CIK: 0001999828
申告総資産額
$2.0億
上位200銘柄を表示中（全1161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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 8.48% | — | +2.73% | |
| 2 | ACIC | American Coastal Insurance C | 株式-その他 | 6.06% | — | +0.68% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.58% | — | +0.22% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.32% | — | -0.43% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.20% | — | +1.05% | |
| 6 | LECO | Lincoln Electric Holdings | 株式-資本財 | 2.86% | — | — | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.32% | — | +2.60% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.22% | — | +0.04% | |
| 9 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.06% | — | +0.03% | |
| 10 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 2.01% | — | -1.35% | |
| 11 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.91% | — | +0.10% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.65% | — | +0.13% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.61% | — | +0.81% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.44% | — | -2.46% | |
| 15 | ADP | Automatic Data Processing | 株式-IT | 1.17% | — | -0.53% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.15% | — | -1.82% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.99% | — | +0.06% | |
| 18 | ✓ | 株式-その他 | 0.95% | — | -3.93% | ||
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.93% | — | +1.28% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.93% | — | -0.07% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.88% | — | +0.62% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | — | +0.56% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 0.75% | — | — | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 0.73% | — | +0.50% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | — | -0.39% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | +1.19% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.69% | — | -2.78% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.69% | — | +0.33% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | — | +1.04% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | — | — | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | — | +0.17% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | — | -1.71% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | +0.78% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.52% | — | -2.38% | |
| 35 | BX | Blackstone INC | 株式-金融 | 0.51% | — | +0.31% | |
| 36 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.51% | — | -0.19% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.51% | — | +2.60% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.50% | — | -0.75% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | — | — | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.48% | — | -3.17% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | — | +0.59% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | +2.65% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.46% | — | — | |
| 44 | INTC | Intel CORP | 株式-IT | 0.45% | — | -0.43% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.45% | — | +0.11% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.38% | — | -0.95% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.34% | — | +0.40% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.34% | — | +0.73% | |
| 49 | VLY | Valley National Bancorp | 株式-金融 | 0.33% | — | — | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.32% | — | -0.17% |