CIK: 0001912339
申告総資産額
$2.8億
上位200銘柄を表示中（全495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 | 5.29% | -0.52% | +0.21% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.81% | -0.51% | -5.15% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.36% | — | -14.50% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.19% | -0.99% | -0.33% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.96% | -0.28% | +2.65% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 1.77% | — | -1.27% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.74% | — | -13.49% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.63% | — | +0.41% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.57% | +0.06% | +0.06% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.38% | +1.91% | +2.97% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.37% | — | -6.12% | |
| 12 | ETN | Eaton Corporation plc | 株式-資本財 | 1.33% | +0.32% | -5.75% | |
| 13 | COP | Conocophillips | 株式-エネルギー | 1.29% | -0.04% | +2.00% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.25% | +0.47% | +2.61% | |
| 15 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.19% | — | +2.25% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.14% | +0.30% | +28.08% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.08% | +0.10% | +143.31% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.06% | +1.58% | +23.66% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 0.97% | — | +1.68% | |
| 20 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.97% | — | -3.42% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.94% | — | +2.36% | |
| 22 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.93% | +0.04% | -6.15% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.92% | +0.14% | +5.58% | |
| 24 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 0.88% | +0.22% | — | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.87% | -0.25% | -2.78% | |
| 26 | SYBT | Stock Yards Bancorp INC | 株式-その他 | 0.86% | — | — | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.83% | — | +215.45% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.76% | — | +12.42% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.72% | — | +5.22% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | — | -3.00% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.69% | — | -9.03% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | +1.00% | +14.49% | |
| 33 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.65% | — | -1.98% | |
| 34 | CCI | Crown Castle INC | 株式-不動産 | 0.64% | — | +43.72% | |
| 35 | PWR | Quanta Services INC | 株式-資本財 | 0.62% | — | +8.98% | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.59% | — | -5.07% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | +17.33% | |
| 38 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.57% | — | +5.72% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.57% | — | +24.07% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.55% | — | +6.35% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | +0.05% | -4.10% | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.55% | — | -17.26% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.52% | — | +130.71% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.52% | — | -31.28% | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.52% | — | -10.04% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.50% | — | +10.37% | |
| 47 | MS | Morgan Stanley | 株式-金融 | 0.50% | — | -9.26% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.49% | — | +195.81% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.48% | — | -8.78% | |
| 50 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.48% | — | -25.65% |