CIK: 0001759271
申告総資産額
$6.1億
上位200銘柄を表示中（全243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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 7.32% | -0.81% | +0.09% | |
| 2 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 5.49% | — | +0.14% | |
| 3 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 4.94% | — | +37.51% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.36% | -0.23% | -53.56% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.21% | — | +88.18% | |
| 6 | ✓ | Invesco S&p 500 Equal Weight E | 株式-その他 | 1.77% | — | +41.42% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.63% | -0.26% | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | -0.17% | -44.68% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.56% | -0.36% | -30.93% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 1.54% | — | — | |
| 11 | MS | Morgan Stanley | 株式-金融 | 1.51% | -0.30% | -1.82% | |
| 12 | ✓ | Alphabet Inc. | 株式-その他 | 1.47% | -0.19% | -39.77% | |
| 13 | ✓ | AbbVie Inc. | 株式-その他 | 1.45% | -0.14% | -4.98% | |
| 14 | STT | State Street CORP | 株式-金融 | 1.40% | -0.18% | -0.91% | |
| 15 | CMA | Comerica INC | 株式-その他 | 1.40% | -1.40% | EXIT | |
| 16 | ✓ | Exxon Mobil Corporation | 株式-その他 | 1.36% | +0.49% | -8.00% | |
| 17 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.34% | — | -1.84% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.34% | +0.15% | +0.18% | |
| 19 | GLW | Corning INC | 株式-IT | 1.33% | -1.21% | -26.17% | |
| 20 | TNL | Travel + Leisure Co | 株式-一般消費財 | 1.31% | -0.12% | -0.31% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 1.29% | -0.29% | -2.16% | |
| 22 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.28% | -0.15% | -0.66% | |
| 23 | ✓ | Bunge LTD | 株式-その他 | 1.24% | +0.44% | -0.70% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.24% | — | +68.56% | |
| 25 | ZION | Zions Bancorp NA | 株式-金融 | 1.18% | — | +3.21% | |
| 26 | ✓ | Entergy Corporation | 株式-その他 | 1.16% | +0.18% | -2.24% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 1.16% | +0.36% | -1.37% | |
| 28 | ✓ | Ally Finl INC Com | 株式-その他 | 1.15% | -0.20% | -0.99% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 1.15% | +0.03% | -2.36% | |
| 30 | ✓ | Clearway Energy INC Cl C | 株式-その他 | 1.14% | +0.15% | -0.15% | |
| 31 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.14% | +0.09% | +0.20% | |
| 32 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.13% | +0.23% | -4.45% | |
| 33 | ✓ | Unum Group | 株式-その他 | 1.12% | — | -0.08% | |
| 34 | ✓ | Xcel Energy Inc. | 株式-その他 | 1.11% | +0.04% | -1.80% | |
| 35 | TXN | Texas Instruments INC | 株式-IT | 1.11% | +0.07% | +18.11% | |
| 36 | ✓ | Altria Group, Inc. | 株式-その他 | 1.10% | +0.11% | -0.73% | |
| 37 | ✓ | Duke Energy Corporation | 株式-その他 | 1.08% | +0.11% | -1.44% | |
| 38 | OMC | Omnicom Group | 株式-通信サービス | 1.06% | — | — | |
| 39 | ✓ | AT & T, Inc. New | 株式-その他 | 1.05% | +0.25% | +1.06% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 1.05% | +0.08% | -0.74% | |
| 41 | PKG | Packaging CORP Of America | 株式-一般消費財 | 1.05% | -1.00% | -0.21% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.05% | +0.06% | -2.63% | |
| 43 | UGI | Ugi CORP | 株式-公益事業 | 1.05% | — | +2.20% | |
| 44 | SNA | Snap-on INC | 株式-資本財 | 1.05% | — | -1.24% | |
