CIK: 0001792851
申告総資産額
$3.3億
上位200銘柄を表示中（全260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 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 7.94% | — | — | |
| 2 | AAPL | Apple INC | 株式-IT | 6.08% | -0.08% | +1.59% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.00% | -0.22% | +3.55% | |
| 4 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 3.30% | — | — | |
| 5 | UPS | United Parcel Service-cl B | 株式-資本財 | 3.21% | — | +6.70% | |
| 6 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.10% | — | +3.36% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.88% | +0.05% | +3.29% | |
| 8 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.79% | — | +5.11% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.66% | — | — | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 2.61% | — | +8.97% | |
| 11 | ALK | Alaska Air Group INC | 株式-資本財 | 2.52% | — | +6.22% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.50% | -0.12% | +4.21% | |
| 13 | MELI | Mercadolibre INC | 株式-一般消費財 | 2.50% | — | -12.20% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 2.50% | — | +4.01% | |
| 15 | LUV | Southwest Airlines Co | 株式-資本財 | 2.46% | — | +5.88% | |
| 16 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 2.39% | — | +4.25% | |
| 17 | MGM | Mgm Resorts International | 株式-一般消費財 | 2.35% | — | — | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 2.30% | — | +2.44% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.30% | — | +8.64% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 2.22% | — | +3.92% | |
| 21 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 2.21% | — | — | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 2.15% | — | +4.24% | |
| 23 | CRM | Salesforce INC | 株式-IT | 2.10% | — | +33400.00% | |
| 24 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.07% | — | +4.26% | |
| 25 | SO | Southern Co/the | 株式-公益事業 | 2.06% | — | +4.23% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.96% | — | +1.89% | |
| 27 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.95% | — | +4.77% | |
| 28 | PSA | Public Storage | 株式-不動産 | 1.80% | — | +7.96% | |
| 29 | IRM | Iron Mountain INC | 株式-不動産 | 1.46% | — | +8.64% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.30% | -0.05% | +1.43% | |
| 31 | MMM | 3m Co | 株式-資本財 | 1.29% | — | +0.58% | |
| 32 | APD | Air Products & Chemicals INC | 株式-素材 | 1.23% | +0.04% | — | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.90% | — | -70.63% | |
| 34 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.81% | — | +0.18% | |
| 35 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.78% | — | +2.42% | |
| 36 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.75% | — | +0.78% | |
| 37 | ✓ | Business Development Corporation Of America Nsa | 株式-その他 | 0.58% | — | — | |
| 38 | DORM | Dorman Products INC | 株式-一般消費財 | 0.57% | — | — | |
| 39 | ✓ | Fs Global Credit Opport Fund Nsa | 株式-その他 | 0.49% | — | — | |
| 40 | STX | Seagate Technology Holdings plc | 株式-IT | 0.46% | — | +1.29% | |
| 41 | SLB | Slb LTD | 株式-エネルギー | 0.45% | — | -62.58% | |
| 42 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.44% | — | +0.28% | |
| 43 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.43% | — | +0.40% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.42% | -0.27% | +0.37% | |
