CIK: 0001830817
申告総資産額
$5.2億
上位200銘柄を表示中（全227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 | 9.52% | -0.93% | +5.72% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.68% | -0.94% | -5.93% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.64% | — | +8.71% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.20% | -0.26% | +793.93% | |
| 5 | APO | Apollo Global Management INC | 株式-金融 | 2.66% | -0.53% | -8.77% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.10% | +0.21% | +17.92% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.99% | — | +1.09% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.95% | — | -0.30% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.74% | — | -1.02% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.73% | +0.17% | +58.45% | |
| 11 | JSCP | Jpmorgan Short Duration Core | ETF-その他 | 1.50% | — | +35.24% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.50% | — | +3.94% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.48% | — | +7.41% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.32% | -0.30% | +7.22% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | +0.17% | +3.48% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.10% | +0.08% | +2.74% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.04% | -0.22% | +8.92% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.04% | — | +14.73% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.01% | +0.20% | +37.92% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.00% | — | -16.65% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.99% | +0.03% | +12.54% | |
| 22 | FMHI | First Trust Municipal High I | ETF-その他 | 0.97% | — | +0.08% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.90% | — | — | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 0.89% | -0.01% | -2.64% | |
| 25 | GE | General Electric | 株式-資本財 | 0.87% | — | +2.23% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | +0.03% | +12.99% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.86% | — | +9.23% | |
| 28 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-その他 | 0.82% | -0.14% | — | |
| 29 | GS | Goldman Sachs Group INC | 株式-金融 | 0.82% | — | +2.48% | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 0.81% | +0.05% | +3.96% | |
| 31 | CB | Chubb Limited | 株式-金融 | 0.80% | — | +0.81% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.78% | — | +3.69% | |
| 33 | BX | Blackstone INC | 株式-金融 | 0.78% | +0.02% | +3.76% | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.76% | -0.02% | +30.27% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.75% | — | +4.87% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.72% | — | +3.77% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.70% | +0.03% | +3.64% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.70% | — | +7.08% | |
| 39 | ABFL | Abacus Fcf Leaders ETF | ETF-その他 | 0.66% | — | +12.99% | |
| 40 | UNP | Union Pacific CORP | 株式-資本財 | 0.66% | — | -2.14% | |
| 41 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.66% | +0.07% | +11.62% | |
| 42 | WMB | Williams Cos INC | 株式-エネルギー | 0.65% | +0.06% | +1.84% | |
| 43 | VUG | Vanguard Growth ETF | ETF-その他 | 0.65% | — | +72.18% | |
| 44 | TAFI | AB Tax Aware Short Dur Muni | ETF-その他 | 0.63% | — | -1.87% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.62% | — | -16.93% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | — | +8.92% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.59% | +0.06% | +189.52% | |
| 48 | BA | Boeing Co/the | 株式-資本財 | 0.59% | — | +10.88% | |
| 49 | FPEI | First Trust Institutional Pr | ETF-その他 | 0.57% | — | -16.81% | |
| 50 | MDT | Medtronic plc | 株式-ヘルスケア | 0.57% | — | -2.39% |