CIK: 0001845445
申告総資産額
$7.6億
上位200銘柄を表示中（全420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 | TACK | Fairlead Tactical Sector ETF | ETF-その他 | 10.72% | — | +0.78% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 7.82% | — | -0.38% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.54% | — | +6.19% | |
| 4 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 3.26% | — | -1.49% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 2.85% | — | -3.68% | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 2.65% | — | -4.24% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.50% | — | +10.87% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.78% | — | +5.94% | |
| 9 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.74% | — | -0.32% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.66% | — | +0.95% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.47% | — | +4.77% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.47% | — | +2.21% | |
| 13 | CFG | Citizens Financial Group | 株式-金融 | 1.40% | — | +12.99% | |
| 14 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.36% | — | +5.70% | |
| 15 | LECO | Lincoln Electric Holdings | 株式-資本財 | 1.35% | — | — | |
| 16 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.27% | — | +3.99% | |
| 17 | LNC | Lincoln National CORP | 株式-金融 | 1.17% | — | +13.87% | |
| 18 | EG | Everest Group, Ltd. | 株式-金融 | 1.16% | — | +1.33% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.15% | — | +0.48% | |
| 20 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 1.09% | — | +4.26% | |
| 21 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.08% | — | -0.74% | |
| 22 | PSX | Phillips 66 | 株式-エネルギー | 1.04% | — | +0.63% | |
| 23 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.01% | — | +12.19% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | — | -26.52% | |
| 25 | HAS | Hasbro INC | 株式-一般消費財 | 0.98% | — | +7.03% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.98% | — | +1720.76% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.96% | — | +18.38% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.84% | — | +2.72% | |
| 29 | C | Citigroup INC | 株式-金融 | 0.83% | — | +8.78% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.83% | — | -10.47% | |
| 31 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.82% | — | +3.89% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.82% | — | +3.53% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.77% | — | -7.69% | |
| 34 | SWKS | Skyworks Solutions INC | 株式-IT | 0.76% | — | +16.40% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | +7.59% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.72% | — | +17.09% | |
| 37 | UL | Unilever PLC | 株式-生活必需品 | 0.71% | — | +11.31% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.70% | — | -1.89% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.69% | — | -13.53% | |
| 40 | DVN | Devon Energy CORP | 株式-エネルギー | 0.68% | — | — | |
| 41 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.67% | — | +49.69% | |
| 42 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.66% | — | -0.66% | |
| 43 | GD | General Dynamics CORP | 株式-資本財 | 0.62% | — | +0.94% | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.58% | — | -13.14% | |
| 45 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 0.57% | — | +11.41% | |
| 46 | PRU | Prudential Financial INC | 株式-金融 | 0.56% | — | +5.44% | |
| 47 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.56% | — | +5.33% | |
| 48 | CI | THE Cigna Group | 株式-ヘルスケア | 0.55% | — | +14.18% | |
| 49 | SAMG | Silvercrest Asset Manageme-a | 株式-その他 | 0.54% | — | +4.24% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | — | +7.40% |