CIK: 0001713662
申告総資産額
$42.2億
上位200銘柄を表示中（全258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 | MPLX | Mplx LP | 株式-エネルギー | 16.25% | +0.28% | +0.03% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 10.08% | -0.01% | -13.83% | |
| 3 | GLD | Spdr Gold Shares | ETF-コモディティ | 5.33% | — | +1.53% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.51% | -0.20% | +7.00% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.11% | — | +47.99% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.64% | -0.38% | +3.07% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.63% | -0.06% | -2.50% | |
| 8 | EPD | Enterprise Products Partners | 株式-エネルギー | 2.52% | — | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.27% | -0.10% | -1.68% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 1.64% | — | +3.19% | |
| 11 | UNM | Unum Group | 株式-金融 | 1.57% | — | -0.09% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.53% | — | +24.08% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.26% | — | -9.14% | |
| 14 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.16% | — | — | |
| 15 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.12% | +0.12% | -0.01% | |
| 16 | QCOM | Qualcomm INC | 株式-IT | 1.10% | -0.11% | -0.43% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.08% | — | -4.73% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.07% | — | +19.85% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.91% | — | — | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.87% | — | +180.07% | |
| 21 | ORCL | Oracle CORP | 株式-IT | 0.80% | — | +43.47% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.75% | — | +0.94% | |
| 23 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.72% | — | +0.15% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.71% | — | +3.42% | |
| 25 | CHRD | Chord Energy CORP | 株式-エネルギー | 0.70% | — | — | |
| 26 | JEF | Jefferies Financial Group In | 株式-金融 | 0.68% | — | -0.57% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | -0.16% | -0.88% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.63% | — | -1.32% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | — | -0.27% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | -0.25% | +10.36% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.58% | -0.05% | +0.96% | |
| 32 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.56% | — | +0.15% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.56% | — | -3.12% | |
| 34 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 0.55% | — | — | |
| 35 | KRP | Kimbell Royalty Partners LP | 株式-その他 | 0.52% | — | +0.91% | |
| 36 | SNPS | Synopsys INC | 株式-IT | 0.52% | — | -9.74% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | -18.98% | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.47% | — | +30.14% | |
| 39 | APH | Amphenol Corp-cl A | 株式-IT | 0.46% | — | -11.59% | |
| 40 | C | Citigroup INC | 株式-金融 | 0.43% | — | -1.08% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.42% | -0.09% | -6.25% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.41% | — | +323469.23% | |
| 43 | EOG | Eog Resources INC | 株式-エネルギー | 0.40% | — | +0.20% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | — | +2.02% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.40% | — | -28.55% | |
| 46 | EXE | Expand Energy CORP | 株式-エネルギー | 0.40% | — | — | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.39% | — | +16.89% | |
| 48 | MU | Micron Technology INC | 株式-IT | 0.37% | — | -4.25% | |
| 49 | TSLA | Tesla, Inc. | 株式-一般消費財 | 0.37% | — | +961.54% | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.35% | — | +2.43% |