CIK: 0001777817
申告総資産額
$7.1億
上位200銘柄を表示中（全400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 | VNLA | Janus Henderson Short Durati | ETF-その他 | 8.45% | -0.21% | -1.42% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 7.64% | — | +3.68% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 6.11% | -0.42% | +4.68% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 5.83% | -0.72% | +12.98% | |
| 5 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 4.71% | — | +33.02% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.46% | +0.71% | +6.68% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.42% | -0.44% | +20.14% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.13% | — | +124.96% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.78% | — | +19.42% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.56% | +0.03% | +2.34% | |
| 11 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.54% | — | +22.92% | |
| 12 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 1.45% | +0.06% | +1.81% | |
| 13 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.42% | +0.12% | +4.36% | |
| 14 | MCHP | Microchip Technology INC | 株式-IT | 1.32% | — | +301.44% | |
| 15 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.25% | +0.14% | +0.57% | |
| 16 | MMM | 3m Co | 株式-資本財 | 1.14% | — | +979.69% | |
| 17 | AMAT | Applied Materials INC | 株式-IT | 1.11% | +0.28% | +13.35% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.07% | -0.10% | +13.16% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.03% | — | +4.88% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 0.90% | — | +9.62% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.89% | +0.22% | +6873.49% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.89% | — | +28.42% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.87% | — | -1.89% | |
| 24 | RIMOX | City Ntl Rochdl Fix Inc-n | 株式-その他 | 0.86% | — | — | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.86% | — | +10.27% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.83% | — | -4.09% | |
| 27 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.82% | — | +12.19% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.81% | — | +7.86% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.79% | — | -97.22% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.78% | — | +28.20% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.78% | +0.11% | +41.15% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | — | -1.58% | |
| 33 | ADI | Analog Devices INC | 株式-IT | 0.77% | +0.10% | +12.34% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.74% | — | +13.53% | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.73% | — | +11.86% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | +0.09% | -0.75% | |
| 37 | D | Dominion Energy INC | 株式-公益事業 | 0.72% | — | +0.40% | |
| 38 | GIS | General Mills INC | 株式-生活必需品 | 0.69% | — | +6.52% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | +0.02% | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.68% | — | +13.70% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.67% | — | +12.89% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.66% | — | +1436.33% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | — | -0.15% | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.60% | +0.06% | +3.46% | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.60% | -0.41% | -61.52% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | +0.06% | +0.21% | |
| 47 | GD | General Dynamics CORP | 株式-資本財 | 0.58% | — | +15.21% | |
| 48 | TROW | T Rowe Price Group INC | 株式-金融 | 0.58% | — | +1.98% | |
| 49 | RTX | Rtx CORP | 株式-資本財 | 0.57% | — | — | |
| 50 | T | At&t INC | 株式-通信サービス | 0.56% | — | -6.30% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MCHP | Microchip Technology INC | +1.2% | +301.44% | 増加 |
| 2 | SMMV | Ishares Msci USA Small-cap M | +1% | +33.02% | 増加 |
| 3 | MINT | Pimco Enhanced Short Maturit | +0.9% | +124.96% | 増加 |
| 4 | XOM | Exxon Mobil CORP | +0.9% | +6873.49% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.7% | +20.14% | 増加 |
| 6 | MGK | Vanguard Mega Cap Growth ETF | +0.6% | +12.98% | 増加 |
| 7 | BA | Boeing Co/the | +0.6% | +1436.33% | 増加 |
| 8 | AAPL | Apple INC | +0.4% | +19.42% | 増加 |
| 9 | LOW | Lowe's Cos INC | +0.2% | +12.19% | 増加 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +28.42% | 増加 |
| 11 | AMAT | Applied Materials INC | +0.2% | +13.35% | 増加 |
| 12 | NOW | Servicenow INC | +0.2% | +87.99% | 増加 |
| 13 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +28.20% | 増加 |
| 14 | ADI | Analog Devices INC | +0.1% | +12.34% | 増加 |
| 15 | HON | Honeywell International INC | +0.1% | +41.15% | 増加 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +28.99% | 増加 |
| 17 | MCD | Mcdonald's CORP | +0.1% | +22.92% | 増加 |
| 18 | JSMD | Janus Small Mid Cap Gr Alp | +0.1% | +25.01% | 増加 |
| 19 | VEEV | Veeva Systems Inc-class A | +0.1% | +24.03% | 増加 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +68.87% | 増加 |
| 21 | ADBE | Adobe INC | +0.1% | +8.84% | 増加 |
| 22 | V | Visa Inc-class A Shares | +0.1% | +13.16% | 増加 |
| 23 | MA | Mastercard INC - A | 0% | +9.62% | 増加 |
| 24 | ABBV | Abbvie INC | 0% | -1.89% | 減少 |
| 25 | NKE | Nike INC -cl B | 0% | +11.86% | 増加 |
| 26 | UNH | Unitedhealth Group INC | 0% | +10.27% | 増加 |
| 27 | DIS | Walt Disney Co/the | 0% | +13.53% | 増加 |
| 28 | CMCSA | Comcast Corp-class A | — | +13.70% | 増加 |
| 29 | SBUX | Starbucks CORP | 0% | +12.89% | 増加 |
| 30 | MMM | 3m Co | -0.1% | +979.69% | 増加 |
| 31 | FDL | First Trust Morn Dvd Lead In | -0.2% | +0.57% | 増加 |
| 32 | SCHD | Schwab US Dvd Equity ETF | -0.2% | +6.68% | 増加 |
| 33 | MOAT | Vaneck Morningstar Wide Moat | -0.2% | +4.68% | 増加 |
| 34 | VYM | Vanguard High Dvd Yield ETF | -0.2% | +2.34% | 増加 |
| 35 | LMT | Lockheed Martin CORP | -0.2% | +4.36% | 増加 |
| 36 | SPHD | Invesco S&p 500 High Dividen | -0.2% | +1.81% | 増加 |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | -0.3% | +35.51% | 増加 |
| 38 | BIIB | Biogen INC | -0.4% | +12.12% | 増加 |
| 39 | BLKCHF | Blackrock INC | -0.6% | -89.51% | 減少 |
| 40 | USMV | Ishares Msci USA Min Vol Fac | -0.9% | +3.68% | 増加 |
| 41 | MSFT | Microsoft CORP | -1% | -61.52% | 減少 |
| 42 | CLX | Clorox Company | -1% | -96.04% | 減少 |
| 43 | RIMOX | City Ntl Rochdl Fix Inc-n | — | NEW | 新規購入 |
| 44 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 45 | ✓ | Fiera Cap Ser Tr Captl Emrg In | — | NEW | 新規購入 |
| 46 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 47 | SAMBX | Virtus Seix Flt Rt Hi Inc-i | — | NEW | 新規購入 |
| 48 | AMLP | Alerian Mlp ETF | — | NEW | 新規購入 |
| 49 | CNRNX | City Natl Roch Muni High-n | — | NEW | 新規購入 |
| 50 | VXX | iPath Series B S&P 500 VIX Short-Term Futures ETN | — | EXIT | 全売却 |