CIK: 0001840085
申告総資産額
$11.7億
上位200銘柄を表示中（全208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 | 7.91% | -0.24% | -0.83% | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.76% | — | +1.11% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.33% | -0.80% | +20.53% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.12% | -2.60% | +7.09% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.01% | — | +6.10% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 2.73% | -3.32% | +10.70% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.65% | — | +9.60% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.48% | — | +0.40% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.45% | — | +2.35% | |
| 10 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.45% | — | -0.34% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.73% | — | +6.70% | |
| 12 | NEE | Nextera Energy INC | 株式-公益事業 | 1.56% | — | +6.19% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.50% | -0.20% | +8.90% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.30% | — | -15.00% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.29% | — | +9.37% | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.27% | — | +1.01% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.25% | -0.29% | +3.15% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.24% | — | +12.05% | |
| 19 | MCHP | Microchip Technology INC | 株式-IT | 1.13% | — | +110.80% | |
| 20 | ORCL | Oracle CORP | 株式-IT | 1.09% | — | -0.45% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.06% | — | +4.37% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.06% | — | -0.58% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.06% | — | +18.55% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 1.05% | — | +12.77% | |
| 25 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.99% | — | — | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | +0.34% | +4.44% | |
| 27 | BLKCHF | Blackrock INC | 株式-その他 | 0.96% | — | +0.90% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.80% | — | +14.21% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.79% | — | +21.57% | |
| 30 | AMT | American Tower CORP | 株式-不動産 | 0.78% | — | +8.89% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.78% | — | -12.42% | |
| 32 | HUM | Humana INC | 株式-ヘルスケア | 0.77% | — | -1.05% | |
| 33 | CCI | Crown Castle INC | 株式-不動産 | 0.76% | — | +4.55% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | — | +14.35% | |
| 35 | ACN | Accenture plc | 株式-IT | 0.73% | -0.26% | +55.35% | |
| 36 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.72% | — | -2.25% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.72% | — | -5.48% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.69% | -0.21% | +32.02% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.67% | +0.49% | +54.80% | |
| 40 | CSX | Csx CORP | 株式-資本財 | 0.64% | — | +0.54% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.62% | — | — | |
| 42 | CB | Chubb Limited | 株式-金融 | 0.62% | — | +6.52% | |
| 43 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.61% | — | +0.89% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | — | +19.83% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | — | -11.89% | |
| 46 | PSA | Public Storage | 株式-不動産 | 0.59% | — | -0.96% | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.58% | — | -2.90% | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.53% | -0.22% | +24.60% | |
| 49 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.52% | — | -2.20% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.51% | — | +11.53% |