CIK: 0001766510
申告総資産額
$7.1億
上位200銘柄を表示中（全303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 | 5.01% | — | +2.76% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.29% | — | +1.28% | |
| 3 | PYPL | Paypal Holdings INC | 株式-金融 | 4.20% | — | +0.87% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.75% | — | -0.94% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.34% | — | +1.48% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.65% | — | +0.59% | |
| 7 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 1.98% | — | +6.27% | |
| 8 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.95% | — | -0.37% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.66% | — | +10.65% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.54% | — | +13.26% | |
| 11 | ABMDEUR | Abiomed INC | 株式-その他 | 1.41% | — | +2.20% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.41% | — | +5.95% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.34% | — | +4.26% | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 1.29% | — | -0.45% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.23% | — | +49.34% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.21% | — | +2.64% | |
| 17 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.10% | — | +55.83% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.05% | — | -0.13% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.04% | — | +1.61% | |
| 20 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.02% | — | -1.14% | |
| 21 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 0.99% | — | +1.80% | |
| 22 | XLF | Ss Financial Select Sector | ETF-その他 | 0.95% | — | +13.78% | |
| 23 | NETL | Cltpnt Nt Leas Rl Est-usd In | ETF-その他 | 0.94% | — | -0.04% | |
| 24 | COF | Capital One Financial CORP | 株式-金融 | 0.93% | — | +0.13% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.93% | — | +6.11% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.92% | — | -0.06% | |
| 27 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.90% | — | +8.01% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.89% | — | +7.54% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.88% | — | +2.96% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.84% | — | -0.19% | |
| 31 | MU | Micron Technology INC | 株式-IT | 0.79% | — | +31.63% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.78% | — | +42.32% | |
| 33 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 0.74% | — | +27.88% | |
| 34 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.70% | — | +10.50% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.70% | — | +5.41% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.68% | — | +3.41% | |
| 37 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.68% | — | +70.45% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | — | +8.36% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.66% | — | -0.50% | |
| 40 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.65% | — | -1.15% | |
| 41 | FDX | Fedex CORP | 株式-資本財 | 0.65% | — | +709.35% | |
| 42 | TRTN-PA | Triton International Limited | 株式-その他 | 0.62% | — | +6.17% | |
| 43 | BX | Blackstone INC | 株式-金融 | 0.61% | — | -0.37% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.61% | — | +6.74% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.61% | — | +1.60% | |
| 46 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.61% | — | +0.68% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.59% | — | -14.59% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.58% | — | -0.70% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.57% | — | -9.37% | |
| 50 | MDT | Medtronic plc | 株式-ヘルスケア | 0.56% | — | +0.83% |