CIK: 0001830817
申告総資産額
$5.2億
上位200銘柄を表示中（全240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 | 9.49% | -0.93% | +0.76% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.56% | -0.30% | +5.85% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.48% | -0.94% | +10.20% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.85% | — | +11.85% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.07% | — | +4.54% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.88% | — | +5.78% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.73% | — | +9.64% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.47% | — | +0.57% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.43% | +0.21% | +96.12% | |
| 10 | PFE | Pfizer INC | 株式-ヘルスケア | 1.35% | — | +0.95% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.28% | +0.17% | — | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.27% | +0.17% | +2.56% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.09% | — | +2.23% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.04% | +0.03% | +0.82% | |
| 15 | BR | Broadridge Financial Solutio | 株式-IT | 1.01% | — | -0.24% | |
| 16 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.99% | — | +0.39% | |
| 17 | UNP | Union Pacific CORP | 株式-資本財 | 0.99% | — | +2.72% | |
| 18 | T | At&t INC | 株式-通信サービス | 0.97% | — | +8.51% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.94% | — | — | |
| 20 | ✓ | 株式-その他 | 0.92% | — | -3.77% | ||
| 21 | BAC | Bank Of America CORP | 株式-金融 | 0.90% | — | +7.15% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.88% | — | +8.95% | |
| 23 | HON | Honeywell International INC | 株式-資本財 | 0.87% | — | +4.80% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.82% | — | +3.72% | |
| 25 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.82% | — | +11.76% | |
| 26 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.80% | — | +3.38% | |
| 27 | FE | Firstenergy CORP | 株式-公益事業 | 0.80% | — | +502.87% | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 0.79% | — | +11.55% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.72% | — | +5.59% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | +0.03% | +4.18% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.72% | — | +16.39% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.71% | +0.06% | +19.57% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.70% | — | -13.42% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | +0.05% | +5.54% | |
| 35 | SO | Southern Co/the | 株式-公益事業 | 0.65% | — | -1.49% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.65% | — | — | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.65% | — | +7.94% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.65% | +0.20% | +15.71% | |
| 39 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.65% | — | +54.75% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | +7.62% | |
| 41 | MDT | Medtronic plc | 株式-ヘルスケア | 0.60% | — | +13.78% | |
| 42 | 0VVB | Paramount Global-class B | 株式-その他 | 0.60% | — | -6.00% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | +0.06% | +8.44% | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.57% | -0.01% | — | |
| 45 | LORLUSD | Loral Space & Communications | 株式-その他 | 0.56% | — | +5.82% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.54% | +0.03% | -8.14% | |
| 47 | WMB | Williams Cos INC | 株式-エネルギー | 0.53% | +0.06% | +48.85% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | -0.22% | +0.44% | |
| 49 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.53% | — | — | |
| 50 | GS | Goldman Sachs Group INC | 株式-金融 | 0.52% | — | +6.95% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +0.6% | +96.12% | 増加 |
| 2 | FE | Firstenergy CORP | +0.6% | +502.87% | 増加 |
| 3 | JPM | Jpmorgan Chase & Co | +0.2% | +4.54% | 増加 |
| 4 | DIS | Walt Disney Co/the | +0.2% | +8.95% | 増加 |
| 5 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | +54.75% | 増加 |
| 6 | SBUX | Starbucks CORP | +0.1% | +19.57% | 増加 |
| 7 | PYPL | Paypal Holdings INC | +0.1% | +33.33% | 増加 |
| 8 | SCHW | Schwab (charles) CORP | +0.1% | +19.27% | 増加 |
| 9 | WMB | Williams Cos INC | +0.1% | +48.85% | 増加 |
| 10 | TJX | Tjx Companies INC | +0.1% | +29.39% | 増加 |
| 11 | TSLA | Tesla INC | +0.1% | -13.42% | 減少 |
| 12 | ET | Energy Transfer LP | +0.1% | +40.33% | 増加 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +9.64% | 増加 |
| 14 | HON | Honeywell International INC | +0.1% | +4.80% | 増加 |
| 15 | BAC | Bank Of America CORP | +0.1% | +7.15% | 増加 |
| 16 | CVX | Chevron CORP | +0.1% | +15.71% | 増加 |
| 17 | GS | Goldman Sachs Group INC | +0.1% | +6.95% | 増加 |
| 18 | BA | Boeing Co/the | +0.1% | +8.21% | 増加 |
| 19 | ABBV | Abbvie INC | 0% | +7.94% | 増加 |
| 20 | EPD | Enterprise Products Partners | 0% | +3.38% | 増加 |
| 21 | V | Visa Inc-class A Shares | 0% | +16.39% | 増加 |
| 22 | MDT | Medtronic plc | 0% | +13.78% | 増加 |
| 23 | NKE | Nike INC -cl B | — | +11.76% | 増加 |
| 24 | BR | Broadridge Financial Solutio | -0.1% | -0.24% | 減少 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +0.57% | 増加 |
| 26 | AMZN | Amazon.com INC | -0.2% | +11.85% | 増加 |
| 27 | META | Meta Platforms Inc-class A | -0.3% | +5.78% | 増加 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | +5.85% | 増加 |
| 29 | MSFT | Microsoft CORP | -0.3% | +10.20% | 増加 |
| 30 | AAPL | Apple INC | -0.8% | +0.76% | 増加 |
| 31 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新規購入 |
| 32 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |
| 33 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 34 | RTN1USD | Raytheon Company | — | EXIT | 全売却 |
| 35 | STZ | Constellation Brands Inc-a | — | NEW | 新規購入 |
| 36 | BX | Blackstone INC | — | NEW | 新規購入 |
| 37 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 38 | SDGR | Schrodinger INC | — | NEW | 新規購入 |
| 39 | ZBRA | Zebra Technologies Corp-cl A | — | NEW | 新規購入 |
| 40 | C | Citigroup INC | — | NEW | 新規購入 |
| 41 | IWF | Ishares Russell 1000 Growth | — | NEW | 新規購入 |
| 42 | GILD | Gilead Sciences INC | — | EXIT | 全売却 |
| 43 | IHRT | Iheartmedia INC - Class A | — | NEW | 新規購入 |
| 44 | EXPE | Expedia Group INC | — | NEW | 新規購入 |
| 45 | UBER | Uber Technologies INC | — | NEW | 新規購入 |
| 46 | CGC | Canopy Growth Corporation | — | NEW | 新規購入 |
| 47 | ✓ | Arclight Clean Transition Co | — | NEW | 新規購入 |
| 48 | SNAP | Snap INC - A | — | NEW | 新規購入 |
| 49 | IWD | Ishares Russell 1000 Value E | — | NEW | 新規購入 |
| 50 | CPRI | Capri Holdings Limited | — | NEW | 新規購入 |