CIK: 0001830817
申告総資産額
$5.2億
上位200銘柄を表示中（全203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 | 10.32% | -0.93% | +494.40% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.90% | -0.30% | -4.76% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.82% | -0.94% | -2.67% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.09% | — | +7.80% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.14% | — | -2.55% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.88% | — | +1.52% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.68% | — | -0.99% | |
| 8 | PFE | Pfizer INC | 株式-ヘルスケア | 1.68% | — | -0.35% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.66% | — | -9.46% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.48% | +0.17% | -2.50% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.35% | — | +1.39% | |
| 12 | ✓ | 株式-その他 | 1.21% | — | +213.12% | ||
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.21% | +0.03% | +4.83% | |
| 14 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.20% | — | +5.27% | |
| 15 | UNP | Union Pacific CORP | 株式-資本財 | 1.15% | — | -0.29% | |
| 16 | T | At&t INC | 株式-通信サービス | 1.11% | — | +5.30% | |
| 17 | BR | Broadridge Financial Solutio | 株式-IT | 1.10% | — | -1.27% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.04% | — | — | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.02% | — | +0.57% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | +0.03% | +1.72% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.85% | — | -6.89% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 0.84% | — | -0.97% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 0.84% | — | +11.88% | |
| 24 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.82% | — | +3.25% | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 0.81% | +0.03% | +1.91% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 0.80% | — | +4.41% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.80% | +0.05% | +5.63% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.79% | +0.21% | +20.55% | |
| 29 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.78% | — | +2.84% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.75% | — | +6.21% | |
| 31 | SO | Southern Co/the | 株式-公益事業 | 0.74% | — | +0.04% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | — | -0.59% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.69% | — | +0.90% | |
| 34 | ✓ | Mohawk Group Hldgs INC | 株式-その他 | 0.66% | — | — | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.65% | +0.06% | +8.99% | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.64% | +0.05% | +1.95% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | — | +0.07% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.62% | — | +570.49% | |
| 39 | ED | Consolidated Edison INC | 株式-公益事業 | 0.61% | — | +5.30% | |
| 40 | 0VVB | Paramount Global-class B | 株式-その他 | 0.60% | — | +32.51% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.60% | +0.06% | +4.78% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.60% | +0.20% | +12.45% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | -0.22% | +0.06% | |
| 44 | MDT | Medtronic plc | 株式-ヘルスケア | 0.59% | — | +7.67% | |
| 45 | LORLUSD | Loral Space & Communications | 株式-その他 | 0.58% | — | +13.23% | |
| 46 | SPGI | S&p Global INC | 株式-金融 | 0.57% | — | +0.47% | |
| 47 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.55% | — | +3.10% | |
| 48 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | — | +3.54% | |
| 49 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.53% | — | — | |
| 50 | RTN1USD | Raytheon Company | 株式-その他 | 0.51% | — | — |