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 | 5.64% | -0.52% | +1.15% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.40% | -0.51% | -0.01% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.59% | -0.28% | +2.15% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.53% | -0.99% | +1.03% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.53% | +1.58% | -1.45% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.42% | — | +17.86% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.36% | — | +0.82% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.04% | +0.30% | +4.22% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.87% | — | +1.04% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.77% | — | -2.38% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.73% | — | -0.91% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.67% | +1.91% | -0.84% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.48% | +0.14% | +28.61% | |
| 14 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 1.41% | +0.22% | — | |
| 15 | ETN | Eaton Corporation plc | 株式-資本財 | 1.35% | +0.32% | -3.26% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.34% | — | +26.44% | |
| 17 | COP | Conocophillips | 株式-エネルギー | 1.31% | -0.04% | +3.93% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.26% | +0.47% | +10.07% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.20% | -0.25% | -2.52% | |
| 20 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.06% | — | -0.55% | |
| 21 | DHR | Danaher CORP | 株式-ヘルスケア | 1.01% | — | +16.65% | |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.00% | — | +3.76% | |
| 23 | SYBT | Stock Yards Bancorp INC | 株式-その他 | 0.99% | — | — | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.93% | — | +2.47% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.92% | — | -58.59% | |
| 26 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.90% | — | -2.00% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.90% | +0.06% | -32.54% | |
| 28 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.87% | +0.04% | -5.54% | |
| 29 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.86% | — | +2.25% | |
| 30 | PWR | Quanta Services INC | 株式-資本財 | 0.83% | — | +0.70% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.81% | — | -3.38% | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.78% | — | +1.29% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.75% | — | -6.78% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | +1.00% | -1.31% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.75% | +0.10% | -19.76% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.74% | — | -10.49% | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.72% | -0.37% | +10.02% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.72% | — | +4.04% | |
| 39 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.72% | — | +10.76% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.67% | — | -17.81% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.65% | — | -3.66% | |
| 42 | CCI | Crown Castle INC | 株式-不動産 | 0.63% | — | -0.63% | |
| 43 | MSI | Motorola Solutions INC | 株式-IT | 0.59% | — | -5.77% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.57% | +0.23% | +8.13% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.56% | — | -7.85% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.56% | — | +6.96% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.55% | — | +2.73% | |
| 48 | MBB | Ishares Mbs ETF | ETF-その他 | 0.55% | — | +30.15% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.55% | — | -7.07% | |
| 50 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.54% | — | +9.34% |