| 45 | HON | Honeywell International INC | 株式-資本財 | 0.39% | — | +503.69% | |
| 46 | SDG | Ish Msci Glob Sust Deve Goal | ETF-その他 | 0.38% | — | +0.45% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.11% | -68.81% | |
| 48 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.36% | — | +0.36% | |
| 49 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.36% | — | +0.62% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.33% | — | -17.44% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce INC | +2.1% | +33400.00% | 増加 |
| 2 | DIS | Walt Disney Co/the | +0.7% | +3.36% | 増加 |
| 3 | ALK | Alaska Air Group INC | +0.6% | +6.22% | 増加 |
| 4 | MELI | Mercadolibre INC | +0.4% | -12.20% | 減少 |
| 5 | HLT | Hilton Worldwide Holdings In | +0.3% | +4.25% | 増加 |
| 6 | HON | Honeywell International INC | +0.3% | +503.69% | 増加 |
| 7 | SBUX | Starbucks CORP | +0.3% | +5.11% | 増加 |
| 8 | LUV | Southwest Airlines Co | +0.3% | +5.88% | 増加 |
| 9 | BLKCHF | Blackrock INC | +0.3% | +4.24% | 増加 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +1.43% | 増加 |
| 11 | CVX | Chevron CORP | +0.1% | +76.27% | 増加 |
| 12 | TSLA | Tesla INC | +0.1% | +186.67% | 増加 |
| 13 | RTX | Rtx CORP | +0.1% | +5455.56% | 増加 |
| 14 | CVS | Cvs Health CORP | +0.1% | +4.77% | 増加 |
| 15 | VXF | Vanguard Extended Market ETF | +0.1% | +0.78% | 増加 |
| 16 | EPD | Enterprise Products Partners | +0.1% | +2.42% | 増加 |
| 17 | STX | Seagate Technology Holdings plc | 0% | +1.29% | 増加 |
| 18 | IRM | Iron Mountain INC | 0% | +8.64% | 増加 |
| 19 | CMCSA | Comcast Corp-class A | 0% | +4.26% | 増加 |
| 20 | SO | Southern Co/the | 0% | +4.23% | 増加 |
| 21 | FTEC | Fidelity Msci Info Tech Indx | 0% | +0.18% | 増加 |
| 22 | AAPL | Apple INC | 0% | +1.59% | 増加 |
| 23 | PSA | Public Storage | -0.1% | +7.96% | 増加 |
| 24 | MMM | 3m Co | -0.1% | +0.58% | 増加 |
| 25 | PEP | Pepsico INC | -0.1% | +4.01% | 増加 |
| 26 | PG | Procter & Gamble Co/the | -0.2% | +8.64% | 増加 |
| 27 | JNJ | Johnson & Johnson | -0.2% | +3.29% | 増加 |
| 28 | UCOUSD | Proshares Ultra Bloomberg Cr | -0.2% | -81.11% | 減少 |
| 29 | WMT | Walmart INC | -0.2% | +3.92% | 増加 |
| 30 | AMZN | Amazon.com INC | -0.2% | +4.21% | 増加 |
| 31 | VZ | Verizon Communications INC | -0.2% | +8.97% | 増加 |
| 32 | MSFT | Microsoft CORP | -0.3% | +3.55% | 増加 |
| 33 | UPS | United Parcel Service-cl B | -0.3% | +6.70% | 増加 |
| 34 | APD | Air Products & Chemicals INC | -0.3% | — | 変化なし |
| 35 | SLB | Slb LTD | -0.6% | -62.58% | 減少 |
| 36 | XOM | Exxon Mobil CORP | -0.8% | -68.81% | 減少 |
| 37 | D | Dominion Energy INC | -2.2% | -99.80% | 減少 |
| 38 | GIS | General Mills INC | -2.6% | -98.65% | 減少 |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | -2.7% | -70.63% | 減少 |
| 40 | AGG | Ishares Core U.s. Aggregate | -12.9% | -99.28% | 減少 |
| 41 | VDC | Vanguard Consumer Staple ETF | — | NEW | 新規購入 |
| 42 | ITB | Ishares U.s. Home Constructi | — | NEW | 新規購入 |
| 43 | ABBV | Abbvie INC | — | NEW | 新規購入 |
| 44 | MGM | Mgm Resorts International | — | NEW | 新規購入 |
| 45 | WYNN | Wynn Resorts LTD | — | NEW | 新規購入 |
| 46 | ✓ | Fs Global Credit Opport Fund Nsa | — | NEW | 新規購入 |
| 47 | ✓ | Fs Global Credit Opportunities Fund-a Nsa | — | EXIT | 全売却 |
| 48 | CP | Canadian Pacific Kansa F | — | NEW | 新規購入 |
| 49 | COP | Conocophillips | — | NEW | 新規購入 |
| 50 | IAUUSD | Ishares Gold Trust | — | NEW | 新規購入 |