CIK: 0001765885
申告総資産額
$2.7億
上位200銘柄を表示中（全852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 | MSFT | Microsoft CORP | 株式-IT | 6.74% | -1.71% | +0.19% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.55% | — | +1.71% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.45% | — | -8.49% | |
| 4 | SYK | Stryker CORP | 株式-ヘルスケア | 2.86% | -0.14% | -0.01% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.59% | -0.15% | +0.75% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.41% | +0.41% | -0.43% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.62% | — | -33.66% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.57% | -0.08% | -1.67% | |
| 9 | MMM | 3m Co | 株式-資本財 | 1.50% | -0.07% | +0.43% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.29% | — | — | |
| 11 | TYL | Tyler Technologies INC | 株式-IT | 1.29% | -0.14% | -2.49% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.26% | — | +0.78% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.02% | -0.09% | +0.97% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.01% | — | -1.27% | |
| 15 | UNP | Union Pacific CORP | 株式-資本財 | 0.99% | — | +0.25% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.98% | +0.09% | -2.54% | |
| 17 | INTC | Intel CORP | 株式-IT | 0.96% | — | -6.41% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 0.92% | — | -3.47% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | -2.73% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.88% | — | +5.08% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 0.87% | +0.20% | -1.70% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | -0.39% | +1.95% | |
| 23 | EMR | Emerson Electric Co | 株式-資本財 | 0.83% | — | -0.91% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.80% | — | -5.54% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.79% | +0.14% | -0.42% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.75% | +0.18% | -0.78% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | -0.09% | +3.05% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | +0.49% | +1.70% | |
| 29 | KTOS | Kratos Defense & Security | 株式-資本財 | 0.72% | — | -7.76% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | +0.27% | +13.20% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.68% | — | — | |
| 32 | WHG | Westwood Holdings Group INC | 株式-その他 | 0.68% | — | — | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.68% | — | +2.07% | |
| 34 | ADP | Automatic Data Processing | 株式-IT | 0.62% | -0.10% | -0.22% | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.62% | — | -1.10% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.60% | — | +14.94% | |
| 37 | RTX | Rtx CORP | 株式-資本財 | 0.58% | — | +8.41% | |
| 38 | CLF | Cleveland-cliffs INC | 株式-素材 | 0.56% | -0.09% | +51.85% | |
| 39 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.55% | +0.08% | NEW | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.55% | — | +0.46% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.54% | — | -0.96% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.54% | -0.22% | +0.14% | |
| 43 | ALL | Allstate CORP | 株式-金融 | 0.52% | — | +1.71% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.52% | — | -6.17% | |
| 45 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.51% | — | -5.29% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.51% | -0.27% | EXIT | |
| 47 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.50% | +0.10% | +6.33% | |
| 48 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.50% | — | -1.84% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.49% | — | -1.20% | |
| 50 | DUK | Duke Energy CORP | 株式-公益事業 | 0.48% | — | -12.26% |