CIK: 0001999828
申告総資産額
$2.0億
上位200銘柄を表示中（全1024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 | ACIC | American Coastal Insurance C | 株式-その他 | 10.81% | — | +2.33% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.37% | — | +1.25% | |
| 3 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 3.38% | — | -0.34% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.23% | — | +0.17% | |
| 5 | ✓ | 株式-その他 | 2.84% | — | +8.45% | ||
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.43% | — | +0.55% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.99% | — | -0.49% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.98% | — | +3.62% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.77% | — | +2.97% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.69% | — | +2.39% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.67% | — | -2.86% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.30% | — | +0.81% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.30% | — | +1.75% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | — | -1.29% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.07% | — | +1.38% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.95% | — | -0.74% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.89% | — | +7.85% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.82% | — | +1.42% | |
| 19 | GE | General Electric | 株式-資本財 | 0.82% | — | -1.94% | |
| 20 | MO | Altria Group INC | 株式-生活必需品 | 0.79% | — | -6.10% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.77% | — | -1.68% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.69% | — | -9.78% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | — | +1.19% | |
| 24 | PM | Philip Morris International | 株式-生活必需品 | 0.65% | — | -2.63% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | +1.67% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | — | +0.89% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.58% | — | +39.56% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.55% | — | +0.10% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.54% | — | — | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | +7.86% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | +0.96% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.52% | — | -5.37% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.51% | — | — | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.51% | — | -1.37% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | — | +0.94% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.48% | — | +5.41% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.48% | — | — | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | — | — | |
| 39 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.46% | — | -8.84% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.46% | — | +5.15% | |
| 41 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.45% | — | +51.06% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.44% | — | -3.31% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | — | +3.70% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.43% | — | -2.47% | |
| 45 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.40% | — | — | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.40% | — | +1.01% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.40% | — | +4.47% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.37% | — | — | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.36% | — | — | |
| 50 | IBND | State Street Spdr Bloomberg | ETF-その他 | 0.36% | — | -6.37% |