CIK: 0001797678
申告総資産額
$38.5億
上位200銘柄を表示中（全382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 | 7.17% | -1.17% | +284.65% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.07% | — | +114.35% | |
| 3 | EPD | Enterprise Products Partners | 株式-エネルギー | 2.47% | +0.27% | +12.68% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.29% | -1.53% | -16.24% | |
| 5 | ETN | Eaton Corporation plc | 株式-資本財 | 1.98% | +0.14% | +447.06% | |
| 6 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.97% | — | +270.00% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.93% | — | +544.00% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.89% | — | +33.94% | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.76% | -0.29% | +1217.57% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.75% | +0.60% | +100.41% | |
| 11 | AVGO | Broadcom INC | 株式-IT | 1.73% | — | +439.95% | |
| 12 | IBM | Intl Business Machines CORP | 株式-IT | 1.51% | -0.23% | +149.99% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.50% | +0.39% | +179.36% | |
| 14 | ET | Energy Transfer LP | 株式-エネルギー | 1.45% | +0.18% | +0.60% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.36% | +0.19% | +1890.58% | |
| 16 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.34% | -1.13% | +0.16% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.32% | +0.05% | +16.01% | |
| 18 | HON | Honeywell International INC | 株式-資本財 | 1.30% | +0.15% | +841.79% | |
| 19 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.24% | +0.14% | +50.74% | |
| 20 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.23% | +0.18% | +1.95% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.17% | — | +40.86% | |
| 22 | OKE | Oneok INC | 株式-エネルギー | 1.11% | +0.11% | +258.63% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.09% | +0.23% | +141.36% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.08% | +1.01% | -18.54% | |
| 25 | APD | Air Products & Chemicals INC | 株式-素材 | 1.08% | — | — | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.05% | — | -6.55% | |
| 27 | WMB | Williams Cos INC | 株式-エネルギー | 0.98% | +0.10% | +340.50% | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 0.94% | — | +1171.52% | |
| 29 | MPLX | Mplx LP | 株式-エネルギー | 0.94% | — | +4.46% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.89% | +0.19% | +863.43% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.88% | — | +31.47% | |
| 32 | RY | Royal Bank Of Canada | 株式-金融 | 0.88% | — | +504.11% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.87% | — | +1509.12% | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.75% | — | +2523.23% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.71% | — | +570.66% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.71% | — | +119.83% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.70% | — | +6.38% | |
| 38 | BLK | BlackRock, Inc. | 株式-金融 | 0.70% | — | +0.20% | |
| 39 | GFEB | Ft Vest US Equity Moderate B | ETF-その他 | 0.68% | — | -5.08% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | — | -24.28% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | — | +25.40% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.66% | +0.63% | -38.55% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.63% | — | +23.07% | |
| 44 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.63% | — | +1.69% | |
| 45 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-その他 | 0.62% | — | — | |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.62% | -0.78% | +4.60% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | +36.62% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.61% | — | +294.84% | |
| 49 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.60% | +0.10% | +373.24% | |
| 50 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.59% | — | +177.00% |