CIK: 0001841616
申告総資産額
$41.9億
上位200銘柄を表示中（全403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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.17% | — | +7.31% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.31% | — | +20.78% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.44% | — | +5.69% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.33% | — | +19.99% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.15% | — | +5.03% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.78% | — | +14.41% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.50% | — | +8.52% | |
| 8 | WMT | Walmart INC | 株式-生活必需品 | 2.34% | — | +7.45% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.31% | — | +2464.93% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 2.03% | — | +6.97% | |
| 11 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.94% | — | +6.06% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.94% | — | +12.78% | |
| 13 | SO | Southern Co/the | 株式-公益事業 | 1.93% | — | +3.48% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.90% | — | +10.78% | |
| 15 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.88% | — | +9.17% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.78% | — | +300.99% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.77% | — | +6.50% | |
| 18 | SPGI | S&p Global INC | 株式-金融 | 1.76% | — | +22.83% | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 1.73% | — | +6.41% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.49% | — | +10.22% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.44% | — | +9.45% | |
| 22 | QCOM | Qualcomm INC | 株式-IT | 1.36% | — | +16.02% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.30% | — | +2.52% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 1.30% | — | +4.94% | |
| 25 | KEL | Kellanova | 株式-その他 | 1.26% | — | +0.97% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 1.16% | — | +4.57% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 1.14% | — | +24.85% | |
| 28 | PNC | Pnc Financial Services Group | 株式-金融 | 1.12% | — | +5.03% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.05% | — | +4.98% | |
| 30 | BLKCHF | Blackrock INC | 株式-その他 | 1.03% | — | +13.89% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 1.02% | — | +13.64% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 1.00% | — | +30.79% | |
| 33 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.00% | — | +7.28% | |
| 34 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.95% | — | — | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.93% | — | +22.29% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.93% | — | -2.42% | |
| 37 | PSX | Phillips 66 | 株式-エネルギー | 0.92% | — | +3.70% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.86% | — | +53.29% | |
| 39 | XLB | Ss Materials Select Sector | ETF-その他 | 0.81% | — | +6.82% | |
| 40 | CSX | Csx CORP | 株式-資本財 | 0.79% | — | +6.19% | |
| 41 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.78% | — | +10.95% | |
| 42 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.77% | — | +4.67% | |
| 43 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 株式-その他 | 0.75% | — | — | |
| 44 | SYY | Sysco CORP | 株式-生活必需品 | 0.73% | — | +5.00% | |
| 45 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.67% | — | +23.07% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.64% | — | -3.35% | |
| 47 | GS | Goldman Sachs Group INC | 株式-金融 | 0.59% | — | +13.37% | |
| 48 | DSTL | Distillate US Fundamental St | ETF-その他 | 0.58% | — | — | |
| 49 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.57% | — | +16.08% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.51% | — | +190.69% |