CIK: 0001569579
申告総資産額
$11.6億
上位200銘柄を表示中（全227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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 14.68% | -12.55% | -88.62% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.38% | — | -13.24% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 6.35% | -6.29% | +9777.90% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 3.34% | — | -0.47% | |
| 5 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 2.48% | +0.21% | -4.57% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.42% | — | -12.18% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.35% | — | +62.06% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.29% | — | -0.49% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.24% | — | +11.90% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.04% | -0.88% | +32.29% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.99% | -1.01% | +87.09% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.95% | +0.29% | -19.34% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.75% | — | -12.08% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.74% | — | -4.12% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.52% | — | +87.74% | |
| 16 | OGE | Oge Energy CORP | 株式-公益事業 | 1.41% | -0.91% | +120.37% | |
| 17 | XEL | Xcel Energy INC | 株式-公益事業 | 1.36% | — | +126.68% | |
| 18 | EVRG | Evergy INC | 株式-公益事業 | 1.26% | -1.26% | EXIT | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.24% | — | +3.71% | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 1.20% | -1.20% | EXIT | |
| 21 | DTE | Dte Energy Company | 株式-公益事業 | 1.16% | -1.16% | EXIT | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.15% | -0.52% | +33.77% | |
| 23 | CNP | Centerpoint Energy INC | 株式-公益事業 | 1.11% | -0.92% | +107.26% | |
| 24 | WEC | Wec Energy Group INC | 株式-公益事業 | 1.08% | — | — | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.03% | — | +62.40% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.96% | +0.91% | -42.13% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.90% | -0.50% | — | |
| 28 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.88% | — | -2.87% | |
| 29 | AEP | American Electric Power | 株式-公益事業 | 0.88% | — | +58.50% | |
| 30 | EXC | Exelon CORP | 株式-公益事業 | 0.88% | -0.88% | EXIT | |
| 31 | CEG | Constellation Energy | 株式-公益事業 | 0.87% | — | +3.43% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.86% | — | -13.59% | |
| 33 | GEV | GE Vernova INC | 株式-資本財 | 0.86% | — | +6.98% | |
| 34 | GM | General Motors Co | 株式-一般消費財 | 0.81% | -0.79% | — | |
| 35 | PNW | Pinnacle West Capital | 株式-公益事業 | 0.77% | -0.77% | EXIT | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.70% | — | +3.39% | |
| 37 | D | Dominion Energy INC | 株式-公益事業 | 0.68% | +0.40% | — | |
| 38 | KOS 3.125 03-15-30 | Kosmos Energy LTD | 株式-その他 | 0.66% | +0.42% | +46.71% | |
| 39 | OGS | One Gas INC | 株式-公益事業 | 0.65% | — | — | |
| 40 | VST | Vistra CORP | 株式-公益事業 | 0.62% | — | -0.61% | |
| 41 | URI | United Rentals INC | 株式-資本財 | 0.61% | — | +11.17% | |
| 42 | VFH | Vanguard Financials ETF | ETF-その他 | 0.59% | — | +3.50% | |
| 43 | UTES | Virtus Reaves Utilities ETF | ETF-その他 | 0.59% | — | +5598.65% | |
| 44 | AEE | Ameren Corporation | 株式-公益事業 | 0.58% | +0.68% | -23.18% | |
| 45 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.56% | — | +8.89% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.56% | — | -8.22% | |
| 47 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.55% | — | +3.42% | |
| 48 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.52% | -0.48% | +0.61% | |
| 49 | EOG | Eog Resources INC | 株式-エネルギー | 0.52% | — | — | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | -3.31% |