CIK: 0001789382
申告総資産額
$3.3億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 10.52% | +0.97% | +5.28% | |
| 2 | HFCUSD | Hollyfrontier CORP | 株式-その他 | 8.61% | — | -0.31% | |
| 3 | AAPL | Apple INC | 株式-IT | 7.20% | +0.51% | +0.17% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.46% | -0.87% | +2.90% | |
| 5 | T | At&t INC | 株式-通信サービス | 5.20% | — | +41.92% | |
| 6 | HEPUSD | Holly Energy Partners LP | 株式-その他 | 4.51% | — | +9.55% | |
| 7 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 4.22% | — | -1.01% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.76% | — | +0.03% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.08% | — | +75.24% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 3.04% | +0.42% | +0.46% | |
| 11 | PSXPUSD | Phillips 66 Partners LP | 株式-その他 | 2.97% | — | -33.17% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.91% | -0.28% | +0.17% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.62% | +0.02% | — | |
| 14 | CASY | Casey's General Stores INC | 株式-一般消費財 | 2.54% | +0.13% | — | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 2.33% | — | +24.39% | |
| 16 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 2.16% | — | +20.50% | |
| 17 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.85% | — | +2.53% | |
| 18 | TGT | Target CORP | 株式-一般消費財 | 1.75% | — | -3.18% | |
| 19 | PPL | Ppl CORP | 株式-公益事業 | 1.45% | -0.13% | +25.89% | |
| 20 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 1.29% | — | — | |
| 21 | WLKP | Westlake Chemical Partners L | 株式-その他 | 1.08% | — | -0.02% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.04% | -0.07% | — | |
| 23 | INTC | Intel CORP | 株式-IT | 0.97% | — | +7.98% | |
| 24 | MET | Metlife INC | 株式-金融 | 0.91% | — | -6.25% | |
| 25 | SUB | Ishares Short-term National | ETF-その他 | 0.86% | — | +59.10% | |
| 26 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.85% | +0.22% | +11.89% | |
| 27 | HPQ | Hp INC | 株式-IT | 0.81% | — | -1.14% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.76% | — | -66.54% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.70% | — | -0.89% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | — | +4.50% | |
| 31 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.65% | +0.05% | -65.04% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.65% | — | +139.04% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.61% | +0.02% | +0.16% | |
| 34 | UNP | Union Pacific CORP | 株式-資本財 | 0.49% | — | -1.15% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.48% | +0.04% | — | |
| 36 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.46% | — | -25.69% | |
| 37 | NUE | Nucor CORP | 株式-素材 | 0.44% | +0.06% | -2.27% | |
| 38 | MMM | 3m Co | 株式-資本財 | 0.43% | +0.06% | NEW | |
| 39 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.43% | — | -4.03% | |
| 40 | OKE | Oneok INC | 株式-エネルギー | 0.42% | — | +0.03% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.41% | -0.25% | +0.13% | |
| 42 | DIV | Global X Superdividend Use | ETF-その他 | 0.41% | — | — | |
| 43 | KOF | Coca-cola Femsa Sab-sp Adr | 株式-その他 | 0.38% | — | +9.29% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | — | |
| 45 | WEP | Magellan Midstream Partners | 株式-その他 | 0.34% | — | +107.75% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.31% | +0.07% | +47.28% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.30% | — | — | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.30% | — | — | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.28% | — | +0.48% | |
| 50 | PYPL | Paypal Holdings INC | 株式-金融 | 0.28% | -0.23% | — |