CIK: 0001764049
申告総資産額
$12.1億
上位200銘柄を表示中（全291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 | AAPL | Apple INC | 株式-IT | 6.11% | -0.19% | -12.88% | |
| 2 | ✓ | NVIDIA Corporation | 株式-その他 | 4.04% | -0.19% | +1.13% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.86% | -0.74% | +2.45% | |
| 4 | ✓ | Ishares Tr Msci USA Qlt Fct | 株式-その他 | 2.45% | — | +17.32% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.33% | -0.20% | +1.51% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.33% | -0.24% | -3.14% | |
| 7 | ✓ | Alphabet Inc. | 株式-その他 | 2.16% | -0.29% | -24.48% | |
| 8 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 1.83% | +0.46% | -70.88% | |
| 9 | ✓ | J P Morgan Chase And Co | 株式-その他 | 1.72% | -0.24% | +1.61% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.69% | +0.11% | +1.19% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.47% | — | -1.83% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 1.43% | +0.08% | +2.37% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.42% | +0.48% | +2.52% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.42% | — | +5.31% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.39% | +0.13% | +26.08% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.38% | -0.25% | +3.96% | |
| 17 | ✓ | 株式-その他 | 1.32% | -0.11% | — | ||
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.31% | +0.11% | -8.76% | |
| 19 | ADP | Automatic Data Processing | 株式-IT | 1.25% | -0.15% | +1.06% | |
| 20 | ✓ | Chubb Limited | 株式-その他 | 1.21% | +0.08% | +5.37% | |
| 21 | ✓ | Costco Wholesale Corporation | 株式-その他 | 1.18% | +0.11% | -0.83% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 1.12% | — | +12.60% | |
| 23 | APD | Air Products & Chemicals INC | 株式-素材 | 1.11% | +0.19% | +3.07% | |
| 24 | ✓ | Merck & Co., Inc. | 株式-その他 | 1.11% | +0.17% | +1.11% | |
| 25 | ✓ | NextEra Energy, Inc. | 株式-その他 | 1.07% | +0.19% | +2.41% | |
| 26 | ✓ | First Trust ETF TCW Unconstrai | ETF-その他 | 1.05% | — | -5.14% | |
| 27 | ✓ | Accenture plc | 株式-その他 | 1.05% | -0.17% | +1.20% | |
| 28 | ✓ | FT S&P 500 Dividend Aristocrat | 株式-その他 | 1.04% | — | +15.66% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.02% | +0.05% | +16.35% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.99% | +0.25% | +2.40% | |
| 31 | ✓ | RTX Corporation | 株式-その他 | 0.98% | — | +0.92% | |
| 32 | APH | Amphenol Corp-cl A | 株式-IT | 0.97% | -0.13% | — | |
| 33 | ✓ | Alphabet Inc. | 株式-その他 | 0.91% | — | +2.07% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.89% | +0.10% | -0.49% | |
| 35 | ✓ | Mastercard Incorporated | 株式-その他 | 0.87% | -0.09% | +0.49% | |
| 36 | ✓ | Cisco Systems, Inc. | 株式-その他 | 0.84% | — | +0.69% | |
| 37 | ✓ | Visa Inc. | 株式-その他 | 0.83% | -0.11% | +1.19% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.83% | +0.20% | +2.42% | |
| 39 | ✓ | Palantir Technologies INC | 株式-その他 | 0.81% | -0.09% | +0.73% | |
| 40 | ✓ | First Trust ETF Muni High Inc | ETF-その他 | 0.79% | +0.27% | +17.49% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | — | +3.79% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.75% | — | -0.80% | |
| 43 | ✓ | AbbVie Inc. | 株式-その他 | 0.74% | — | +0.04% | |
| 44 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.72% | +0.06% | +1.88% | |
| 45 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 0.72% | — | -2.78% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.71% | — | +13.00% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.68% | — | -0.67% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.68% | +0.07% | +22.78% | |
| 49 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.65% | — | +17.56% | |
| 50 | VMC | Vulcan Materials Co | 株式-素材 | 0.63% | — | +0.65% |