CIK: 0001840085
申告総資産額
$11.7億
上位200銘柄を表示中（全216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 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 6.05% | — | +30.63% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.87% | -0.24% | +3.55% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.63% | -0.80% | +9.13% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.95% | -2.60% | +0.65% | |
| 5 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.63% | -0.29% | +15.62% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.55% | — | +12.87% | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.16% | — | +13.97% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.09% | -0.20% | +25.37% | |
| 9 | NEE | Nextera Energy INC | 株式-公益事業 | 1.78% | — | +0.66% | |
| 10 | PFE | Pfizer INC | 株式-ヘルスケア | 1.66% | — | +31.77% | |
| 11 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.60% | — | -3.39% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.58% | -0.21% | +0.51% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.52% | — | +125.58% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.40% | — | +56.20% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.35% | — | +3.31% | |
| 16 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.27% | — | +32.73% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.25% | — | +20.61% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.24% | +0.49% | -18.48% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.23% | — | -17.20% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.19% | — | +25.71% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.17% | — | +14.46% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.11% | — | +46.64% | |
| 23 | ACN | Accenture plc | 株式-IT | 1.07% | -0.26% | +55.89% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.04% | — | -72.82% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 0.98% | -3.32% | -69.32% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.97% | — | +2.81% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.97% | — | -71.81% | |
| 28 | WM | Waste Management INC | 株式-資本財 | 0.91% | — | +12.31% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.89% | — | -2.99% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.88% | -0.19% | +111.41% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.86% | — | -10.47% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.85% | — | +3.29% | |
| 33 | BLKCHF | Blackrock INC | 株式-その他 | 0.75% | — | -3.69% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | -36.59% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.71% | -0.22% | +4.50% | |
| 36 | MCHP | Microchip Technology INC | 株式-IT | 0.69% | — | -19.28% | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.69% | — | +20.84% | |
| 38 | CCI | Crown Castle INC | 株式-不動産 | 0.66% | — | -0.84% | |
| 39 | TXN | Texas Instruments INC | 株式-IT | 0.66% | — | +7.05% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.66% | — | -7.15% | |
| 41 | APD | Air Products & Chemicals INC | 株式-素材 | 0.65% | — | +1.36% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.65% | — | -20.02% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.65% | — | +8.84% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | — | -55.55% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.63% | — | -10.39% | |
| 46 | CB | Chubb Limited | 株式-金融 | 0.61% | — | -6.01% | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 0.61% | -0.32% | +13.31% | |
| 48 | CSX | Csx CORP | 株式-資本財 | 0.60% | — | +5.34% | |
| 49 | AMT | American Tower CORP | 株式-不動産 | 0.59% | — | -9.25% | |
| 50 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 0.58% | — | +15.29% |