CIK: 0001791965
申告総資産額
$73.3億
上位200銘柄を表示中（全904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 | 4.59% | — | +2.24% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.56% | -0.34% | -0.98% | |
| 3 | MPRO | Monarch Procap Index ETF | ETF-大型株・グロース | 2.53% | -0.02% | -2.23% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.98% | — | +5.48% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.98% | +0.41% | -24.97% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.62% | — | -1.71% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.60% | — | -2.03% | |
| 8 | MAMB | Monarch Ambass INC Indx ETF | ETF-その他 | 1.59% | +0.16% | -4.36% | |
| 9 | MBCE | Monarch Blue Chips Elite Ind | ETF-その他 | 1.43% | +0.02% | -2.43% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.41% | -0.02% | +60.05% | |
| 11 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.25% | +0.08% | +62.45% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.08% | — | +1940.53% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.07% | -0.66% | +18.38% | |
| 14 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.06% | -0.46% | +5.20% | |
| 15 | XLB | Ss Materials Select Sector | ETF-その他 | 1.04% | -0.44% | +8.13% | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.04% | -0.23% | +6.26% | |
| 17 | NEE | Nextera Energy INC | 株式-公益事業 | 0.84% | — | +3.01% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.84% | — | -1.68% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 0.80% | — | +1.14% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.78% | — | -0.05% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | — | +6.62% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.75% | — | -6.83% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.73% | -0.59% | +6.14% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | — | +0.94% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 0.72% | -0.14% | +18.09% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.63% | — | +0.77% | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.59% | — | +3.48% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | — | -1.09% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.58% | +0.19% | +0.29% | |
| 30 | MA | Mastercard INC - A | 株式-金融 | 0.58% | — | +7.18% | |
| 31 | GE | General Electric | 株式-資本財 | 0.56% | -0.21% | +6.33% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | — | +11.42% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | +0.14% | -0.18% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.54% | +0.10% | +12.06% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | +5.34% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.53% | — | +9.55% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.52% | — | +608.46% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.52% | — | +3.57% | |
| 39 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.52% | — | +8.95% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.51% | — | -43.91% | |
| 41 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.50% | — | -0.87% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.48% | — | +1.41% | |
| 43 | ADI | Analog Devices INC | 株式-IT | 0.46% | — | -0.53% | |
| 44 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.43% | — | -26.04% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | +0.12% | +0.27% | |
| 46 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.42% | — | -1.63% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | — | -8.50% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | — | -1.01% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | -6.09% | |
| 50 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.40% | — | -2.81% |