CIK: 0001912339
申告総資産額
$2.8億
上位200銘柄を表示中（全480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 | 5.00% | -0.51% | -0.10% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.91% | -0.52% | -2.50% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.76% | — | +14.80% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.08% | -0.99% | +1.24% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.08% | -0.28% | -0.01% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.05% | — | +1.26% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 1.96% | +0.06% | +3.95% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 1.74% | — | -7.75% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.64% | — | +5.10% | |
| 10 | COP | Conocophillips | 株式-エネルギー | 1.45% | -0.04% | +0.79% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.39% | +1.91% | -5.91% | |
| 12 | ETN | Eaton Corporation plc | 株式-資本財 | 1.39% | +0.32% | -3.64% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | — | -15.70% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.34% | +0.47% | -2.35% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.27% | +0.30% | -7.10% | |
| 16 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.23% | — | -1.32% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.13% | +0.14% | +6.31% | |
| 18 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 1.13% | +0.22% | — | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 1.13% | — | +1.14% | |
| 20 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.12% | +0.04% | -0.74% | |
| 21 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.03% | — | +0.12% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.01% | -0.25% | +0.33% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.96% | — | +0.75% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.84% | +1.58% | -7.37% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.82% | — | +1.17% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.74% | — | -10.92% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.73% | +0.05% | +2.43% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.73% | — | -18.76% | |
| 29 | SYBT | Stock Yards Bancorp INC | 株式-その他 | 0.73% | — | — | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 0.71% | — | +15.86% | |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.71% | — | +6.75% | |
| 32 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.70% | — | +3.37% | |
| 33 | PBT | Permian Basin Royalty Trust | 株式-その他 | 0.69% | — | — | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.69% | — | +0.29% | |
| 35 | DHR | Danaher CORP | 株式-ヘルスケア | 0.68% | — | -3.95% | |
| 36 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.66% | — | +5.37% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | +1.00% | +1.52% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.63% | — | -14.92% | |
| 39 | APD | Air Products & Chemicals INC | 株式-素材 | 0.61% | — | +1.34% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.56% | +0.55% | NEW | |
| 41 | PWR | Quanta Services INC | 株式-資本財 | 0.55% | — | -11.82% | |
| 42 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.55% | — | -2.76% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.54% | — | +9.01% | |
| 44 | MS | Morgan Stanley | 株式-金融 | 0.53% | — | +3.84% | |
| 45 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.53% | — | +5.14% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.52% | — | -2.37% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | -4.60% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | — | +17.60% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | +6.94% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.49% | — | -4.92% |