CIK: 0001966026
申告総資産額
$4.8億
上位200銘柄を表示中（全277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 | 7.57% | -1.54% | -0.18% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.41% | -0.46% | -7.25% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.45% | — | -0.90% | |
| 4 | IBM | Intl Business Machines CORP | 株式-IT | 2.06% | -0.33% | +2.17% | |
| 5 | VZ | Verizon Communications INC | 株式-通信サービス | 1.90% | +0.08% | +3.53% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.65% | -0.34% | -0.92% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.63% | — | +10.24% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.48% | +0.11% | -0.32% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.31% | — | -0.87% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.28% | — | +1.80% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.21% | -0.17% | +8.66% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.14% | — | -1.83% | |
| 13 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.09% | — | +0.35% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | +0.22% | -1.45% | |
| 15 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.00% | — | +10.62% | |
| 16 | CGDV | Cap Group Dividend Value | ETF-その他 | 1.00% | — | +3.71% | |
| 17 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.97% | — | -0.98% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.94% | — | -3.11% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.92% | — | +5.08% | |
| 20 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 0.91% | — | — | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.85% | — | -3.72% | |
| 22 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.84% | — | +18.00% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.83% | — | +3.92% | |
| 24 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.82% | — | +18.32% | |
| 25 | CGGO | Cap Group Global Growth | ETF-その他 | 0.81% | — | +2.68% | |
| 26 | XGDVX | Gabelli Dividend & Income Tr | 株式-その他 | 0.80% | — | -10.64% | |
| 27 | OKE | Oneok INC | 株式-エネルギー | 0.79% | +0.09% | -1.96% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.78% | — | +8.92% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.78% | — | +20.09% | |
| 30 | LVHI | Franklin International Low V | ETF-その他 | 0.77% | — | +21.26% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.76% | +0.26% | +3.44% | |
| 32 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.76% | — | +8.75% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.76% | — | +27.22% | |
| 34 | SPGI | S&p Global INC | 株式-金融 | 0.75% | — | — | |
| 35 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.75% | — | +6.56% | |
| 36 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.75% | — | -6.79% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.74% | — | +0.88% | |
| 38 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.72% | — | +19.97% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.70% | — | +3.61% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | +0.60% | |
| 41 | ET | Energy Transfer LP | 株式-エネルギー | 0.65% | — | +6.26% | |
| 42 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.65% | — | +32.09% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.11% | +3.08% | |
| 44 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.62% | — | +44.26% | |
| 45 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.61% | -0.20% | -3.39% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.60% | — | +2.06% | |
| 47 | CGCP | Cap Group Core Plus Income | ETF-その他 | 0.60% | — | +88.30% | |
| 48 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.57% | — | +3.08% | |
| 49 | ✓ | 株式-その他 | 0.57% | — | — | ||
| 50 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.56% | +0.21% | +10.57% |