CIK: 0001791965
申告総資産額
$73.3億
上位200銘柄を表示中（全851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 | 4.74% | — | -4.32% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.13% | -0.34% | -6.39% | |
| 3 | MPRO | Monarch Procap Index ETF | ETF-大型株・グロース | 2.49% | -0.02% | +4.96% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.38% | +0.41% | +130.67% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.79% | — | -19.90% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.60% | — | -12.99% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 1.41% | -0.02% | -10.49% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.30% | — | -5.72% | |
| 9 | MAMB | Monarch Ambass INC Indx ETF | ETF-その他 | 1.22% | +0.16% | -2.45% | |
| 10 | MBCE | Monarch Blue Chips Elite Ind | ETF-その他 | 1.16% | +0.02% | -1.80% | |
| 11 | NEE | Nextera Energy INC | 株式-公益事業 | 1.00% | — | +51.69% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.96% | +0.08% | -37.68% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | — | -10.62% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | — | +4.28% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 0.83% | — | -29.82% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | — | +1.56% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 0.78% | — | -5.96% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.76% | +0.19% | +5.35% | |
| 19 | DHR | Danaher CORP | 株式-ヘルスケア | 0.75% | — | -5.29% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.70% | -0.59% | -7.74% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.68% | — | +3.25% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.67% | — | +695.71% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.65% | — | +270.33% | |
| 24 | MBB | Ishares Mbs ETF | ETF-その他 | 0.65% | +0.19% | +107.38% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | — | -39.45% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.61% | — | -3.25% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.61% | +0.58% | +401.97% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.14% | +26.34% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | +62.76% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | +4.48% | |
| 31 | ACN | Accenture plc | 株式-IT | 0.58% | — | +106.17% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.58% | — | +21.97% | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.57% | — | +3.10% | |
| 34 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.56% | — | -12.91% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.56% | — | +8.18% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.52% | -0.23% | -26.02% | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.51% | — | +177.62% | |
| 38 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.50% | -0.46% | +411.92% | |
| 39 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.50% | — | -1.80% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.50% | — | +10.12% | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.49% | — | +7.07% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.48% | +0.20% | -18.43% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.48% | +0.10% | +7.23% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | — | -7.64% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.45% | — | +0.84% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | — | -32.52% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.45% | +0.70% | +42.12% | |
| 48 | DMLP | Dorchester Minerals LP | 株式-その他 | 0.44% | — | -20.02% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.44% | -0.14% | +1.24% | |
| 50 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.42% | — | -6.47% |