CIK: 0001777817
申告総資産額
$7.1億
上位200銘柄を表示中（全365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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 8.00% | — | +3.82% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 6.26% | -0.42% | +5.76% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 5.14% | -0.72% | -1.18% | |
| 4 | GTO | Invesco Total Return Bond Et | ETF-その他 | 4.77% | — | +9708.09% | |
| 5 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 4.43% | — | -17.81% | |
| 6 | VNLA | Janus Henderson Short Durati | ETF-その他 | 3.83% | -0.21% | -48.40% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.50% | +0.71% | +2.97% | |
| 8 | RTX | Rtx CORP | 株式-資本財 | 2.20% | — | +11.30% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.12% | -0.44% | +2.94% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.97% | — | -4.06% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.90% | — | -7.74% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.49% | +0.03% | +9.48% | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.47% | — | +4.20% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.47% | -0.41% | +1.59% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.45% | -0.10% | +7.59% | |
| 16 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 1.42% | +0.06% | +9.22% | |
| 17 | AMAT | Applied Materials INC | 株式-IT | 1.30% | +0.28% | +0.26% | |
| 18 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.20% | +0.12% | +7.53% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.18% | — | +8.31% | |
| 20 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.17% | +0.14% | +4.67% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.04% | — | +3.45% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.92% | — | -83.99% | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.90% | — | +4.31% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.88% | — | -0.10% | |
| 25 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.88% | — | +1.28% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.88% | — | +11.72% | |
| 27 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.85% | — | +8.14% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.85% | — | +2.62% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.82% | — | +1.80% | |
| 30 | ADI | Analog Devices INC | 株式-IT | 0.82% | +0.10% | +4.98% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.82% | +0.11% | +4.79% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | — | +72.34% | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.78% | — | +14.52% | |
| 34 | JSMD | Janus Small Mid Cap Gr Alp | ETF-その他 | 0.75% | — | +61.53% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.75% | — | +1.88% | |
| 36 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.72% | — | +9.70% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | +0.81% | |
| 38 | SYK | Stryker CORP | 株式-ヘルスケア | 0.67% | — | +9.64% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.66% | — | +14.99% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.65% | -0.20% | +3834.42% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | +0.22% | -0.10% | |
| 42 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.63% | — | +7661.44% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | +0.09% | -0.79% | |
| 44 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.62% | — | -1.42% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.62% | — | +5.76% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.60% | — | -31.05% | |
| 47 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.60% | — | -21.51% | |
| 48 | SYY | Sysco CORP | 株式-生活必需品 | 0.59% | — | +3.55% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | — | -0.84% | |
| 50 | GD | General Dynamics CORP | 株式-資本財 | 0.57% | — | +13.99% |