | -0.06% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.07% | +0.39% | -1.00% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.95% | +0.14% | +4.21% | |
| 16 | T | At&t INC | 株式-通信サービス | 1.45% | -0.11% | +5.95% | |
| 17 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.33% | -0.11% | -0.41% | |
| 18 | INTC | Intel CORP | 株式-IT | 1.30% | -0.18% | +1.27% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.23% | +0.10% | -16.18% | |
| 20 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.89% | — | +4.95% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.88% | — | +4.78% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.74% | -0.11% | +90.09% | |
| 23 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.70% | — | +5.03% | |
| 24 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.68% | -0.68% | EXIT | |
| 25 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.66% | +0.07% | +9.99% | |
| 26 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.59% | +0.08% | +2.14% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.58% | -0.18% | -0.58% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.54% | +0.07% | — | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 0.53% | +0.08% | — | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | — | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.49% | — | +3.12% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.47% | — | -0.91% | |
| 33 | ALEC | Alector INC | 株式-その他 | 0.47% | -0.27% | — | |
| 34 | USB | US Bancorp | 株式-金融 | 0.47% | -0.34% | -0.94% | |
| 35 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.46% | +0.11% | — | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | +2.35% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.34% | — | +2.15% | |
| 38 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.32% | +0.25% | +121.74% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.31% | — | -32.57% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | -1.09% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.29% | — | -28.11% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.28% | — | — | |
| 43 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.27% | — | +2.30% | |
| 44 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-その他 | 0.26% | — | — | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.25% | — | -0.06% | |
| 46 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.25% | — | +1.96% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | — | — | |
| 48 | BA | Boeing Co/the | 株式-資本財 | 0.23% | — | -2.29% | |
| 49 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.23% | — | — | |
| 50 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.22% | — | — |