CIK: 0001830817
申告総資産額
$5.2億
上位200銘柄を表示中（全210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 | 10.18% | -0.93% | +0.39% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.40% | -0.94% | -1.34% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.64% | +0.21% | -5.08% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.50% | — | -1.63% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.15% | — | -4.00% | |
| 6 | APO | Apollo Global Management INC | 株式-金融 | 1.96% | -0.53% | -2.40% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.83% | — | — | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.63% | — | +0.09% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | -0.30% | -1.67% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.35% | — | -19.81% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.33% | +0.17% | -2.43% | |
| 12 | FMHI | First Trust Municipal High I | ETF-その他 | 1.32% | — | +0.48% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.25% | +0.03% | +3.99% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.23% | — | -3.52% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.22% | -0.26% | +3.96% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.18% | — | +0.52% | |
| 17 | FPEI | First Trust Institutional Pr | ETF-その他 | 1.13% | — | -11.77% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.10% | -0.22% | -0.96% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.09% | — | — | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.07% | — | -7.46% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | — | -14.20% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | — | +3.90% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.99% | — | +0.69% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | — | -5.39% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.96% | +0.17% | +1.79% | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.92% | -0.01% | -2.04% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | +0.03% | +0.76% | |
| 28 | DRVN | Driven Brands Holdings INC | 株式-その他 | 0.90% | — | — | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 0.89% | — | -6.36% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | +0.20% | -1.78% | |
| 31 | TAFI | AB Tax Aware Short Dur Muni | ETF-その他 | 0.87% | — | — | |
| 32 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.86% | — | -1.65% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.84% | — | +4.13% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.81% | — | -4.31% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.79% | +0.08% | +0.41% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.76% | — | +0.65% | |
| 37 | BA | Boeing Co/the | 株式-資本財 | 0.73% | — | +37.51% | |
| 38 | BX | Blackstone INC | 株式-金融 | 0.73% | +0.02% | +0.01% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.73% | +0.06% | +1.15% | |
| 40 | CB | Chubb Limited | 株式-金融 | 0.72% | — | +0.83% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | — | -7.73% | |
| 42 | GS | Goldman Sachs Group INC | 株式-金融 | 0.69% | — | +1.19% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | +0.05% | -2.52% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.65% | — | -2.03% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | +0.16% | -4.08% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.63% | +0.03% | +0.78% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.62% | — | +0.58% | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.60% | +0.07% | +11.98% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | +7.06% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.59% | +0.06% | +0.47% |