CIK: 0001299939
申告総資産額
$17.1億
上位200銘柄を表示中（全294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 | MUSA | Murphy USA INC | 株式-一般消費財 | 14.71% | +0.02% | -0.17% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 6.27% | +0.01% | -0.35% | |
| 3 | MUR | Murphy Oil CORP | 株式-エネルギー | 5.10% | +0.18% | -0.02% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.27% | -0.36% | -0.76% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.29% | +0.09% | +6.46% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 3.22% | +0.05% | +0.43% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.31% | -0.17% | +901.31% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.96% | — | -0.31% | |
| 9 | AMAT | Applied Materials INC | 株式-IT | 1.88% | +0.33% | +0.74% | |
| 10 | CADE | Cadence Bank | 株式-その他 | 1.82% | +0.43% | -2.14% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.77% | -0.13% | -0.23% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.71% | +0.01% | -1.03% | |
| 13 | PRU | Prudential Financial INC | 株式-金融 | 1.44% | +0.02% | +1.37% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.28% | — | -2.65% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.20% | +0.57% | +0.95% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.19% | — | +4.10% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.12% | +0.05% | +4.94% | |
| 18 | RTX | Rtx CORP | 株式-資本財 | 1.11% | +0.08% | +1.58% | |
| 19 | QCOM | Qualcomm INC | 株式-IT | 0.97% | — | +1.54% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 0.92% | +0.14% | -45.75% | |
| 21 | FDX | Fedex CORP | 株式-資本財 | 0.89% | +0.09% | +1.32% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | — | -3.51% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.88% | +0.12% | -0.68% | |
| 24 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.86% | — | +0.96% | |
| 25 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 0.83% | — | +2.36% | |
| 26 | EOG | Eog Resources INC | 株式-エネルギー | 0.82% | — | +2.06% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.79% | — | +3.76% | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 0.78% | — | +0.84% | |
| 29 | GD | General Dynamics CORP | 株式-資本財 | 0.77% | -0.32% | +3.48% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.70% | +0.09% | +1.99% | |
| 31 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.70% | — | +1.82% | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.67% | +0.07% | +3.03% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | — | +1.05% | |
| 34 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.61% | — | +1.56% | |
| 35 | MTN | Vail Resorts INC | 株式-一般消費財 | 0.59% | -0.11% | +36.74% | |
| 36 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.58% | — | +1.76% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | +1.88% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.56% | +0.05% | +3.89% | |
| 39 | WEN | Wendy's Co/the | 株式-一般消費財 | 0.54% | — | +1.02% | |
| 40 | EXE | Expand Energy CORP | 株式-エネルギー | 0.54% | — | -25.91% | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.53% | +0.11% | +2.40% | |
| 42 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.52% | -0.42% | EXIT | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.50% | — | +0.43% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | — | +0.36% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | — | +0.24% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.47% | +0.08% | +2.58% | |
| 47 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.47% | -0.31% | EXIT | |
| 48 | MDT | Medtronic plc | 株式-ヘルスケア | 0.43% | — | +2.16% | |
| 49 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.43% | — | +0.64% | |
| 50 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.42% | — | +1.15% |