CIK: 0001797678
申告総資産額
$38.5億
上位200銘柄を表示中（全240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 | 7.83% | +0.27% | -14.73% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 4.64% | — | -8.91% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.12% | — | -27.08% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.74% | +0.60% | -14.07% | |
| 5 | KMI | Kinder Morgan INC | 株式-エネルギー | 3.71% | +0.14% | -0.60% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.99% | -1.17% | -1.45% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 2.58% | +0.39% | +62.93% | |
| 8 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.27% | — | -47.40% | |
| 9 | MPLX | Mplx LP | 株式-エネルギー | 2.14% | — | -22.58% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.84% | — | +14.49% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.83% | — | +3.41% | |
| 12 | ADBE | Adobe INC | 株式-IT | 1.63% | -0.15% | -72.85% | |
| 13 | WEP | Magellan Midstream Partners | 株式-その他 | 1.40% | — | -8.90% | |
| 14 | ENB | Enbridge INC | 株式-エネルギー | 1.39% | — | -1.48% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.37% | — | +184.23% | |
| 16 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.27% | — | -20.71% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.25% | — | +32.28% | |
| 18 | COP | Conocophillips | 株式-エネルギー | 1.24% | — | +23.59% | |
| 19 | MAIN | Main Street Capital CORP | 株式-金融 | 0.98% | — | +2.02% | |
| 20 | RTX | Rtx CORP | 株式-資本財 | 0.98% | — | -49.71% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.97% | — | +2.85% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | — | +15.48% | |
| 23 | WMB | Williams Cos INC | 株式-エネルギー | 0.95% | +0.10% | +9.07% | |
| 24 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.87% | — | +6.27% | |
| 25 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.86% | — | +6.97% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.86% | +0.05% | +68.35% | |
| 27 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.85% | — | -3.88% | |
| 28 | UNP | Union Pacific CORP | 株式-資本財 | 0.76% | — | -61.31% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.76% | — | -55.07% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | -79.52% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | — | -55.27% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | — | +7.19% | |
| 33 | WES | Western Midstream Partners L | 株式-エネルギー | 0.73% | — | -46.46% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | -7.49% | |
| 35 | OKE | Oneok INC | 株式-エネルギー | 0.72% | +0.11% | -33.91% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | — | -56.19% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.68% | — | -19.94% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | +0.23% | -41.43% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | — | +85.41% | |
| 40 | AXP | American Express Co | 株式-金融 | 0.59% | — | -49.21% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | -25.28% | |
| 42 | FVAL | Fidelity Value Factor ETF | ETF-その他 | 0.58% | — | — | |
| 43 | MET | Metlife INC | 株式-金融 | 0.53% | — | -34.69% | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.50% | — | +7.57% | |
| 45 | HON | Honeywell International INC | 株式-資本財 | 0.50% | +0.15% | -58.30% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.50% | — | -40.01% | |
| 47 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.50% | — | +393.90% | |
| 48 | DHR | Danaher CORP | 株式-ヘルスケア | 0.49% | — | +204.86% | |
| 49 | ET | Energy Transfer LP | 株式-エネルギー | 0.49% | +0.18% | +72.18% | |
| 50 | GS | Goldman Sachs Group INC | 株式-金融 | 0.48% | — | +50.22% |