CIK: 0001791965
申告総資産額
$73.3億
上位200銘柄を表示中（全881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 | 4.09% | — | -3.82% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.87% | +0.41% | +193.57% | |
| 3 | MPRO | Monarch Procap Index ETF | ETF-大型株・グロース | 2.73% | -0.02% | -29.57% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.35% | -0.34% | -5.37% | |
| 5 | MAMB | Monarch Ambass INC Indx ETF | ETF-その他 | 1.80% | +0.16% | +1.28% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.64% | — | +2.28% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.59% | — | +4.31% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.52% | — | +24.20% | |
| 9 | MBCE | Monarch Blue Chips Elite Ind | ETF-その他 | 1.47% | +0.02% | -0.54% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.08% | +0.19% | +1586.54% | |
| 11 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.07% | -0.46% | +3512.31% | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.05% | -0.23% | -14.50% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.00% | -0.66% | +471.00% | |
| 14 | XLB | Ss Materials Select Sector | ETF-その他 | 1.00% | -0.44% | -16.01% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 0.97% | — | +3.83% | |
| 16 | NEE | Nextera Energy INC | 株式-公益事業 | 0.91% | — | +9.06% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 0.86% | — | +2.62% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.85% | — | +5.48% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.82% | — | +0.09% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | — | -1.85% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.72% | +0.08% | -64.72% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | — | -5.61% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.68% | -0.59% | +1.29% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.67% | — | +10.29% | |
| 25 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.66% | — | -4.01% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.63% | — | +62.93% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.62% | +0.19% | +0.74% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.62% | -0.02% | -10.07% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.60% | — | +2.92% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.60% | +0.14% | -0.14% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | +4.63% | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 0.58% | — | +181.02% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | -0.77% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | — | -7.84% | |
| 35 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.54% | — | +9.24% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.53% | — | +7.16% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | — | +4.11% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.51% | — | -12.36% | |
| 39 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.51% | — | -70.85% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.51% | -0.14% | -5.90% | |
| 41 | ADI | Analog Devices INC | 株式-IT | 0.50% | — | -2.46% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | +38.52% | |
| 43 | DMLP | Dorchester Minerals LP | 株式-その他 | 0.49% | — | -9.73% | |
| 44 | GE | General Electric | 株式-資本財 | 0.49% | -0.21% | +968.37% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | -6.97% | |
| 46 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.47% | — | +194.82% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.47% | +0.10% | +4.49% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | +0.12% | -7.00% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.47% | — | -3.54% | |
| 50 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.46% | — | -4.23% |