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 | 12.92% | +0.97% | +4.96% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.12% | +0.51% | +1.19% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 7.02% | — | -25.89% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.40% | -0.87% | +1.50% | |
| 5 | HEPUSD | Holly Energy Partners LP | 株式-その他 | 5.34% | — | +0.57% | |
| 6 | T | At&t INC | 株式-通信サービス | 4.99% | — | -0.57% | |
| 7 | CASY | Casey's General Stores INC | 株式-一般消費財 | 3.67% | +0.13% | -0.73% | |
| 8 | DINO | Hf Sinclair CORP | 株式-エネルギー | 3.64% | +0.37% | -1.22% | |
| 9 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 3.23% | — | -0.94% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.95% | -0.28% | +2.50% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 2.94% | +0.42% | +0.02% | |
| 12 | INTC | Intel CORP | 株式-IT | 2.88% | — | -1.06% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 2.79% | — | +1.26% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.74% | +0.02% | — | |
| 15 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 2.42% | — | -17.02% | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.17% | -0.36% | -0.98% | |
| 17 | KMI | Kinder Morgan INC | 株式-エネルギー | 2.16% | — | -2.02% | |
| 18 | PPL | Ppl CORP | 株式-公益事業 | 1.62% | -0.13% | +0.26% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.53% | — | -13.79% | |
| 20 | TGT | Target CORP | 株式-一般消費財 | 1.26% | — | +2.28% | |
| 21 | SUB | Ishares Short-term National | ETF-その他 | 1.23% | — | -9.96% | |
| 22 | MMM | 3m Co | 株式-資本財 | 1.13% | +0.06% | NEW | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.97% | — | -6.96% | |
| 24 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.97% | +0.22% | -5.70% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.94% | — | +5.04% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | -0.07% | -0.33% | |
| 27 | NUE | Nucor CORP | 株式-素材 | 0.73% | +0.06% | +0.09% | |
| 28 | KOF | Coca-cola Femsa Sab-sp Adr | 株式-その他 | 0.67% | — | -0.44% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.66% | — | +0.11% | |
| 30 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.66% | +0.05% | +0.10% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.65% | — | +0.32% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.60% | +0.02% | -1.21% | |
| 33 | OKE | Oneok INC | 株式-エネルギー | 0.54% | — | +0.25% | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.52% | — | -2.19% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | -0.25% | +0.17% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | +63.57% | |
| 37 | PSX | Phillips 66 | 株式-エネルギー | 0.37% | — | -86.95% | |
| 38 | WEP | Magellan Midstream Partners | 株式-その他 | 0.37% | — | — | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.35% | — | +0.28% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | — | +4.25% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.33% | — | — | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.32% | +0.07% | +6.71% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | — | — | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.27% | +0.04% | +0.29% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.27% | — | — | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | — | +0.13% | |
| 47 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.26% | — | +0.27% | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.25% | — | +1.05% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | — | +13.24% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.25% | +0.05% | -3.53% |