CIK: 0001791965
申告総資産額
$73.3億
上位200銘柄を表示中（全807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 | 4.01% | — | -0.52% | |
| 2 | MPRO | Monarch Procap Index ETF | ETF-大型株・グロース | 3.56% | -0.02% | +42.62% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.54% | +0.41% | +44.26% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.61% | -0.34% | -7.84% | |
| 5 | MAMB | Monarch Ambass INC Indx ETF | ETF-その他 | 1.57% | +0.16% | +25.69% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.49% | — | +26.30% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.32% | — | +1977.06% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.27% | — | -5.78% | |
| 9 | MBCE | Monarch Blue Chips Elite Ind | ETF-その他 | 1.21% | +0.02% | +13.55% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | — | +16.78% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | — | +6.38% | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.86% | -0.23% | +61.62% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.84% | -0.66% | +602.77% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.83% | +0.19% | +189.25% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.82% | -0.02% | -3.53% | |
| 16 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.80% | -0.46% | +75.28% | |
| 17 | XLB | Ss Materials Select Sector | ETF-その他 | 0.73% | -0.44% | +811.91% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.72% | -0.59% | +14.41% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | — | +18.16% | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.68% | +0.08% | -18.35% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | — | -10.01% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | +0.14% | +13.22% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.66% | +0.19% | -12.01% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.66% | — | +5.64% | |
| 25 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.66% | — | +28.82% | |
| 26 | DHR | Danaher CORP | 株式-ヘルスケア | 0.63% | — | -10.68% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | — | +10.04% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.61% | — | -6.50% | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.61% | — | +3.24% | |
| 30 | AMT | American Tower CORP | 株式-不動産 | 0.60% | — | +209.18% | |
| 31 | BND | Vanguard Total Bond Market | ETF-その他 | 0.58% | — | +53.62% | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.58% | — | -41.77% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.56% | — | +6.65% | |
| 34 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.54% | — | +0.43% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.53% | — | -4.85% | |
| 36 | MBB | Ishares Mbs ETF | ETF-その他 | 0.52% | +0.19% | -22.11% | |
| 37 | DMLP | Dorchester Minerals LP | 株式-その他 | 0.52% | — | +17.13% | |
| 38 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.51% | — | +43.96% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.51% | — | +2.63% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | +99.73% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | — | -33.32% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | +0.12% | +14.58% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | -22.38% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.47% | +0.10% | +7.81% | |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.46% | — | +522.75% | |
| 46 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.45% | — | +6.53% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.44% | — | +114.66% | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.43% | — | +19.36% | |
| 49 | SO | Southern Co/the | 株式-公益事業 | 0.43% | — | +521.05% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.43% | — | +3.53% |