CIK: 0001831263
申告総資産額
$3.2億
上位200銘柄を表示中（全211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 | 6.97% | -0.65% | -0.66% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 6.49% | — | -0.82% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.55% | -0.45% | -3.59% | |
| 4 | LMT | Lockheed Martin CORP | 株式-資本財 | 3.49% | +0.53% | -1.46% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.05% | — | +1.95% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.34% | -0.46% | -3.85% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.23% | -0.24% | -0.37% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.13% | +0.62% | +2.69% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.06% | -0.28% | -0.88% | |
| 10 | ORCL | Oracle CORP | 株式-IT | 2.00% | -0.38% | -3.71% | |
| 11 | T | At&t INC | 株式-通信サービス | 1.94% | +0.22% | -0.56% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 1.41% | — | -0.47% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.30% | +0.22% | -0.77% | |
| 14 | AEP | American Electric Power | 株式-公益事業 | 1.30% | +0.12% | -0.45% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | -0.12% | -5.35% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.27% | -0.19% | +0.36% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.22% | -0.23% | -7.71% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.17% | -0.20% | -0.77% | |
| 19 | RTX | Rtx CORP | 株式-資本財 | 1.02% | — | +0.59% | |
| 20 | SHOP | Shopify INC - Class A | 株式-IT | 1.00% | -0.32% | +0.12% | |
| 21 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.00% | +0.17% | +0.96% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.99% | -0.14% | -1.62% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.97% | +0.10% | -2.17% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 0.91% | -0.19% | +4.27% | |
| 25 | QCOM | Qualcomm INC | 株式-IT | 0.88% | -0.17% | +0.60% | |
| 26 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.86% | +0.08% | -0.37% | |
| 27 | PANW | Palo Alto Networks INC | 株式-IT | 0.82% | — | -1.23% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | +0.13% | +1.07% | |
| 29 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.79% | — | — | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.79% | +0.13% | -0.31% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.79% | +0.23% | +5.85% | |
| 32 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.78% | +0.11% | +4.93% | |
| 33 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.75% | — | -0.58% | |
| 34 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.74% | — | -1.24% | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.70% | -0.13% | -1.82% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.69% | -0.21% | -0.28% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | — | +3.36% | |
| 38 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.66% | — | -0.28% | |
| 39 | DUK | Duke Energy CORP | 株式-公益事業 | 0.65% | — | -1.20% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | -0.09% | -0.04% | |
| 41 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.61% | — | -0.63% | |
| 42 | SRE | Sempra | 株式-公益事業 | 0.60% | — | +0.05% | |
| 43 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.60% | +0.10% | -1.81% | |
| 44 | SPG | Simon Property Group INC | 株式-不動産 | 0.60% | — | +15.94% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | +0.09% | -9.42% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | -0.17% | +1.15% | |
| 47 | SO | Southern Co/the | 株式-公益事業 | 0.55% | — | -0.19% | |
| 48 | UBER | Uber Technologies INC | 株式-資本財 | 0.52% | — | -1.38% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.52% | — | +8.26% | |
| 50 | COP | Conocophillips | 株式-エネルギー | 0.51% | +0.18% | -0.17% |