CIK: 0001803386
申告総資産額
$2.5億
| # | 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 8.19% | — | +92.42% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.99% | +0.32% | +73.84% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.89% | -5.94% | -13.25% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.01% | — | +14.24% | |
| 5 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 4.98% | — | +26.33% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.15% | -0.10% | +249.55% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.04% | -0.85% | -6.32% | |
| 8 | MBB | Ishares Mbs ETF | ETF-その他 | 2.47% | — | +22.31% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.44% | — | +20.45% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.28% | — | -15.77% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.24% | — | +6.57% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.23% | — | +282.48% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.69% | -0.18% | -14.89% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.58% | — | +2.13% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.29% | — | -20.48% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.27% | — | -17.08% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.26% | — | -10.38% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.26% | — | — | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.20% | — | -37.84% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.14% | — | -64.36% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 1.08% | — | -14.55% | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.06% | — | — | |
| 23 | T | At&t INC | 株式-通信サービス | 1.04% | — | -7.61% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.04% | — | -35.89% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | +0.16% | +9.47% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.99% | — | +92.20% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.93% | — | -23.60% | |
| 28 | IIM | Invesco Value Municipal Inco | 株式-その他 | 0.91% | -0.09% | +47.65% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | -9.86% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.91% | — | -49.34% | |
| 31 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.82% | — | -29.23% | |
| 32 | D | Dominion Energy INC | 株式-公益事業 | 0.81% | — | -11.73% | |
| 33 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.78% | — | -5.01% | |
| 34 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.78% | -0.19% | EXIT | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.74% | — | -15.10% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | — | -35.33% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.74% | — | -5.95% | |
| 38 | AMD | Advanced Micro Devices | 株式-IT | 0.72% | -0.03% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | — | -34.10% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.64% | — | +15.67% | |
| 41 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.61% | — | -51.92% | |
| 42 | CLX | Clorox Company | 株式-生活必需品 | 0.61% | — | -14.77% | |
| 43 | MMM | 3m Co | 株式-資本財 | 0.58% | — | -5.89% | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.55% | — | -28.42% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.55% | — | -40.90% | |
| 46 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.55% | — | +26.06% | |
| 47 | PANW | Palo Alto Networks INC | 株式-IT | 0.53% | +0.13% | — | |
| 48 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.52% | -0.07% | +14.59% | |
| 49 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 0.52% | — | +6.99% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.50% | — | -4.79% |