CIK: 0001972653
申告総資産額
$2190.0万
上位200銘柄を表示中（全303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 | UNP | Union Pacific CORP | 株式-資本財 | 6.66% | — | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.63% | -0.59% | +238.45% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.51% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 3.34% | -1.09% | +446.98% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.03% | -1.16% | +1293.95% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.91% | -4.76% | +525.85% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.77% | -0.42% | +183.22% | |
| 8 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 1.92% | — | — | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 1.79% | — | +141.58% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.65% | -0.23% | +172.44% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.58% | — | — | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.56% | +0.20% | +7.86% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.53% | — | +896.08% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.22% | — | — | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.15% | — | +374.54% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.07% | -0.34% | — | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.02% | — | +541.51% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 0.99% | — | — | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.95% | — | +32.08% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.93% | — | — | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | +0.39% | +35.82% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.87% | — | +204.11% | |
| 23 | ADBE | Adobe INC | 株式-IT | 0.86% | — | — | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.82% | — | — | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.81% | — | +616.73% | |
| 26 | TFC | Truist Financial CORP | 株式-金融 | 0.81% | — | +0.98% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 0.80% | — | +37.49% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.79% | -0.21% | +35.83% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | — | +338.57% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.79% | -0.16% | +210.98% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.75% | +0.10% | NEW | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.74% | — | +99.32% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | — | +32.86% | |
| 34 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.71% | — | — | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.71% | — | +65.26% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.63% | +0.12% | — | |
| 37 | SO | Southern Co/the | 株式-公益事業 | 0.63% | — | +30.35% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.61% | -0.21% | +309.50% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | — | +44.48% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.57% | — | — | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | +50.12% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.53% | — | +69.06% | |
| 43 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.52% | — | — | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.51% | — | — | |
| 45 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.50% | -0.21% | -1.86% | |
| 46 | WM | Waste Management INC | 株式-資本財 | 0.47% | — | +8.40% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.46% | — | +50.49% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.45% | — | +31.35% | |
| 49 | ACN | Accenture plc | 株式-IT | 0.45% | — | — | |
| 50 | GE | General Electric | 株式-資本財 | 0.45% | — | +165.01% |