CIK: 0001797678
申告総資産額
$38.5億
上位200銘柄を表示中（全475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 | 6.12% | -1.17% | +5.82% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.34% | — | +27.48% | |
| 3 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 3.08% | -1.33% | +1.38% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.39% | -0.44% | +44.93% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.03% | +0.05% | +4.62% | |
| 6 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.98% | +0.27% | +9.97% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.93% | — | +3.30% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 1.91% | — | +2.37% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.90% | — | +19.54% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.87% | — | +12.11% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.70% | — | -0.59% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.62% | -1.53% | -8.32% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.48% | +0.60% | +5.50% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.46% | +0.19% | +15.91% | |
| 15 | ET | Energy Transfer LP | 株式-エネルギー | 1.44% | +0.18% | +13.43% | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 1.36% | -0.23% | +0.17% | |
| 17 | ETN | Eaton Corporation plc | 株式-資本財 | 1.34% | +0.14% | +0.51% | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.33% | -0.29% | -1.00% | |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.24% | +1.01% | -16.40% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.20% | — | +21.56% | |
| 21 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.15% | -1.13% | -3.21% | |
| 22 | IAPR | Innovator International Deve | ETF-その他 | 1.15% | -1.05% | +0.66% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | +0.23% | +6.26% | |
| 24 | MPLX | Mplx LP | 株式-エネルギー | 1.11% | — | +38.59% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.10% | +0.39% | +2.23% | |
| 26 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 1.07% | -0.36% | -0.25% | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 1.01% | — | -2.13% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.98% | — | +14.09% | |
| 29 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型株・グロース | 0.93% | -0.91% | -11.98% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | — | +48.75% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | — | -2.57% | |
| 32 | RY | Royal Bank Of Canada | 株式-金融 | 0.84% | — | +0.19% | |
| 33 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.82% | +0.14% | -1.78% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.79% | -0.78% | +3.46% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | — | +28.52% | |
| 36 | WMB | Williams Cos INC | 株式-エネルギー | 0.75% | +0.10% | +1.26% | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.75% | +0.15% | -1.80% | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.74% | — | +9.80% | |
| 39 | PM | Philip Morris International | 株式-生活必需品 | 0.70% | — | +1.77% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.69% | — | +9.44% | |
| 41 | C | Citigroup INC | 株式-金融 | 0.65% | — | -2.70% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.65% | — | +5.27% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | +0.19% | -0.24% | |
| 44 | APD | Air Products & Chemicals INC | 株式-素材 | 0.61% | — | -0.01% | |
| 45 | GE | General Electric | 株式-資本財 | 0.60% | — | +0.70% | |
| 46 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.59% | +0.91% | +1.11% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | — | +37.77% | |
| 48 | OKE | Oneok INC | 株式-エネルギー | 0.56% | +0.11% | +3.26% | |
| 49 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.56% | +0.18% | +1.29% | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.55% | +0.28% | +12.38% |