CIK: 0002011237
申告総資産額
$7.2億
上位200銘柄を表示中（全233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 | 2.64% | +0.14% | +17.20% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.18% | — | +21.94% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.05% | +0.06% | +16.02% | |
| 4 | AVGO | Broadcom INC | 株式-IT | 1.90% | +0.20% | +11.03% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.76% | +0.08% | +28.37% | |
| 6 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.70% | -0.29% | +22.23% | |
| 7 | PSX | Phillips 66 | 株式-エネルギー | 1.62% | -0.18% | +12.95% | |
| 8 | VNLA | Janus Henderson Short Durati | ETF-その他 | 1.50% | — | +29.71% | |
| 9 | NEE | Nextera Energy INC | 株式-公益事業 | 1.45% | -0.22% | +13.41% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.42% | — | +16.27% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.34% | +0.01% | +15.30% | |
| 12 | COF | Capital One Financial CORP | 株式-金融 | 1.30% | +0.03% | +7.26% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.28% | — | +10.95% | |
| 14 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.27% | — | +13.91% | |
| 15 | QCOM | Qualcomm INC | 株式-IT | 1.26% | +0.28% | +9.83% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.23% | — | +17.31% | |
| 17 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.21% | +0.32% | +3.87% | |
| 18 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.17% | -0.25% | +13.63% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.15% | -0.20% | +13.19% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.15% | -0.34% | +21.40% | |
| 21 | STX | Seagate Technology Holdings plc | 株式-IT | 1.12% | +0.75% | +8.14% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.11% | -0.19% | +17.84% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.10% | — | +42.23% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 1.10% | -0.17% | +228.95% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.10% | — | +11.98% | |
| 26 | DOW | Dow INC | 株式-素材 | 1.09% | — | +8.17% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 1.09% | -0.24% | +11.50% | |
| 28 | FITB | Fifth Third Bancorp | 株式-金融 | 1.05% | +0.10% | +6.37% | |
| 29 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.04% | — | +11.47% | |
| 30 | BX | Blackstone INC | 株式-金融 | 1.03% | — | +17.66% | |
| 31 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 1.01% | — | +15.49% | |
| 32 | MDT | Medtronic plc | 株式-ヘルスケア | 1.01% | — | +11.22% | |
| 33 | WBS | Webster Financial CORP | 株式-金融 | 1.01% | +0.03% | +8.12% | |
| 34 | MET | Metlife INC | 株式-金融 | 1.01% | +0.09% | +6.80% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.99% | — | +19.79% | |
| 36 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.98% | — | +15.31% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.97% | +0.12% | +20.68% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.96% | -0.39% | +12.66% | |
| 39 | UL | Unilever PLC | 株式-生活必需品 | 0.91% | — | +9.32% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.91% | +0.40% | +8.74% | |
| 41 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.91% | — | +6.51% | |
| 42 | FE | Firstenergy CORP | 株式-公益事業 | 0.87% | — | +8.46% | |
| 43 | CCI | Crown Castle INC | 株式-不動産 | 0.86% | — | +11.73% | |
| 44 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.81% | — | +8.67% | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.81% | — | +8.01% | |
| 46 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.81% | — | +27.92% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.81% | +0.04% | +25.42% | |
| 48 | TD | Toronto-dominion Bank | 株式-金融 | 0.78% | +0.18% | +6.61% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.76% | +0.04% | +56.67% | |
| 50 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.76% | — | +9.43% |