CIK: 0001765885
申告総資産額
$2.7億
| # | 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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 9.60% | -0.32% | -2.90% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.76% | -1.71% | -1.27% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.61% | — | +0.65% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.95% | -0.15% | -2.49% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.87% | +0.15% | +2.71% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.79% | — | +1.76% | |
| 7 | SYK | Stryker CORP | 株式-ヘルスケア | 2.72% | -0.14% | -0.09% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.53% | — | -0.24% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.28% | -0.08% | +0.23% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.99% | +0.41% | +0.10% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.91% | — | -3.28% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.72% | — | +4.13% | |
| 13 | XLE | Ss Energy Select Sector | ETF-その他 | 1.68% | +0.36% | -0.52% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.57% | +0.20% | +0.19% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.53% | +0.10% | -0.47% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.34% | +0.49% | +0.42% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.33% | +0.18% | -0.62% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.25% | -0.39% | +3.15% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.22% | -0.09% | +0.33% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.15% | -0.09% | -0.11% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.12% | — | -0.77% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.09% | +0.09% | +0.76% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | — | — | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.92% | — | +1.20% | |
| 25 | TYL | Tyler Technologies INC | 株式-IT | 0.91% | -0.14% | -4.68% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | -0.78% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.88% | -0.09% | +4.22% | |
| 28 | ALL | Allstate CORP | 株式-金融 | 0.88% | — | +3.28% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | +0.27% | -0.54% | |
| 30 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.86% | +0.26% | +33.82% | |
| 31 | MMM | 3m Co | 株式-資本財 | 0.79% | -0.07% | +0.55% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 0.79% | — | +0.62% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.78% | +0.14% | -4.28% | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.76% | -0.22% | -2.26% | |
| 35 | RTX | Rtx CORP | 株式-資本財 | 0.75% | — | +0.77% | |
| 36 | EMR | Emerson Electric Co | 株式-資本財 | 0.74% | — | -0.32% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | -0.08% | +6.38% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | +0.09% | |
| 39 | WHG | Westwood Holdings Group INC | 株式-その他 | 0.67% | — | — | |
| 40 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.66% | -0.19% | +0.14% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | — | +0.36% | |
| 42 | ADP | Automatic Data Processing | 株式-IT | 0.64% | -0.10% | -0.64% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | -0.27% | EXIT | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.57% | — | -7.34% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.54% | — | — | |
| 46 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 0.51% | — | +0.93% | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.50% | -0.10% | +6.53% | |
| 48 | CME | Cme Group INC | 株式-金融 | 0.49% | — | +0.86% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.48% | — | — | |
| 50 | FISV | Fiserv INC | 株式-その他 | 0.47% | — | +9.23% |