CIK: 0001966026
申告総資産額
$4.8億
上位200銘柄を表示中（全224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 | 7.25% | -1.54% | -1.84% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.34% | -0.46% | -3.24% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.14% | — | +1.07% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.71% | +0.11% | +0.57% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.91% | +0.26% | +6.14% | |
| 6 | IBM | Intl Business Machines CORP | 株式-IT | 1.78% | -0.33% | +0.34% | |
| 7 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.53% | — | -1.39% | |
| 8 | PFE | Pfizer INC | 株式-ヘルスケア | 1.50% | — | -5.66% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 1.46% | — | +0.12% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.37% | — | -4.72% | |
| 11 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.33% | — | -13.89% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.31% | -0.34% | +371.60% | |
| 13 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.26% | — | -1.74% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.20% | +0.08% | +6.12% | |
| 15 | OKE | Oneok INC | 株式-エネルギー | 1.12% | +0.09% | -0.35% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | +0.22% | +2.77% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.06% | — | -0.07% | |
| 18 | T | At&t INC | 株式-通信サービス | 1.04% | — | -5.08% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.00% | +0.48% | -32.17% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.99% | — | +0.85% | |
| 21 | XGDVX | Gabelli Dividend & Income Tr | 株式-その他 | 0.97% | — | -0.06% | |
| 22 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.94% | — | +179.03% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.93% | — | -35.69% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.93% | +0.11% | -1.97% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.93% | — | -1.91% | |
| 26 | BX | Blackstone INC | 株式-金融 | 0.91% | — | -15.06% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.86% | — | -0.30% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.85% | — | -4.75% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.85% | — | -1.55% | |
| 30 | PSA | Public Storage | 株式-不動産 | 0.82% | — | — | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.81% | — | -27.64% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.78% | +0.11% | +11.57% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.76% | +0.21% | -31.76% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.74% | — | +0.04% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.73% | — | +3.98% | |
| 36 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.72% | — | +4.32% | |
| 37 | NEM | Newmont CORP | 株式-素材 | 0.68% | — | +8.30% | |
| 38 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.68% | — | -39.77% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.67% | — | -1.73% | |
| 40 | XFOFX | Cohen & Steers Closed-end Op | 株式-その他 | 0.65% | — | -2.17% | |
| 41 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.64% | — | +4.67% | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.63% | — | -3.99% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.62% | — | +32.92% | |
| 44 | NMAI | Nuveen Multi-asset Income | 株式-その他 | 0.61% | — | -2.88% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.61% | — | -0.63% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.60% | — | -23.35% | |
| 47 | TD | Toronto-dominion Bank | 株式-金融 | 0.60% | — | -7.39% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | +0.63% | |
| 49 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.58% | — | +38.02% | |
| 50 | ENB | Enbridge INC | 株式-エネルギー | 0.57% | — | +0.12% |