CIK: 0001806473
申告総資産額
$2.9億
上位200銘柄を表示中（全203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 | AAPL | Apple INC | 株式-IT | 5.40% | — | -1.22% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.21% | — | -0.70% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.84% | — | +0.79% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.69% | — | -0.34% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.60% | — | +0.02% | |
| 6 | ADP | Automatic Data Processing | 株式-IT | 2.56% | — | -0.55% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.52% | — | -0.83% | |
| 8 | SYK | Stryker CORP | 株式-ヘルスケア | 1.91% | — | +0.75% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.64% | — | -0.71% | |
| 10 | UNP | Union Pacific CORP | 株式-資本財 | 1.55% | — | -0.69% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.49% | — | +1.41% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.41% | — | +0.22% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.37% | — | +0.47% | |
| 14 | AMT | American Tower CORP | 株式-不動産 | 1.34% | — | -0.01% | |
| 15 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.33% | — | -2.85% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.31% | — | +1.84% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.28% | — | -0.82% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.26% | — | +1.29% | |
| 19 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.25% | — | +0.14% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.18% | — | -1.00% | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.14% | — | +20.81% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | — | -1.92% | |
| 23 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.04% | — | +2.15% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.97% | — | -1.18% | |
| 25 | ITW | Illinois Tool Works | 株式-資本財 | 0.97% | — | +0.82% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.96% | — | +0.43% | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 0.92% | — | -1.80% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.88% | — | +1.34% | |
| 29 | MCHP | Microchip Technology INC | 株式-IT | 0.87% | — | +0.13% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.83% | — | +3.94% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.81% | — | +1.00% | |
| 32 | FCT | First Trust Snr Fl Rt INC Ii | 株式-その他 | 0.79% | — | +3.18% | |
| 33 | SO | Southern Co/the | 株式-公益事業 | 0.78% | — | +1.19% | |
| 34 | AEP | American Electric Power | 株式-公益事業 | 0.76% | — | -0.32% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.72% | — | +0.02% | |
| 36 | IRM | Iron Mountain INC | 株式-不動産 | 0.71% | — | +5.16% | |
| 37 | CB | Chubb Limited | 株式-金融 | 0.70% | — | +1.82% | |
| 38 | PRU | Prudential Financial INC | 株式-金融 | 0.69% | — | +1.30% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.69% | — | +9.20% | |
| 40 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.68% | — | -3.34% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.68% | — | -0.60% | |
| 42 | LIN | Linde plc | 株式-素材 | 0.68% | — | +3.60% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | -0.53% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.67% | — | -1.94% | |
| 45 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.65% | — | +2.54% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | +0.23% | |
| 47 | WPC | Wp Carey INC | 株式-不動産 | 0.63% | — | -0.02% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.62% | — | +0.26% | |
| 49 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.61% | — | -3.90% | |
| 50 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.58% | — | -1.73% |