CIK: 0001911726
申告総資産額
$3.1億
上位200銘柄を表示中（全985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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.02% | +1.31% | -13.44% | |
| 2 | FISR | Ss Fi Sector Rotation | ETF-その他 | 3.01% | -0.59% | +10.67% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.91% | +1.06% | -22.74% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.32% | +0.43% | +14.20% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.28% | -0.83% | +115.59% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.22% | — | +9.75% | |
| 7 | XLSR | Ss US Sector Rotation | ETF-その他 | 2.14% | +0.10% | +4.87% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.82% | +0.31% | +20.88% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.63% | +0.17% | +1092.49% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.60% | — | -6.10% | |
| 11 | PM | Philip Morris International | 株式-生活必需品 | 1.30% | — | -7.58% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.23% | +0.26% | +19.68% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.19% | — | -7.82% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | +0.08% | +13.86% | |
| 15 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.17% | +0.91% | +11.31% | |
| 16 | DUK | Duke Energy CORP | 株式-公益事業 | 1.12% | — | -7.67% | |
| 17 | SO | Southern Co/the | 株式-公益事業 | 1.10% | — | -7.47% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 0.99% | -0.52% | -0.75% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | -0.84% | EXIT | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.90% | — | +53.00% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 0.89% | +0.26% | +4.31% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.89% | +0.30% | -5.92% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | — | -4.81% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | +21.77% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 0.80% | — | -0.81% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.79% | — | -11.74% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.79% | -0.27% | -4.49% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.78% | — | -10.26% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.78% | — | +20.87% | |
| 30 | ENB | Enbridge INC | 株式-エネルギー | 0.78% | — | -8.57% | |
| 31 | PNC | Pnc Financial Services Group | 株式-金融 | 0.77% | — | -8.41% | |
| 32 | WMB | Williams Cos INC | 株式-エネルギー | 0.75% | — | -26.21% | |
| 33 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.74% | — | +5.17% | |
| 34 | USB | US Bancorp | 株式-金融 | 0.74% | +0.09% | -8.76% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.74% | — | -12.62% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.73% | -0.33% | -33.43% | |
| 37 | IHE | Ishares US Pharmaceuticals E | ETF-その他 | 0.73% | -0.25% | — | |
| 38 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.72% | -0.88% | +11.81% | |
| 39 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.72% | — | -10.16% | |
| 40 | AEP | American Electric Power | 株式-公益事業 | 0.70% | — | -7.55% | |
| 41 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.70% | — | -3.51% | |
| 42 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.69% | — | +24.12% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | — | +2.19% | |
| 44 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.68% | — | -27.43% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | +4.21% | |
| 46 | NGG | National Grid Plc-sp Adr | 株式-公益事業 | 0.66% | — | -10.21% | |
| 47 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.61% | — | +55.21% | |
| 48 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.60% | — | -27.05% | |
| 49 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.60% | -0.27% | -11.79% | |
| 50 | D | Dominion Energy INC | 株式-公益事業 | 0.60% | — | -9.84% |