CIK: 0001766510
申告総資産額
$7.1億
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 | AAPL | Apple INC | 株式-IT | 5.80% | — | -5.27% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.02% | — | +0.96% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.80% | — | -0.20% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.71% | — | +0.28% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.68% | — | -4.19% | |
| 6 | ARKK | Ark Innovation ETF | ETF-その他 | 3.09% | — | +4.08% | |
| 7 | PYPL | Paypal Holdings INC | 株式-金融 | 2.96% | — | +1.04% | |
| 8 | BAC | Bank Of America CORP | 株式-金融 | 2.01% | — | -2.25% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.82% | — | +2.22% | |
| 10 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.79% | — | -0.55% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.55% | — | +5.66% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.53% | — | +5.30% | |
| 13 | ABMDEUR | Abiomed INC | 株式-その他 | 1.39% | — | — | |
| 14 | DFSEUR | Discover Financial Services | 株式-その他 | 1.36% | — | +2.04% | |
| 15 | T | At&t INC | 株式-通信サービス | 1.31% | — | -3.28% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.18% | — | +0.93% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.15% | — | -5.64% | |
| 18 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 1.13% | — | +0.05% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | — | -2.98% | |
| 20 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 1.09% | — | -0.82% | |
| 21 | COF | Capital One Financial CORP | 株式-金融 | 1.07% | — | -0.02% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.06% | — | -4.60% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.05% | — | +4.93% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.97% | — | +0.52% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.95% | — | +5.89% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.94% | — | +0.80% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.92% | — | -15.57% | |
| 28 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.86% | — | -0.58% | |
| 29 | CFG | Citizens Financial Group | 株式-金融 | 0.85% | — | -0.92% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | — | -3.15% | |
| 31 | MDT | Medtronic plc | 株式-ヘルスケア | 0.78% | — | -2.21% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | — | -4.24% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.74% | — | +5.64% | |
| 34 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.73% | — | +3.02% | |
| 35 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.71% | — | +5.62% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.70% | — | -8.25% | |
| 37 | UTXZ | United Tech CORP | 株式-その他 | 0.69% | — | +0.79% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | -11.61% | |
| 39 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.67% | — | +2.47% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.66% | — | +1.69% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.64% | — | +3.86% | |
| 42 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.60% | — | +4.27% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | -3.30% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | — | +36.26% | |
| 45 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 0.54% | — | -1.08% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.54% | — | +1.85% | |
| 47 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.53% | — | -0.38% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.52% | — | -0.16% | |
| 49 | IR | Ingersoll-rand PLC | 株式-資本財 | 0.51% | — | -10.08% | |
| 50 | DUK | Duke Energy CORP | 株式-公益事業 | 0.51% | — | -2.95% |