CIK: 0001841616
申告総資産額
$41.9億
上位200銘柄を表示中（全441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 | 5.18% | — | +0.74% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.97% | — | +6.75% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.79% | — | -0.46% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.57% | — | +1.72% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.94% | — | +2.35% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.89% | — | +0.64% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.77% | — | -2.06% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.75% | — | +3.21% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.63% | — | +2.80% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.25% | — | +3.08% | |
| 11 | SPGI | S&p Global INC | 株式-金融 | 1.89% | — | +4.06% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.89% | — | +2.85% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.78% | — | -25.36% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 1.73% | — | +1.98% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.68% | — | +7.14% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.66% | — | +2.01% | |
| 17 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.55% | — | +1.92% | |
| 18 | SO | Southern Co/the | 株式-公益事業 | 1.55% | — | +6.38% | |
| 19 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.50% | — | +4.78% | |
| 20 | MTDR | Matador Resources Co | 株式-エネルギー | 1.47% | — | -22.05% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.35% | — | +2.78% | |
| 22 | CAT | Caterpillar INC | 株式-資本財 | 1.34% | — | +12.41% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.29% | — | +72.69% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | — | -4.98% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 1.14% | — | +5.74% | |
| 26 | PSX | Phillips 66 | 株式-エネルギー | 1.08% | — | -0.30% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 1.06% | — | +6.82% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.05% | — | -24.96% | |
| 29 | BLKCHF | Blackrock INC | 株式-その他 | 1.03% | — | +6.84% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 1.03% | — | +8.35% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.99% | — | +1.32% | |
| 32 | KEL | Kellanova | 株式-その他 | 0.98% | — | +7.40% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.98% | — | +10.87% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.97% | — | -12.40% | |
| 35 | CSX | Csx CORP | 株式-資本財 | 0.90% | — | +1.24% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.84% | — | -4.59% | |
| 37 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.79% | — | -9.49% | |
| 38 | BND | Vanguard Total Bond Market | ETF-その他 | 0.76% | — | +2534.07% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.74% | — | +39.89% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.71% | — | +57.36% | |
| 41 | FDX | Fedex CORP | 株式-資本財 | 0.68% | — | +13.93% | |
| 42 | CP | Canadian Pacific Kansas City | 株式-資本財 | 0.67% | — | +13.48% | |
| 43 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.66% | — | +9.51% | |
| 44 | GJUN | Ft Vest US Equity Moderate B | ETF-その他 | 0.64% | — | -0.82% | |
| 45 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.63% | — | -4.69% | |
| 46 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.63% | — | +7.45% | |
| 47 | XLB | Ss Materials Select Sector | ETF-その他 | 0.61% | — | +2.17% | |
| 48 | GS | Goldman Sachs Group INC | 株式-金融 | 0.58% | — | -2.66% | |
| 49 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 株式-その他 | 0.57% | — | +0.85% | |
| 50 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.55% | — | +321.63% |