CIK: 0001766510
申告総資産額
$7.1億
上位200銘柄を表示中（全279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 | 6.65% | — | -0.12% | |
| 2 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.35% | — | -0.18% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.01% | — | -0.27% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.98% | — | +14.83% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.74% | — | +3.65% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.65% | — | +0.45% | |
| 7 | HON | Honeywell International INC | 株式-資本財 | 1.69% | — | +1.34% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.62% | — | +2.11% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.61% | — | +10.25% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.60% | — | +0.23% | |
| 11 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.48% | — | +5.18% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.46% | — | -17.18% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 1.43% | — | +0.60% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.42% | — | +5.02% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.40% | — | -1.41% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.28% | — | -7.16% | |
| 17 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 1.21% | — | +1.73% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | — | +0.27% | |
| 19 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.12% | — | -0.12% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 1.08% | — | +75.23% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.95% | — | +0.95% | |
| 22 | MDT | Medtronic plc | 株式-ヘルスケア | 0.92% | — | +10.47% | |
| 23 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 0.87% | — | -2.53% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.86% | — | +1.23% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.83% | — | +5.62% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.82% | — | +8.79% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | — | +35.02% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.75% | — | +0.73% | |
| 29 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.75% | — | -13.29% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | — | +6.20% | |
| 31 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.73% | — | — | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.70% | — | +3.73% | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.70% | — | -12.39% | |
| 34 | URI | United Rentals INC | 株式-資本財 | 0.69% | — | — | |
| 35 | COF | Capital One Financial CORP | 株式-金融 | 0.65% | — | -0.00% | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.64% | — | +8.29% | |
| 37 | RTX | Rtx CORP | 株式-資本財 | 0.64% | — | +0.59% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.62% | — | +2.60% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.61% | — | -5.28% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | — | +0.69% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.58% | — | -2.75% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.58% | — | +7.66% | |
| 43 | J | Jacobs Solutions INC | 株式-資本財 | 0.58% | — | -0.01% | |
| 44 | FDX | Fedex CORP | 株式-資本財 | 0.58% | — | +0.49% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.57% | — | +18.06% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | — | +2.24% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.56% | — | +4.85% | |
| 48 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 0.56% | — | +66.59% | |
| 49 | PRU | Prudential Financial INC | 株式-金融 | 0.53% | — | — | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.52% | — | +3.07% |