CIK: 0001806755
申告総資産額
$28.4億
上位200銘柄を表示中（全240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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 26.16% | +1.63% | +301.06% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 7.51% | +0.84% | +234.26% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.72% | +0.25% | +24.48% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.33% | +0.25% | +606.00% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.95% | -0.52% | +21.84% | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.84% | -9.36% | EXIT | |
| 7 | AMAT | Applied Materials INC | 株式-IT | 2.26% | +1.27% | +63.57% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.01% | +0.08% | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.78% | +0.03% | +7.17% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.75% | +0.11% | — | |
| 11 | RZV | Invesco S&p Smallcap 600 Pur | ETF-その他 | 1.68% | +0.20% | — | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 1.61% | +0.16% | — | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.60% | +0.39% | +19.91% | |
| 14 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.43% | — | — | |
| 15 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.38% | — | — | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 1.31% | -0.02% | -7.11% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.31% | +0.19% | +0.91% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.29% | -0.04% | — | |
| 19 | TGT | Target CORP | 株式-一般消費財 | 1.26% | +0.14% | +83.89% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.21% | +0.06% | +57.42% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 1.18% | +0.02% | — | |
| 22 | AEP | American Electric Power | 株式-公益事業 | 1.18% | +0.22% | — | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.12% | -0.03% | -4.07% | |
| 24 | MET | Metlife INC | 株式-金融 | 1.10% | +0.01% | +21.96% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 1.02% | +0.13% | +85.64% | |
| 26 | WM | Waste Management INC | 株式-資本財 | 1.02% | +0.19% | +66.08% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.93% | +0.09% | — | |
| 28 | ES | Eversource Energy | 株式-公益事業 | 0.93% | — | — | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.91% | +0.13% | +29.89% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.90% | +0.05% | +51.34% | |
| 31 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.88% | — | +2.72% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.84% | — | +45.21% | |
| 33 | TFC | Truist Financial CORP | 株式-金融 | 0.82% | — | +37.82% | |
| 34 | SLF | Sun Life Financial INC | 株式-金融 | 0.81% | — | +45.14% | |
| 35 | ALL | Allstate CORP | 株式-金融 | 0.75% | — | +66.42% | |
| 36 | MO | Altria Group INC | 株式-生活必需品 | 0.70% | +0.11% | — | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | +0.05% | +14.42% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | +0.12% | -39.82% | |
| 39 | AVY | Avery Dennison CORP | 株式-一般消費財 | 0.64% | — | +15.42% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.62% | +0.08% | +3.27% | |
| 41 | TMUS | T-mobile US INC | 株式-通信サービス | 0.59% | — | — | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | +0.08% | — | |
| 43 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.58% | — | +67.80% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.56% | +0.28% | +9.30% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.53% | — | — | |
| 46 | VFC | Vf CORP | 株式-一般消費財 | 0.49% | — | +71.61% | |
| 47 | RTX | Rtx CORP | 株式-資本財 | 0.49% | +0.14% | +21.54% | |
| 48 | AAMI | Acadian Asset Management INC | 株式-その他 | 0.48% | +0.17% | — | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.47% | — | +11.13% | |
| 50 | LRCXEUR | Lam Research CORP | 株式-IT | 0.42% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +15.7% | +301.06% | 増加 |
| 2 | VTV | Vanguard Value ETF | +4.1% | +234.26% | 増加 |
| 3 | VIG | Vanguard Dividend Apprec ETF | +2.6% | +606.00% | 増加 |
| 4 | AMAT | Applied Materials INC | +0.7% | +63.57% | 増加 |
| 5 | TGT | Target CORP | +0.2% | +83.89% | 増加 |
| 6 | UNP | Union Pacific CORP | +0.1% | +85.64% | 増加 |
| 7 | JPM | Jpmorgan Chase & Co | +0.1% | +201.22% | 増加 |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +97444.12% | 増加 |
| 9 | CI | THE Cigna Group | +0.1% | +301.47% | 増加 |
| 10 | HD | Home Depot INC | +0.1% | +57.42% | 増加 |
| 11 | ETSY | Etsy INC | +0.1% | +800.00% | 増加 |
| 12 | MU | Micron Technology INC | +0.1% | +8011.05% | 増加 |
| 13 | WM | Waste Management INC | +0.1% | +66.08% | 増加 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +51.34% | 増加 |
| 15 | ALL | Allstate CORP | 0% | +66.42% | 増加 |
| 16 | CSCO | Cisco Systems INC | 0% | +45.21% | 増加 |
| 17 | TFC | Truist Financial CORP | 0% | +37.82% | 増加 |
| 18 | YUM | Yum! Brands INC | 0% | +67.80% | 増加 |
| 19 | SLF | Sun Life Financial INC | 0% | +45.14% | 増加 |
| 20 | VFC | Vf CORP | 0% | +71.61% | 増加 |
| 21 | SLM | Slm CORP | -0.1% | — | 変化なし |
| 22 | MET | Metlife INC | -0.1% | +21.96% | 増加 |
| 23 | LRCXEUR | Lam Research CORP | -0.1% | — | 変化なし |
| 24 | AVY | Avery Dennison CORP | -0.2% | +15.42% | 増加 |
| 25 | RTX | Rtx CORP | -0.2% | +21.54% | 増加 |
| 26 | INTC | Intel CORP | -0.2% | +3.27% | 増加 |
| 27 | BMY | Bristol-myers Squibb Co | -0.3% | +29.89% | 増加 |
| 28 | MO | Altria Group INC | -0.3% | — | 変化なし |
| 29 | GILD | Gilead Sciences INC | -0.3% | -99.77% | 減少 |
| 30 | ABBV | Abbvie INC | -0.3% | +14.42% | 増加 |
| 31 | LLY | Eli Lilly & Co | -0.8% | +20.65% | 増加 |
| 32 | GOOGL | Alphabet Inc-cl A | -0.8% | — | 変化なし |
| 33 | MRK | Merck & Co. INC. | -0.8% | +19.91% | 増加 |
| 34 | TRV | Travelers Cos Inc/the | -0.8% | — | 変化なし |
| 35 | MSFT | Microsoft CORP | -0.9% | +21.84% | 増加 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.1% | -39.82% | 減少 |
| 37 | MA | Mastercard INC - A | -1.1% | -7.11% | 減少 |
| 38 | AAPL | Apple INC | -1.8% | +24.48% | 増加 |
| 39 | RZV | Invesco S&p Smallcap 600 Pur | — | NEW | 新規購入 |
| 40 | VUG | Vanguard Growth ETF | — | NEW | 新規購入 |
| 41 | GLD | Spdr Gold Shares | — | EXIT | 全売却 |
| 42 | SGOL | Abrdn Physical Gold Shares | — | EXIT | 全売却 |
| 43 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |
| 44 | MDT | Medtronic plc | — | NEW | 新規購入 |
| 45 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 46 | SDY | Ss Spdr S&p Dividend ETF | — | NEW | 新規購入 |
| 47 | BAC | Bank Of America CORP | — | NEW | 新規購入 |
| 48 | T | At&t INC | — | EXIT | 全売却 |
| 49 | WBA | Walgreens Boots Alliance INC | — | NEW | 新規購入 |
| 50 | LNC | Lincoln National CORP | — | NEW | 新規購入 |