CIK: 0002011237
申告総資産額
$7.2億
上位200銘柄を表示中（全218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 | 3.19% | +0.14% | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.02% | — | — | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.89% | +0.06% | — | |
| 4 | AVGO | Broadcom INC | 株式-IT | 1.82% | +0.20% | — | |
| 5 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.63% | -0.29% | — | |
| 6 | NEE | Nextera Energy INC | 株式-公益事業 | 1.54% | -0.22% | — | |
| 7 | PSX | Phillips 66 | 株式-エネルギー | 1.48% | -0.18% | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.46% | +0.08% | — | |
| 9 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.46% | +0.32% | — | |
| 10 | VNLA | Janus Henderson Short Durati | ETF-その他 | 1.45% | — | — | |
| 11 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.42% | — | — | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.40% | — | — | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.35% | — | — | |
| 14 | COF | Capital One Financial CORP | 株式-金融 | 1.35% | +0.03% | — | |
| 15 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.32% | — | — | |
| 16 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.29% | -0.25% | — | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.26% | -0.19% | — | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.25% | -0.20% | — | |
| 19 | QCOM | Qualcomm INC | 株式-IT | 1.24% | +0.28% | — | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.24% | — | — | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.21% | +0.01% | — | |
| 22 | DOW | Dow INC | 株式-素材 | 1.21% | — | — | |
| 23 | STX | Seagate Technology Holdings plc | 株式-IT | 1.20% | +0.75% | — | |
| 24 | WBS | Webster Financial CORP | 株式-金融 | 1.18% | +0.03% | — | |
| 25 | FITB | Fifth Third Bancorp | 株式-金融 | 1.16% | +0.10% | — | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 1.13% | -0.34% | — | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 1.11% | -0.24% | — | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 1.10% | -0.17% | — | |
| 29 | BX | Blackstone INC | 株式-金融 | 1.10% | — | — | |
| 30 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 1.10% | — | — | |
| 31 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.09% | — | — | |
| 32 | MDT | Medtronic plc | 株式-ヘルスケア | 1.08% | — | — | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 1.08% | +0.40% | — | |
| 34 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.07% | — | — | |
| 35 | MET | Metlife INC | 株式-金融 | 1.06% | +0.09% | — | |
| 36 | CCI | Crown Castle INC | 株式-不動産 | 1.06% | — | — | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | — | — | |
| 38 | T | At&t INC | 株式-通信サービス | 1.02% | -0.39% | — | |
| 39 | UL | Unilever PLC | 株式-生活必需品 | 1.02% | — | — | |
| 40 | TD | Toronto-dominion Bank | 株式-金融 | 0.99% | +0.18% | — | |
| 41 | FE | Firstenergy CORP | 株式-公益事業 | 0.96% | — | — | |
| 42 | DUK | Duke Energy CORP | 株式-公益事業 | 0.95% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | +0.12% | — | |
| 44 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.93% | — | — | |
| 45 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.91% | — | — | |
| 46 | EIX | Edison International | 株式-公益事業 | 0.89% | — | — | |
| 47 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.87% | — | — | |
| 48 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.81% | +0.05% | — | |
| 49 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.77% | — | — | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | — | — |