CIK: 0001797678
申告総資産額
$38.5億
上位200銘柄を表示中（全457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 | 6.79% | -1.17% | +4.07% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.50% | — | +12.45% | |
| 3 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 3.36% | -1.33% | +5.44% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.13% | +0.05% | +24.79% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.00% | — | +2.27% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 1.95% | — | +4.76% | |
| 7 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.92% | +0.27% | +2.56% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.90% | — | +0.36% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.89% | -1.53% | +0.86% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.79% | -0.44% | +130.14% | |
| 11 | ETN | Eaton Corporation plc | 株式-資本財 | 1.72% | +0.14% | +3.46% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.66% | — | +11.84% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.64% | +1.01% | +47.69% | |
| 14 | ET | Energy Transfer LP | 株式-エネルギー | 1.45% | +0.18% | +4.97% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.44% | +0.60% | +0.10% | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 1.42% | -0.23% | -0.64% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.42% | — | +9.20% | |
| 18 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.32% | -1.13% | +10.98% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.28% | +0.19% | +11.56% | |
| 20 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.23% | -0.29% | -0.14% | |
| 21 | IAPR | Innovator International Deve | ETF-その他 | 1.22% | -1.05% | +1.31% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.21% | +0.39% | +1.38% | |
| 23 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型株・グロース | 1.15% | -0.91% | +13679.15% | |
| 24 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 1.13% | -0.36% | +1.62% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.06% | — | +5.56% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.04% | — | +78.93% | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 1.04% | — | +2.00% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | +0.23% | +0.27% | |
| 29 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.94% | +0.14% | +0.82% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.90% | +0.15% | +1.20% | |
| 31 | WMB | Williams Cos INC | 株式-エネルギー | 0.86% | +0.10% | +1.00% | |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.84% | -0.78% | +12.58% | |
| 33 | MPLX | Mplx LP | 株式-エネルギー | 0.82% | — | +5.50% | |
| 34 | RY | Royal Bank Of Canada | 株式-金融 | 0.79% | — | -0.17% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 0.76% | — | +0.67% | |
| 36 | APD | Air Products & Chemicals INC | 株式-素材 | 0.74% | — | -0.01% | |
| 37 | BA | Boeing Co/the | 株式-資本財 | 0.74% | — | +32.86% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | +0.13% | +6.10% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.68% | — | -8.75% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.67% | — | +23.65% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.67% | — | +0.98% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | — | +8.99% | |
| 43 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.64% | +0.91% | +6.39% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.64% | — | -0.05% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.64% | — | +14.83% | |
| 46 | GE | General Electric | 株式-資本財 | 0.64% | — | +21.35% | |
| 47 | C | Citigroup INC | 株式-金融 | 0.64% | — | -5.13% | |
| 48 | SBR | Sabine Royalty Trust | 株式-その他 | 0.63% | — | +611.62% | |
| 49 | OKE | Oneok INC | 株式-エネルギー | 0.60% | +0.11% | +1.72% | |
| 50 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.59% | +0.18% | +0.56% |