CIK: 0001830817
申告総資産額
$5.2億
上位200銘柄を表示中（全235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 | 9.09% | -0.93% | +8.78% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.00% | -0.94% | -1.61% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.07% | — | +3.03% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.44% | +0.21% | +7.78% | |
| 5 | APO | Apollo Global Management INC | 株式-金融 | 2.40% | -0.53% | -3.01% | |
| 6 | EVSD | Eaton Vance Shrt Dur INC | ETF-その他 | 2.36% | -0.17% | +15.97% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.29% | — | +7.46% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.09% | -0.26% | -9.64% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.04% | +0.17% | -1.06% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.00% | — | +3.24% | |
| 11 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-その他 | 1.76% | -0.14% | +23.61% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.61% | — | +1.42% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.44% | -0.22% | +84.64% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.17% | — | +17.62% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.16% | -0.30% | -0.01% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.15% | +0.20% | +3.00% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 1.13% | — | +32.37% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.08% | — | -0.90% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | +0.17% | -3.73% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.05% | — | +1.86% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.01% | +0.08% | -1.08% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.97% | — | +12.25% | |
| 23 | RTX | Rtx CORP | 株式-資本財 | 0.96% | -0.01% | -2.25% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.96% | — | +1.75% | |
| 25 | BX | Blackstone INC | 株式-金融 | 0.91% | +0.02% | +18.27% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.87% | -0.02% | +5.98% | |
| 27 | GS | Goldman Sachs Group INC | 株式-金融 | 0.84% | — | +0.30% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | +0.03% | +10.23% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.83% | — | — | |
| 30 | FMHI | First Trust Municipal High I | ETF-その他 | 0.83% | — | -1.66% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.81% | — | +1.48% | |
| 32 | CB | Chubb Limited | 株式-金融 | 0.80% | — | +1.84% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.78% | — | +0.41% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.78% | +0.05% | +13.93% | |
| 35 | WMB | Williams Cos INC | 株式-エネルギー | 0.75% | +0.06% | +0.81% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.73% | +0.03% | -2.41% | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 0.71% | — | +24.36% | |
| 38 | GE | General Electric | 株式-資本財 | 0.64% | — | -0.16% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.64% | +0.06% | +4.36% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.64% | +0.06% | +3.09% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.62% | — | +3.02% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.61% | +0.03% | +0.01% | |
| 43 | DUK | Duke Energy CORP | 株式-公益事業 | 0.61% | +0.02% | +2.78% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | — | +9.28% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.61% | — | +17.04% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.58% | +0.09% | +24.22% | |
| 47 | MDT | Medtronic plc | 株式-ヘルスケア | 0.56% | — | +2.35% | |
| 48 | TY | Tri-continental CORP | 株式-その他 | 0.55% | — | -36.94% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.55% | — | -6.82% | |
| 50 | TAFI | AB Tax Aware Short Dur Muni | ETF-その他 | 0.54% | — | +0.00% |