CIK: 0001912339
申告総資産額
$2.8億
上位200銘柄を表示中（全483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 | MSFT | Microsoft CORP | 株式-IT | 4.95% | -0.52% | -12.06% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.71% | -0.51% | -15.97% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.78% | +0.55% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.62% | — | -4.34% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.51% | +0.30% | -23.15% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.88% | — | -8.08% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 1.82% | — | -12.88% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.80% | -0.28% | -3.30% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.78% | -0.99% | -10.73% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.77% | +0.06% | -1.50% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.35% | — | +6.55% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.32% | — | -15.62% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.32% | +0.47% | -12.05% | |
| 14 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.26% | — | +4.30% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.24% | +1.91% | -22.64% | |
| 16 | ETN | Eaton Corporation plc | 株式-資本財 | 1.13% | +0.32% | +2.67% | |
| 17 | COP | Conocophillips | 株式-エネルギー | 1.09% | -0.04% | +3.26% | |
| 18 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 1.03% | +0.22% | — | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 1.02% | — | +0.69% | |
| 20 | SYBT | Stock Yards Bancorp INC | 株式-その他 | 1.00% | — | — | |
| 21 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.99% | — | +0.21% | |
| 22 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.99% | +0.04% | -16.46% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.98% | +0.14% | -13.58% | |
| 24 | NEE | Nextera Energy INC | 株式-公益事業 | 0.96% | — | +0.64% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.94% | — | -27.11% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | +0.05% | +1.66% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.86% | -0.25% | -21.11% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.85% | — | -15.06% | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 0.80% | — | -14.56% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.79% | +1.58% | +27.08% | |
| 31 | PBT | Permian Basin Royalty Trust | 株式-その他 | 0.78% | — | — | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 0.76% | — | +3.71% | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.74% | — | -3.75% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.74% | — | +8.66% | |
| 35 | VLO | Valero Energy CORP | 株式-エネルギー | 0.69% | — | +12.05% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | +1.00% | -39.39% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.63% | — | +69.27% | |
| 38 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.62% | — | +1.17% | |
| 39 | PWR | Quanta Services INC | 株式-資本財 | 0.61% | — | +0.93% | |
| 40 | XLF | Ss Financial Select Sector | ETF-その他 | 0.57% | — | +14.38% | |
| 41 | CCI | Crown Castle INC | 株式-不動産 | 0.57% | — | -9.69% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | -5.16% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.56% | — | -12.70% | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.55% | — | -3.02% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -9.55% | |
| 46 | TXN | Texas Instruments INC | 株式-IT | 0.55% | — | +2.82% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.54% | — | -34.06% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.53% | — | +47.88% | |
| 49 | MS | Morgan Stanley | 株式-金融 | 0.50% | — | +8.85% | |
| 50 | MSI | Motorola Solutions INC | 株式-IT | 0.50% | — | -6.00% |