CIK: 0001761755
申告総資産額
$4.4億
上位200銘柄を表示中（全413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 | CVX | Chevron CORP | 株式-エネルギー | 7.18% | +0.50% | +530.79% | |
| 2 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 6.75% | +0.10% | +344.58% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.28% | -0.17% | +3.99% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 3.19% | — | +31.34% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.06% | — | +27.39% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.52% | -0.16% | +23.93% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.40% | — | +183.40% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.25% | — | +36.39% | |
| 9 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.91% | — | +3.00% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.58% | — | +25.29% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.49% | -0.14% | +298.66% | |
| 12 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.42% | — | +25.97% | |
| 13 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.36% | — | +29.62% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.35% | -0.75% | +29.73% | |
| 15 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.30% | — | +455.73% | |
| 16 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.22% | — | +32.31% | |
| 17 | UNP | Union Pacific CORP | 株式-資本財 | 1.18% | — | +336.34% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.14% | -0.20% | +77.04% | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 1.12% | — | +274.37% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.11% | — | +36.52% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.11% | -0.19% | +17.86% | |
| 22 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.92% | — | -3.13% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.89% | — | +0.98% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.85% | — | +58.76% | |
| 25 | WFC | Wells Fargo & Co | 株式-金融 | 0.84% | -0.20% | +89.61% | |
| 26 | PSX | Phillips 66 | 株式-エネルギー | 0.83% | — | +321.95% | |
| 27 | ADP | Automatic Data Processing | 株式-IT | 0.82% | — | +35.70% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.75% | +0.38% | +54.72% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.75% | — | -17.31% | |
| 30 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.73% | — | +18.98% | |
| 31 | ACN | Accenture plc | 株式-IT | 0.71% | — | +42.55% | |
| 32 | ADBE | Adobe INC | 株式-IT | 0.70% | — | +15.63% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.70% | +0.21% | +11.95% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | -0.48% | +20.38% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.69% | +0.15% | +424.39% | |
| 36 | ECL | Ecolab INC | 株式-素材 | 0.64% | — | +296.21% | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.63% | — | +71.25% | |
| 38 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.63% | — | +17.28% | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.63% | — | +33.31% | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.62% | — | +25.10% | |
| 41 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.56% | — | +17.78% | |
| 42 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.55% | — | +19.06% | |
| 43 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.55% | — | +50.58% | |
| 44 | DG | Dollar General CORP | 株式-生活必需品 | 0.54% | — | +20.44% | |
| 45 | UTXZ | United Tech CORP | 株式-その他 | 0.53% | — | +188.87% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | — | +205.52% | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.52% | — | -0.07% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.50% | +0.37% | +54.97% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.49% | -0.10% | +30.42% | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.44% | — | +129.01% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +5.3% | +530.79% | 増加 |
| 2 | MRK | Merck & Co. INC. | +4.4% | +344.58% | 増加 |
| 3 | AAPL | Apple INC | +1.1% | +183.40% | 増加 |
| 4 | SHW | Sherwin-williams Co/the | +0.9% | +455.73% | 増加 |
| 5 | JNJ | Johnson & Johnson | +0.9% | +298.66% | 増加 |
| 6 | UNP | Union Pacific CORP | +0.7% | +336.34% | 増加 |
| 7 | IBM | Intl Business Machines CORP | +0.6% | +274.37% | 増加 |
| 8 | PSX | Phillips 66 | +0.5% | +321.95% | 増加 |
| 9 | PEP | Pepsico INC | +0.5% | +424.39% | 増加 |
| 10 | ECL | Ecolab INC | +0.4% | +296.21% | 増加 |
| 11 | CMI | Cummins INC | +0.4% | +1904.03% | 増加 |
| 12 | INTU | Intuit INC | +0.3% | +277.70% | 増加 |
| 13 | UTXZ | United Tech CORP | +0.2% | +188.87% | 増加 |
| 14 | XOM | Exxon Mobil CORP | +0.2% | +313.10% | 増加 |
| 15 | MMM | 3m Co | +0.2% | +589.97% | 増加 |
| 16 | PG | Procter & Gamble Co/the | +0.2% | +256.95% | 増加 |
| 17 | JPST | Jpmorgan Ultra-short Income | +0.2% | +467.43% | 増加 |
| 18 | MA | Mastercard INC - A | +0.2% | +77.04% | 増加 |
| 19 | LOW | Lowe's Cos INC | +0.2% | +129.01% | 増加 |
| 20 | TJX | Tjx Companies INC | +0.1% | +114.86% | 増加 |
| 21 | KO | Coca-cola Co/the | +0.1% | +160.84% | 増加 |
| 22 | TMO | Thermo Fisher Scientific INC | +0.1% | +136.89% | 増加 |
| 23 | CVS | Cvs Health CORP | +0.1% | +187.60% | 増加 |
| 24 | BR | Broadridge Financial Solutio | +0.1% | +148.29% | 増加 |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +153.66% | 増加 |
| 26 | AMGN | Amgen INC | +0.1% | +136.00% | 増加 |
| 27 | PM | Philip Morris International | +0.1% | +71.25% | 増加 |
| 28 | APH | Amphenol Corp-cl A | +0.1% | +107.78% | 増加 |
| 29 | WFC | Wells Fargo & Co | +0.1% | +89.61% | 増加 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +205.52% | 増加 |
| 31 | FAST | Fastenal Co | +0.1% | +104.40% | 増加 |
| 32 | SBUX | Starbucks CORP | 0% | +58.76% | 増加 |
| 33 | VZ | Verizon Communications INC | — | +54.97% | 増加 |
| 34 | T | At&t INC | 0% | +54.72% | 増加 |
| 35 | ACN | Accenture plc | 0% | +42.55% | 増加 |
| 36 | ADP | Automatic Data Processing | -0.1% | +35.70% | 増加 |
| 37 | V | Visa Inc-class A Shares | -0.2% | +36.52% | 増加 |
| 38 | MSFT | Microsoft CORP | -0.2% | +29.73% | 増加 |
| 39 | USRT | Ishares Core US Reit ETF | -0.3% | +32.31% | 増加 |
| 40 | KHC | Kraft Heinz Co/the | -0.4% | -64.29% | 減少 |
| 41 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.4% | +29.62% | 増加 |
| 42 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | -0.4% | +25.97% | 増加 |
| 43 | SPSB | Ss Spdr P St C CORP ETF | -0.5% | +36.39% | 増加 |
| 44 | SPEM | State Street Sp Ptf Em ETF | -0.5% | +25.29% | 増加 |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | -0.8% | +31.34% | 増加 |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.9% | +23.93% | 増加 |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.9% | +27.39% | 増加 |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | -1.8% | +3.99% | 増加 |
| 49 | CBRL | Cracker Barrel Old Country | — | NEW | 新規購入 |
| 50 | CB | Chubb Limited | — | NEW | 新規購入 |