CIK: 0001766510
申告総資産額
$7.1億
上位200銘柄を表示中（全297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 | 5.98% | — | -1.37% | |
| 2 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.39% | — | -6.35% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.04% | — | -0.70% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.36% | — | +4.84% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.87% | — | +2.81% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.77% | — | +0.61% | |
| 7 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 2.02% | — | +65.54% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.65% | — | +7.45% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.63% | — | -6.68% | |
| 10 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.57% | — | -0.53% | |
| 11 | HON | Honeywell International INC | 株式-資本財 | 1.55% | — | -0.28% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.50% | — | +1.56% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.46% | — | -3.33% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.45% | — | +0.59% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.41% | — | +102.80% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.41% | — | +2.81% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.31% | — | -0.08% | |
| 18 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 1.21% | — | +3.81% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.04% | — | +1.94% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.97% | — | +5.38% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.81% | — | +7.69% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | — | +0.62% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.80% | — | +10.18% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | -3.27% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.80% | — | +3.10% | |
| 26 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.80% | — | +0.33% | |
| 27 | COF | Capital One Financial CORP | 株式-金融 | 0.72% | — | -0.59% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.70% | — | -15.27% | |
| 29 | QCOM | Qualcomm INC | 株式-IT | 0.65% | — | -4.12% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.65% | — | +15.60% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | — | -0.08% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.65% | — | -17.28% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.63% | — | +11.06% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.62% | — | +0.01% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | +4.09% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | — | -0.96% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.58% | — | +83.87% | |
| 38 | J | Jacobs Solutions INC | 株式-資本財 | 0.58% | — | -0.71% | |
| 39 | AKAM | Akamai Technologies INC | 株式-IT | 0.57% | — | -0.74% | |
| 40 | MDT | Medtronic plc | 株式-ヘルスケア | 0.57% | — | -28.56% | |
| 41 | PRU | Prudential Financial INC | 株式-金融 | 0.57% | — | -1.15% | |
| 42 | RTX | Rtx CORP | 株式-資本財 | 0.57% | — | +8.07% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.57% | — | -4.39% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.56% | — | +3.27% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | — | -0.05% | |
| 46 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.55% | — | — | |
| 47 | FDX | Fedex CORP | 株式-資本財 | 0.54% | — | -1.09% | |
| 48 | MU | Micron Technology INC | 株式-IT | 0.53% | — | +33.86% | |
| 49 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.53% | — | +0.16% | |
| 50 | IQLT | Ishares Msci International Q | ETF-その他 | 0.53% | — | +33.28% |