CIK: 0001791965
申告総資産額
$73.3億
上位200銘柄を表示中（全465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 | 3.82% | — | +2.95% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.16% | -0.34% | -7.24% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.44% | — | +14.64% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.03% | — | +0.94% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.63% | +0.08% | +96.85% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.43% | — | +30.39% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 1.36% | — | -26.28% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.25% | — | +18.01% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.24% | +0.41% | -2.97% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.21% | — | +10.74% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.20% | +0.58% | +3615.94% | |
| 12 | NEE | Nextera Energy INC | 株式-公益事業 | 1.16% | — | +7.59% | |
| 13 | AMGN | Amgen INC | 株式-ヘルスケア | 1.14% | — | +143.24% | |
| 14 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.10% | — | +40.65% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.09% | -0.23% | +40.39% | |
| 16 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 1.09% | — | -6.33% | |
| 17 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.04% | — | +41.05% | |
| 18 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.97% | — | -8.41% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 0.93% | — | +26.24% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.93% | +0.19% | +7.08% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.91% | — | +30.67% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.88% | — | +2.19% | |
| 23 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.87% | -0.14% | +34.40% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.82% | — | +0.76% | |
| 25 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.77% | — | +27.60% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.76% | — | +0.23% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | +13.05% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.73% | — | +22.14% | |
| 29 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.67% | — | +18.03% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.67% | — | +67.37% | |
| 31 | MDT | Medtronic plc | 株式-ヘルスケア | 0.66% | — | +23.40% | |
| 32 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.65% | — | +38.38% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.63% | -0.14% | +6.20% | |
| 34 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.62% | — | +26.93% | |
| 35 | ES | Eversource Energy | 株式-公益事業 | 0.62% | — | +9.43% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.61% | — | +11.78% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | — | +86.47% | |
| 38 | CCI | Crown Castle INC | 株式-不動産 | 0.60% | — | +7.63% | |
| 39 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.59% | — | +7.17% | |
| 40 | AIT | Applied Industrial Tech INC | 株式-資本財 | 0.58% | — | — | |
| 41 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.56% | — | +16.11% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.55% | — | +47.45% | |
| 43 | ADI | Analog Devices INC | 株式-IT | 0.55% | — | +8.94% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | +0.14% | +26.49% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | +6.86% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | — | +7.62% | |
| 47 | BLKCHF | Blackrock INC | 株式-その他 | 0.53% | — | +8.01% | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.52% | — | -24.23% | |
| 49 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.52% | — | +33.62% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.52% | — | +5.17% |