CIK: 0001932342
申告総資産額
$3.1億
上位200銘柄を表示中（全210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 | NVDA | Nvidia CORP | 株式-IT | 6.13% | +1.52% | +1012.38% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.33% | +0.37% | — | |
| 3 | AAPL | Apple INC | 株式-IT | 5.11% | — | +43.15% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.29% | +1.55% | +20.82% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.66% | — | — | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.47% | +0.70% | +13.57% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.30% | +1.41% | +4.44% | |
| 8 | WMT | Walmart INC | 株式-生活必需品 | 2.23% | +1.27% | — | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.23% | +0.40% | +18.14% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.19% | — | -46.80% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 1.92% | — | — | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.89% | +0.45% | -0.02% | |
| 13 | GD | General Dynamics CORP | 株式-資本財 | 1.72% | — | — | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 1.71% | — | — | |
| 15 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.67% | — | — | |
| 16 | MS | Morgan Stanley | 株式-金融 | 1.65% | — | — | |
| 17 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 1.63% | -1.21% | EXIT | |
| 18 | RSG | Republic Services INC | 株式-資本財 | 1.61% | — | — | |
| 19 | DE | Deere & Co | 株式-資本財 | 1.61% | +1.00% | — | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.58% | +0.39% | — | |
| 21 | ITW | Illinois Tool Works | 株式-資本財 | 1.48% | — | — | |
| 22 | CI | THE Cigna Group | 株式-ヘルスケア | 1.43% | — | — | |
| 23 | ROK | Rockwell Automation INC | 株式-資本財 | 1.42% | — | — | |
| 24 | FCNCA | First Citizens Bcshs -cl A | 株式-金融 | 1.28% | — | +307.41% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.22% | -3.29% | EXIT | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.18% | -0.71% | EXIT | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.04% | -0.87% | EXIT | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.03% | +0.87% | +905.50% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.00% | -0.57% | EXIT | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 0.92% | -0.23% | EXIT | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | — | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.83% | -0.62% | EXIT | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.81% | +1.15% | — | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | — | +564.42% | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 0.77% | — | +79.74% | |
| 36 | MU | Micron Technology INC | 株式-IT | 0.70% | — | — | |
| 37 | AMD | Advanced Micro Devices | 株式-IT | 0.67% | — | — | |
| 38 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.66% | -0.39% | EXIT | |
| 39 | ✓ | 株式-その他 | 0.65% | — | — | ||
| 40 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.63% | — | — | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.60% | — | — | |
| 42 | VUG | Vanguard Growth ETF | ETF-その他 | 0.59% | -0.49% | EXIT | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.59% | -0.40% | EXIT | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | — | +53.48% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.58% | — | +55.48% | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.54% | -0.29% | EXIT | |
| 47 | TFC | Truist Financial CORP | 株式-金融 | 0.53% | — | +281.72% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.50% | -1.24% | EXIT | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.49% | -0.42% | EXIT | |
| 50 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.46% | — | — |