CIK: 0001806755
申告総資産額
$28.4億
上位200銘柄を表示中（全227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 | 22.81% | +1.63% | — | |
| 2 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 7.01% | -9.36% | EXIT | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 5.49% | +0.28% | — | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 5.49% | +0.84% | — | |
| 5 | AAPL | Apple INC | 株式-IT | 4.83% | +0.25% | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 4.28% | -0.52% | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.51% | +0.25% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.47% | +0.11% | — | |
| 9 | AMAT | Applied Materials INC | 株式-IT | 2.14% | +1.27% | — | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 2.06% | +0.02% | — | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.02% | +0.08% | — | |
| 12 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.98% | — | — | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.77% | -0.03% | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.65% | +0.12% | — | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.63% | +0.03% | — | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.27% | +0.05% | — | |
| 17 | RZV | Invesco S&p Smallcap 600 Pur | ETF-その他 | 1.19% | +0.20% | — | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.13% | +0.39% | — | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 1.12% | -0.02% | — | |
| 20 | WM | Waste Management INC | 株式-資本財 | 1.08% | +0.19% | — | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.00% | +0.06% | — | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.96% | — | — | |
| 23 | ALL | Allstate CORP | 株式-金融 | 0.90% | — | — | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.89% | +0.19% | — | |
| 25 | AEP | American Electric Power | 株式-公益事業 | 0.80% | +0.22% | — | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.76% | — | — | |
| 27 | MET | Metlife INC | 株式-金融 | 0.76% | +0.01% | — | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.75% | +0.05% | — | |
| 29 | RTX | Rtx CORP | 株式-資本財 | 0.74% | +0.14% | — | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.73% | +0.13% | — | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.71% | — | — | |
| 32 | NFLX | Netflix INC | 株式-通信サービス | 0.66% | — | — | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | -0.04% | — | |
| 34 | TMUS | T-mobile US INC | 株式-通信サービス | 0.60% | — | — | |
| 35 | AAMI | Acadian Asset Management INC | 株式-その他 | 0.59% | +0.17% | — | |
| 36 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.54% | — | — | |
| 37 | ES | Eversource Energy | 株式-公益事業 | 0.53% | — | — | |
| 38 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.50% | — | — | |
| 39 | SLF | Sun Life Financial INC | 株式-金融 | 0.50% | — | — | |
| 40 | MO | Altria Group INC | 株式-生活必需品 | 0.46% | +0.11% | — | |
| 41 | LRCX | Lam Research CORP | 株式-IT | 0.46% | +0.22% | — | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.45% | +0.16% | — | |
| 43 | XLF | Ss Financial Select Sector | ETF-その他 | 0.44% | +0.01% | — | |
| 44 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.44% | +0.13% | — | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.40% | -0.02% | — | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | +0.01% | — | |
| 47 | AVY | Avery Dennison CORP | 株式-一般消費財 | 0.38% | — | — | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.38% | +0.08% | — | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.36% | +0.09% | — | |
| 50 | TFC | Truist Financial CORP | 株式-金融 | 0.35% | — | — |