| 45 | ✓ | NVIDIA Corporation | 株式-その他 | 1.05% | — | -43.22% | |
| 46 | EMN | Eastman Chemical Co | 株式-素材 | 1.04% | +0.24% | +25.48% | |
| 47 | ✓ | Verizon Communications Inc. | 株式-その他 | 1.03% | +0.34% | +3.52% | |
| 48 | IQLT | Ishares Msci International Q | ETF-その他 | 1.02% | — | +0.48% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.02% | — | — | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 1.02% | — | -4.13% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EUSA | Ishares Msci USA Equal Weigh | +1.6% | +37.51% | 増加 |
| 2 | VXUS | Vanguard Total Intl Stock | +1.1% | +88.18% | 増加 |
| 3 | ✓ | Invesco S&p 500 Equal Weight E | +0.6% | +41.42% | 増加 |
| 4 | VIG | Vanguard Dividend Apprec ETF | +0.6% | +68.56% | 増加 |
| 5 | IVW | Ishares S&p 500 Growth ETF | +0.5% | +0.09% | 増加 |
| 6 | ✓ | State Street SPDR S&P 500 ETF Trust | +0.4% | +0.14% | 増加 |
| 7 | CMA | Comerica INC | +0.3% | -2.20% | 減少 |
| 8 | EMN | Eastman Chemical Co | +0.3% | +25.48% | 増加 |
| 9 | TNL | Travel + Leisure Co | +0.3% | -0.31% | 減少 |
| 10 | BMY | Bristol-myers Squibb Co | +0.2% | +0.20% | 増加 |
| 11 | ✓ | Clearway Energy INC Cl C | +0.2% | -0.15% | 減少 |
| 12 | JNJ | Johnson & Johnson | +0.2% | +0.18% | 増加 |
| 13 | MS | Morgan Stanley | +0.2% | -1.82% | 減少 |
| 14 | ✓ | Ally Finl INC Com | +0.2% | -0.99% | 減少 |
| 15 | STT | State Street CORP | +0.2% | -0.91% | 減少 |
| 16 | UGI | Ugi CORP | +0.2% | +2.20% | 増加 |
| 17 | AMGN | Amgen INC | +0.2% | -2.36% | 減少 |
| 18 | MU | Micron Technology INC | +0.2% | +3.77% | 増加 |
| 19 | ✓ | AT & T, Inc. New | -0.1% | +1.06% | 増加 |
| 20 | ✓ | Altria Group, Inc. | -0.1% | -0.73% | 減少 |
| 21 | SJM | Jm Smucker Co/the | -0.1% | -5.16% | 減少 |
| 22 | HD | Home Depot INC | -0.2% | -4.13% | 減少 |
| 23 | MAA | Mid-america Apartment Comm | -0.2% | -23.81% | 減少 |
| 24 | ✓ | Alphabet Inc. | -0.2% | -51.23% | 減少 |
| 25 | ✓ | Broadcom Inc. | -0.3% | -42.54% | 減少 |
| 26 | GLW | Corning INC | -0.3% | -26.17% | 減少 |
| 27 | ✓ | Alphabet Inc. | -0.3% | -39.77% | 減少 |
| 28 | PAYX | Paychex INC | -0.6% | -73.14% | 減少 |
| 29 | ✓ | NVIDIA Corporation | -0.7% | -43.22% | 減少 |
| 30 | ✓ | Comcast Corporation | -0.7% | -80.76% | 減少 |
| 31 | MSFT | Microsoft CORP | -0.7% | -30.93% | 減少 |
| 32 | AMZN | Amazon.com INC | -1% | -44.68% | 減少 |
| 33 | GTM | Zoominfo Technologies INC | -1.6% | -91.38% | 減少 |
| 34 | AAPL | Apple INC | -2.1% | -53.56% | 減少 |
| 35 | ✓ | Meta Platforms, Inc. | — | EXIT | 全売却 |
| 36 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 37 | VTV | Vanguard Value ETF | — | NEW | 新規購入 |
| 38 | IPG | Interpublic Group Of Cos INC | — | EXIT | 全売却 |
| 39 | OMC | Omnicom Group | — | NEW | 新規購入 |
| 40 | ✓ | Netflix, Inc. | — | EXIT | 全売却 |
| 41 | VEA | Vanguard Ftse Developed ETF | — | NEW | 新規購入 |
| 42 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 43 | HUM | Humana INC | — | EXIT | 全売却 |
| 44 | ✓ | Bae Systems PLC Sp Adr | — | EXIT | 全売却 |
| 45 | WEST | Westrock Coffee Co | — | EXIT | 全売却 |
| 46 | AZN | AstraZeneca PLC | — | NEW | 新規購入 |
| 47 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 全売却 |
| 48 | BAESY | Bae Systems PLC -spon Adr | — | NEW | 新規購入 |
| 49 | ✓ | Palantir Technologies INC | — | EXIT | 全売却 |
| 50 | DIS | Walt Disney Co/the | — | EXIT | 全売却 |