CIK: 0001806755
申告総資産額
$28.4億
上位200銘柄を表示中（全229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 | 22.16% | +1.63% | — | |
| 2 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 9.36% | -9.36% | EXIT | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 5.33% | +0.84% | — | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 5.21% | +0.28% | -0.00% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.89% | +0.25% | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.79% | -0.52% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.01% | +0.11% | -0.00% | |
| 8 | AMAT | Applied Materials INC | 株式-IT | 2.55% | +1.27% | — | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.42% | +0.25% | — | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 1.99% | +0.02% | — | |
| 11 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.95% | — | — | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.94% | +0.08% | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.62% | +0.03% | -0.00% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.55% | +0.05% | -0.00% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.55% | +0.12% | -2.93% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.51% | -0.03% | — | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.35% | +0.39% | — | |
| 18 | RZV | Invesco S&p Smallcap 600 Pur | ETF-その他 | 1.14% | +0.20% | — | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 1.07% | -0.02% | — | |
| 20 | WM | Waste Management INC | 株式-資本財 | 1.02% | +0.19% | — | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.92% | — | — | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.87% | +0.19% | — | |
| 23 | ALL | Allstate CORP | 株式-金融 | 0.82% | — | — | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.81% | +0.06% | — | |
| 25 | AEP | American Electric Power | 株式-公益事業 | 0.78% | +0.22% | — | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.77% | +0.14% | — | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.76% | — | -0.00% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.76% | — | — | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | +0.05% | — | |
| 30 | MET | Metlife INC | 株式-金融 | 0.69% | +0.01% | — | |
| 31 | UNP | Union Pacific CORP | 株式-資本財 | 0.67% | +0.13% | — | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | -0.04% | — | |
| 33 | LRCX | Lam Research CORP | 株式-IT | 0.56% | +0.22% | -0.00% | |
| 34 | AAMI | Acadian Asset Management INC | 株式-その他 | 0.54% | +0.17% | — | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.50% | +0.13% | — | |
| 36 | NFLX | Netflix INC | 株式-通信サービス | 0.49% | — | +899.99% | |
| 37 | SLF | Sun Life Financial INC | 株式-金融 | 0.49% | — | — | |
| 38 | ES | Eversource Energy | 株式-公益事業 | 0.48% | — | — | |
| 39 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.47% | — | — | |
| 40 | TMUS | T-mobile US INC | 株式-通信サービス | 0.46% | — | -4.87% | |
| 41 | XLF | Ss Financial Select Sector | ETF-その他 | 0.42% | +0.01% | — | |
| 42 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.42% | — | — | |
| 43 | AVY | Avery Dennison CORP | 株式-一般消費財 | 0.40% | — | — | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.39% | +0.16% | — | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.38% | +0.11% | — | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | -0.02% | — | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.38% | +0.08% | — | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | +0.01% | — | |
| 49 | AMD | Advanced Micro Devices | 株式-IT | 0.36% | — | — | |
| 50 | TFC | Truist Financial CORP | 株式-金融 | 0.36% | — | — |