CIK: 0001863523
申告総資産額
$40.7億
上位200銘柄を表示中（全402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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.34% | -1.04% | -0.55% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.17% | — | -0.20% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 2.70% | -0.50% | — | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 1.91% | — | — | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.80% | -0.84% | +66.35% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.52% | -0.41% | -20.61% | |
| 7 | USB | US Bancorp | 株式-金融 | 1.41% | — | +52.11% | |
| 8 | CMI | Cummins INC | 株式-資本財 | 1.38% | — | +13.24% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.28% | — | +94.53% | |
| 10 | ORSIX | Nrth Sq Dyn Sm Cap-i | 株式-その他 | 1.27% | — | -6.03% | |
| 11 | HIG | Hartford Insurance Group INC | 株式-金融 | 1.25% | -0.43% | +20.61% | |
| 12 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.25% | — | — | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.23% | — | +159.26% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 1.22% | — | +6.06% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.14% | +1.09% | -9.73% | |
| 16 | XLF | Ss Financial Select Sector | ETF-その他 | 1.04% | — | — | |
| 17 | C | Citigroup INC | 株式-金融 | 1.03% | -0.30% | -16.03% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.03% | +1.90% | +57.04% | |
| 19 | GS | Goldman Sachs Group INC | 株式-金融 | 1.02% | — | -39.11% | |
| 20 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.01% | — | -22.20% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.01% | +1.95% | -21.93% | |
| 22 | EOG | Eog Resources INC | 株式-エネルギー | 1.00% | — | +27.83% | |
| 23 | DUK | Duke Energy CORP | 株式-公益事業 | 0.96% | — | -14.86% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 0.96% | +0.10% | -19.05% | |
| 25 | MO | Altria Group INC | 株式-生活必需品 | 0.95% | — | +13.02% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 0.93% | -0.43% | +45.41% | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 0.90% | -0.35% | +11.06% | |
| 28 | SYF | Synchrony Financial | 株式-金融 | 0.89% | -0.43% | -4.61% | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.85% | -0.34% | EXIT | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.85% | +0.14% | -22.09% | |
| 31 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.84% | — | -4.42% | |
| 32 | DAL | Delta Air Lines INC | 株式-資本財 | 0.83% | -0.30% | +13.11% | |
| 33 | TMUS | T-mobile US INC | 株式-通信サービス | 0.83% | -0.58% | +62.29% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | +0.91% | -55.86% | |
| 35 | MDT | Medtronic plc | 株式-ヘルスケア | 0.76% | — | +13.16% | |
| 36 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.74% | — | +11.52% | |
| 37 | AMP | Ameriprise Financial INC | 株式-金融 | 0.74% | — | +32.65% | |
| 38 | GM | General Motors Co | 株式-一般消費財 | 0.70% | — | — | |
| 39 | URI | United Rentals INC | 株式-資本財 | 0.68% | -0.24% | -23.88% | |
| 40 | ADVGX | North Sq Sel Sm Cap-i | 株式-その他 | 0.68% | — | — | |
| 41 | FOXA | Fox CORP - Class A | 株式-通信サービス | 0.67% | — | -16.99% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.67% | -0.33% | — | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.65% | — | +3.28% | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.64% | — | -2.26% | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.63% | — | -17.29% | |
| 46 | KO | The Coca-Cola Company | 株式-生活必需品 | 0.60% | — | +59.11% | |
| 47 | CG | Carlyle Group Inc/the | 株式-金融 | 0.59% | — | +27.10% | |
| 48 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.59% | — | +1.68% | |
| 49 | CI | THE Cigna Group | 株式-ヘルスケア | 0.57% | — | +60.69% | |
| 50 | EXE | Expand Energy CORP | 株式-エネルギー | 0.56% | — | — |