CIK: 0001840455
申告総資産額
$5.8億
上位200銘柄を表示中（全209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 | KR | Kroger Co | 株式-生活必需品 | 4.49% | +0.46% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.14% | -0.68% | +1.29% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.03% | -0.30% | +0.79% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.57% | -0.67% | +2.06% | |
| 5 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 2.17% | — | — | |
| 6 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.01% | — | +4.95% | |
| 7 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.94% | +0.23% | -1.73% | |
| 8 | COR | Cencora INC | 株式-ヘルスケア | 1.85% | -0.15% | +0.39% | |
| 9 | ICE | Intercontinental Exchange In | 株式-金融 | 1.75% | -0.14% | +3.67% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.75% | — | +6.46% | |
| 11 | BLK | Blackrock INC | 株式-金融 | 1.60% | -0.14% | +6.96% | |
| 12 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.53% | — | +1.78% | |
| 13 | CB | Chubb Limited | 株式-金融 | 1.52% | — | +2.25% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.47% | — | +14.73% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.39% | -0.19% | +4.93% | |
| 16 | ADI | Analog Devices INC | 株式-IT | 1.38% | +0.35% | +2.27% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.37% | -0.20% | +1.71% | |
| 18 | GD | General Dynamics CORP | 株式-資本財 | 1.37% | — | -2.62% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.33% | — | +2.50% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.30% | +0.10% | -5.94% | |
| 21 | ACN | Accenture plc | 株式-IT | 1.28% | -0.26% | +2.60% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.27% | -0.16% | -2.82% | |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.26% | — | — | |
| 24 | UNP | Union Pacific CORP | 株式-資本財 | 1.21% | — | +3.03% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 1.21% | — | -0.23% | |
| 26 | TXN | Texas Instruments INC | 株式-IT | 1.19% | — | +3.20% | |
| 27 | LHX | L3harris Technologies INC | 株式-資本財 | 1.18% | +0.25% | +4.17% | |
| 28 | JKHY | Jack Henry & Associates INC | 株式-IT | 1.18% | -0.11% | +3.96% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 1.14% | -0.25% | +4.36% | |
| 30 | PH | Parker Hannifin CORP | 株式-資本財 | 1.13% | — | +3.17% | |
| 31 | TAX | Cambria Tax Aware ETF | ETF-その他 | 1.12% | — | — | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.12% | -0.11% | +2.70% | |
| 33 | APD | Air Products & Chemicals INC | 株式-素材 | 1.10% | +0.16% | +0.03% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 1.04% | +0.17% | +0.83% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.01% | +0.26% | -2.83% | |
| 36 | MDT | Medtronic plc | 株式-ヘルスケア | 1.00% | — | +2.97% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | -0.11% | +2.47% | |
| 38 | PSX | Phillips 66 | 株式-エネルギー | 0.96% | +0.38% | -1.45% | |
| 39 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.95% | — | +6.98% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.91% | -0.10% | +2.50% | |
| 41 | EMR | Emerson Electric Co | 株式-資本財 | 0.89% | — | +0.35% | |
| 42 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-その他 | 0.84% | -0.11% | +5.76% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.83% | -0.14% | +10.12% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | +23.37% | |
| 45 | KEY | Keycorp | 株式-金融 | 0.78% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | — | +18.32% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.75% | +0.27% | +7.12% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | -0.13% | -0.18% | |
| 49 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 0.71% | — | -5.64% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.70% | -0.12% | -3.80% |