CIK: 0001791965
申告総資産額
$73.3億
上位200銘柄を表示中（全462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 | 4.00% | — | +9.11% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.19% | -0.34% | +43.76% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.11% | — | +3.91% | |
| 4 | HD | Home Depot INC | 株式-一般消費財 | 2.02% | — | +9.46% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.86% | — | +3.58% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.53% | — | +9.63% | |
| 7 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 1.26% | — | +93.76% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.17% | +0.41% | +5.84% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.15% | — | +7.62% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.13% | -0.66% | +189.50% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.02% | — | +29.98% | |
| 12 | NEE | Nextera Energy INC | 株式-公益事業 | 1.02% | — | +3.42% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.00% | — | +44.48% | |
| 14 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.92% | — | +68.74% | |
| 15 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.90% | — | +6.05% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.89% | — | +25.21% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.89% | +0.08% | -1.21% | |
| 18 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.85% | — | -0.02% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 0.85% | — | +13.35% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.84% | -0.23% | +4.59% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.84% | +0.19% | +96.82% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 0.79% | — | +317.18% | |
| 23 | AIT | Applied Industrial Tech INC | 株式-資本財 | 0.79% | — | — | |
| 24 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.77% | — | +8.90% | |
| 25 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.76% | — | +11.88% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.73% | — | +1473.19% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.72% | — | +20.92% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.71% | — | +7.46% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.68% | — | +1.00% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | +0.14% | +9.89% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | — | +0.39% | |
| 32 | MDT | Medtronic plc | 株式-ヘルスケア | 0.64% | — | +4.56% | |
| 33 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.63% | — | +51.92% | |
| 34 | ADI | Analog Devices INC | 株式-IT | 0.63% | — | +5.31% | |
| 35 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.62% | -0.14% | +32.78% | |
| 36 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.62% | — | +52.03% | |
| 37 | PAYX | Paychex INC | 株式-IT | 0.61% | — | +2.01% | |
| 38 | TFC | Truist Financial CORP | 株式-金融 | 0.61% | — | — | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.60% | -0.14% | +1.05% | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.60% | — | +5.07% | |
| 41 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.60% | — | +84.05% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.59% | +0.70% | +138.06% | |
| 43 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.57% | — | -14.31% | |
| 44 | ES | Eversource Energy | 株式-公益事業 | 0.57% | — | +4.03% | |
| 45 | XLE | Ss Energy Select Sector | ETF-その他 | 0.56% | — | -1.86% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | +29.01% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | +2.87% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.54% | — | +194.07% | |
| 49 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.54% | — | +1.19% | |
| 50 | BLKCHF | Blackrock INC | 株式-その他 | 0.53% | — | +3.66% |