CIK: 0001912339
申告総資産額
$2.8億
| # | 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 | 5.28% | -0.52% | +2.92% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.71% | -0.51% | -0.13% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.26% | — | +99.47% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.21% | — | +112.14% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.04% | — | +34.57% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.33% | -0.28% | +16.31% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.24% | -0.99% | +0.10% | |
| 8 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.83% | — | +100.02% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.74% | +1.58% | +3.20% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.66% | — | -2.62% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.59% | +1.91% | +22.75% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | — | +6.70% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | +0.30% | +17.02% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.39% | +0.06% | -3.18% | |
| 15 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.36% | — | +125.45% | |
| 16 | ETN | Eaton Corporation plc | 株式-資本財 | 1.29% | +0.32% | -14.33% | |
| 17 | COP | Conocophillips | 株式-エネルギー | 1.27% | -0.04% | +3.38% | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.24% | — | +163.59% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.12% | +0.10% | +8.34% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.10% | +0.14% | +18.85% | |
| 21 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.09% | — | +167.65% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | +0.47% | -2.02% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.07% | — | +75.68% | |
| 24 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.07% | +0.04% | -2.70% | |
| 25 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.97% | — | -2.16% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.97% | — | +102.20% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.91% | — | -7.87% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.90% | — | +38.51% | |
| 29 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.89% | — | +103.71% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.89% | -0.25% | +208.31% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.89% | — | +30.48% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | +1.00% | — | |
| 33 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 0.84% | +0.22% | +200.00% | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.80% | +0.10% | +181.72% | |
| 35 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.77% | — | +133.76% | |
| 36 | BAC 7.25 PERP L | Bank Of America CORP | 株式-金融 | 0.73% | — | +100.70% | |
| 37 | SYBT | Stock Yards Bancorp INC | 株式-その他 | 0.71% | — | — | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.67% | — | +47.48% | |
| 39 | PWR | Quanta Services INC | 株式-資本財 | 0.66% | — | +1.87% | |
| 40 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.62% | — | +154.55% | |
| 41 | HIW | Highwoods Properties INC | 株式-不動産 | 0.62% | — | +89.74% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.61% | — | -1.93% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.60% | — | -15.43% | |
| 44 | CCI | Crown Castle INC | 株式-不動産 | 0.59% | — | +15.86% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.58% | — | -8.73% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.58% | — | +63.79% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.57% | — | +26.51% | |
| 48 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.57% | — | +3.18% | |
| 49 | DHR | Danaher CORP | 株式-ヘルスケア | 0.56% | — | +16.12% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.56% | — | +33.02% |