CIK: 0001797678
申告総資産額
$38.5億
上位200銘柄を表示中（全239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 | EPD | Enterprise Products Partners | 株式-エネルギー | 5.44% | +0.27% | +21.75% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 4.77% | — | -16.03% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.40% | +0.60% | +211.02% | |
| 4 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 3.86% | — | -16.71% | |
| 5 | ADBE | Adobe INC | 株式-IT | 3.47% | -0.15% | +1588.56% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.41% | — | +101.51% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.08% | -1.17% | +305.41% | |
| 8 | KMI | Kinder Morgan INC | 株式-エネルギー | 2.59% | +0.14% | +3.88% | |
| 9 | PYPL | Paypal Holdings INC | 株式-金融 | 2.36% | — | +949.27% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.23% | — | +1069.23% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.94% | — | +195.77% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.73% | +0.23% | +551.60% | |
| 13 | MPLX | Mplx LP | 株式-エネルギー | 1.70% | — | +54.45% | |
| 14 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.37% | — | +13.42% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.29% | — | +109.57% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.23% | +0.39% | +99.87% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.16% | — | +334.87% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.05% | — | +53.83% | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.05% | — | +9.98% | |
| 20 | WEP | Magellan Midstream Partners | 株式-その他 | 1.03% | — | +51.59% | |
| 21 | RTX | Rtx CORP | 株式-資本財 | 1.00% | — | +412.91% | |
| 22 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.99% | — | — | |
| 23 | ENB | Enbridge INC | 株式-エネルギー | 0.92% | — | +1.71% | |
| 24 | RGEN | Repligen CORP | 株式-ヘルスケア | 0.82% | — | — | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | — | +439.73% | |
| 26 | RMD | Resmed INC | 株式-ヘルスケア | 0.80% | — | — | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.80% | — | +478.99% | |
| 28 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.79% | -0.29% | — | |
| 29 | MDT | Medtronic plc | 株式-ヘルスケア | 0.77% | — | +296.03% | |
| 30 | ADP | Automatic Data Processing | 株式-IT | 0.75% | — | — | |
| 31 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.74% | — | +11.64% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | — | +485.56% | |
| 33 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.73% | — | — | |
| 34 | MAIN | Main Street Capital CORP | 株式-金融 | 0.72% | — | +0.97% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.71% | — | +381.30% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.71% | +0.15% | — | |
| 37 | WES | Western Midstream Partners L | 株式-エネルギー | 0.70% | — | +229.33% | |
| 38 | AXP | American Express Co | 株式-金融 | 0.67% | — | +727.25% | |
| 39 | OKE | Oneok INC | 株式-エネルギー | 0.66% | +0.11% | +52.84% | |
| 40 | MCHP | Microchip Technology INC | 株式-IT | 0.64% | — | — | |
| 41 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.63% | — | +87.56% | |
| 42 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.60% | — | +9.74% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.59% | — | — | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.59% | — | — | |
| 45 | TXN | Texas Instruments INC | 株式-IT | 0.55% | — | — | |
| 46 | WMB | Williams Cos INC | 株式-エネルギー | 0.54% | +0.10% | +4.54% | |
| 47 | ROK | Rockwell Automation INC | 株式-資本財 | 0.54% | — | — | |
| 48 | MMIN | Nyli Mackay Muni Insured ETF | ETF-その他 | 0.53% | — | -20.95% | |
| 49 | NOW | Servicenow INC | 株式-IT | 0.52% | — | +0.29% | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.52% | — | — |