CIK: 0001773205
申告総資産額
$10.8億
上位200銘柄を表示中（全223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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.76% | — | +0.08% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.42% | +1.10% | +0.73% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.69% | +0.45% | +3.56% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.03% | — | +1.57% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.82% | — | +2.02% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.38% | — | +1.03% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 1.99% | +0.13% | +8.99% | |
| 8 | QCOM | Qualcomm INC | 株式-IT | 1.83% | — | +2.97% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.75% | — | +5.23% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.69% | -0.32% | +2.37% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.68% | -0.15% | +3.44% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.68% | — | +1.99% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.66% | — | +2.50% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.63% | -0.47% | -1.09% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.40% | — | +4.34% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.25% | — | +2.09% | |
| 17 | GS | Goldman Sachs Group INC | 株式-金融 | 1.20% | — | +3.46% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.20% | — | +0.92% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.19% | — | -0.08% | |
| 20 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.16% | — | +4.21% | |
| 21 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.10% | -0.21% | +2.77% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.07% | — | +3.81% | |
| 23 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.98% | — | +3.83% | |
| 24 | AMD | Advanced Micro Devices | 株式-IT | 0.98% | +1.98% | +7.35% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.94% | — | +7.16% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 0.92% | — | +5.32% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.91% | — | +0.75% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.89% | — | -2.80% | |
| 29 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.88% | — | +3.65% | |
| 30 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.84% | -0.85% | EXIT | |
| 31 | BLKCHF | Blackrock INC | 株式-その他 | 0.82% | — | +1.41% | |
| 32 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 0.81% | — | +4.40% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.81% | — | +1.70% | |
| 34 | GTO | Invesco Total Return Bond Et | ETF-その他 | 0.81% | — | +4.43% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.77% | — | +2.16% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | — | +1.20% | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.76% | -0.12% | +3.73% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.66% | -0.27% | +2.21% | |
| 39 | DUK | Duke Energy CORP | 株式-公益事業 | 0.65% | — | -0.94% | |
| 40 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.64% | — | +4.55% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.63% | — | +4.15% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | — | -0.18% | |
| 43 | DAL | Delta Air Lines INC | 株式-資本財 | 0.62% | — | +2.14% | |
| 44 | PRU | Prudential Financial INC | 株式-金融 | 0.61% | — | +0.62% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.58% | — | +1.64% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.54% | — | +3.79% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.53% | — | -2.46% | |
| 48 | BA | Boeing Co/the | 株式-資本財 | 0.53% | — | +2.99% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | -9.03% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | -0.15% | -0.96% |