CIK: 0001831263
申告総資産額
$3.2億
上位200銘柄を表示中（全206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 | 8.03% | -0.65% | -0.48% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 6.97% | — | -0.08% | |
| 3 | LMT | Lockheed Martin CORP | 株式-資本財 | 3.62% | +0.53% | +2.28% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.43% | -0.45% | +0.56% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.15% | — | +2.40% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.42% | +0.62% | +1.13% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.05% | -0.24% | -0.43% | |
| 8 | T | At&t INC | 株式-通信サービス | 2.02% | +0.22% | -1.33% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.94% | -0.46% | +1.43% | |
| 10 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.75% | -0.28% | +0.25% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.49% | -0.23% | -6.38% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 1.46% | +0.22% | +3.80% | |
| 13 | AEP | American Electric Power | 株式-公益事業 | 1.46% | +0.12% | -0.46% | |
| 14 | ORCL | Oracle CORP | 株式-IT | 1.40% | -0.38% | -1.02% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.33% | — | -0.54% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.20% | -0.12% | -6.29% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.10% | -0.20% | +2.04% | |
| 18 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.01% | +0.17% | +2.20% | |
| 19 | RTX | Rtx CORP | 株式-資本財 | 0.97% | — | -1.89% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 0.94% | +0.10% | -0.26% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.92% | +0.23% | -2.86% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | +0.13% | +4.27% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | +0.13% | -0.60% | |
| 24 | QCOM | Qualcomm INC | 株式-IT | 0.90% | -0.17% | +2.14% | |
| 25 | SHOP | Shopify INC - Class A | 株式-IT | 0.88% | -0.32% | -0.59% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.83% | -0.14% | -1.30% | |
| 27 | BAC | Bank Of America CORP | 株式-金融 | 0.81% | -0.19% | -0.81% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.81% | -0.19% | +4.74% | |
| 29 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.80% | — | -0.97% | |
| 30 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.79% | +0.25% | +3.01% | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.79% | — | — | |
| 32 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.79% | +0.08% | -0.64% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.76% | — | +1.30% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.76% | +0.09% | -0.53% | |
| 35 | PANW | Palo Alto Networks INC | 株式-IT | 0.73% | — | -1.20% | |
| 36 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.72% | — | -0.35% | |
| 37 | DUK | Duke Energy CORP | 株式-公益事業 | 0.72% | — | -2.66% | |
| 38 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.69% | +0.11% | +18.12% | |
| 39 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.67% | +0.10% | +51.57% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.66% | -0.09% | -0.36% | |
| 41 | WFC | Wells Fargo & Co | 株式-金融 | 0.66% | -0.21% | -2.10% | |
| 42 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.65% | — | -3.80% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.64% | -0.13% | -2.28% | |
| 44 | COP | Conocophillips | 株式-エネルギー | 0.63% | +0.18% | — | |
| 45 | SRE | Sempra | 株式-公益事業 | 0.60% | — | +10.53% | |
| 46 | SO | Southern Co/the | 株式-公益事業 | 0.59% | — | +0.70% | |
| 47 | SPG | Simon Property Group INC | 株式-不動産 | 0.57% | — | -3.92% | |
| 48 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.55% | — | -1.87% | |
| 49 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.55% | — | -17.51% | |
| 50 | WELL | Welltower INC | 株式-不動産 | 0.53% | — | — |