CIK: 0001740839
申告総資産額
$2.4億
上位200銘柄を表示中（全379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 | AAPL | Apple INC | 株式-IT | 7.66% | -0.49% | -1.56% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 6.39% | -0.42% | -0.44% | |
| 3 | CPRX | Catalyst Pharmaceuticals INC | 株式-ヘルスケア | 4.54% | +0.26% | +0.53% | |
| 4 | HD | Home Depot INC | 株式-一般消費財 | 3.56% | -0.10% | +0.43% | |
| 5 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.77% | — | +0.95% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.74% | -0.13% | -0.37% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.62% | -0.41% | -1.23% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.43% | -0.09% | +0.09% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.33% | -0.17% | -2.02% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.12% | -0.24% | -0.08% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.95% | — | +0.63% | |
| 12 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.94% | -0.12% | — | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.93% | -0.24% | +0.12% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.85% | +0.44% | +7.13% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.73% | -0.14% | — | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.71% | — | +0.38% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 1.57% | -0.17% | -0.84% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.51% | -0.10% | -0.85% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.44% | — | — | |
| 20 | CAT | Caterpillar INC | 株式-資本財 | 1.30% | +0.35% | — | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | +0.18% | +1.68% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.20% | +0.15% | +0.18% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.14% | — | +1.32% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.09% | — | -0.59% | |
| 25 | IRM | Iron Mountain INC | 株式-不動産 | 1.04% | +0.13% | -0.72% | |
| 26 | RSG | Republic Services INC | 株式-資本財 | 1.02% | — | -1.98% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.91% | — | — | |
| 28 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.85% | -1.22% | -1.24% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.82% | +0.20% | +4.13% | |
| 30 | SHOP | Shopify INC - Class A | 株式-IT | 0.81% | -0.11% | — | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.81% | — | +7.18% | |
| 32 | DE | Deere & Co | 株式-資本財 | 0.81% | +0.11% | — | |
| 33 | NFLX | Netflix INC | 株式-通信サービス | 0.81% | — | — | |
| 34 | SCM | Stellus Capital Investment C | 株式-その他 | 0.79% | -0.10% | +1.16% | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 0.78% | — | +3.64% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.74% | — | -3.60% | |
| 37 | BCIC | Bcp Investment CORP | 株式-その他 | 0.72% | — | -0.12% | |
| 38 | MTZ | Mastec INC | 株式-資本財 | 0.70% | +0.83% | -0.66% | |
| 39 | WHF | Whitehorse Finance INC | 株式-その他 | 0.68% | — | — | |
| 40 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.65% | — | -0.34% | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.65% | — | -1.78% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.59% | +0.11% | — | |
| 43 | BX | Blackstone INC | 株式-金融 | 0.57% | -0.10% | — | |
| 44 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.57% | +0.11% | +11.18% | |
| 45 | UBER | Uber Technologies INC | 株式-資本財 | 0.55% | — | — | |
| 46 | OXM | Oxford Industries INC | 株式-その他 | 0.51% | — | +0.68% | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | -0.20% | — | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.47% | — | — | |
| 49 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.45% | — | — | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.45% | +0.15% | -0.47% |