CIK: 0001299939
申告総資産額
$17.1億
上位200銘柄を表示中（全338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 | 11.11% | +0.02% | — | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 6.27% | +0.01% | -0.70% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.54% | -0.36% | +1.77% | |
| 4 | AVGO | Broadcom INC | 株式-IT | 4.16% | +0.05% | +0.84% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.87% | +0.09% | +2.69% | |
| 6 | MUR | Murphy Oil CORP | 株式-エネルギー | 2.60% | +0.18% | +0.17% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.23% | -0.17% | +1.29% | |
| 8 | WMT | Walmart INC | 株式-生活必需品 | 1.88% | +0.14% | -5.18% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.77% | +0.57% | +72.68% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.66% | +0.05% | -0.43% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.60% | +0.01% | -2.25% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.51% | — | +0.40% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.47% | — | +4.31% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.45% | -0.13% | -0.38% | |
| 15 | CADE | Cadence Bank | 株式-その他 | 1.40% | +0.43% | +0.60% | |
| 16 | AMAT | Applied Materials INC | 株式-IT | 1.39% | +0.33% | +2.92% | |
| 17 | RTX | Rtx CORP | 株式-資本財 | 1.25% | +0.08% | +2.12% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.25% | +0.05% | +3.86% | |
| 19 | PRU | Prudential Financial INC | 株式-金融 | 1.24% | +0.02% | +1.38% | |
| 20 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.19% | — | +1.38% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.02% | — | -1.32% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 0.95% | +0.09% | +2.60% | |
| 23 | TFC | Truist Financial CORP | 株式-金融 | 0.88% | +0.09% | +19.62% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.87% | — | +73.69% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 0.84% | +0.07% | +4.36% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.77% | — | -38.18% | |
| 27 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.77% | -0.08% | +97.92% | |
| 28 | GD | General Dynamics CORP | 株式-資本財 | 0.74% | -0.32% | +3.43% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.70% | +0.10% | +4.58% | |
| 30 | MTN | Vail Resorts INC | 株式-一般消費財 | 0.70% | -0.11% | +3.16% | |
| 31 | PM | Philip Morris International | 株式-生活必需品 | 0.68% | — | +1.86% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.68% | +0.05% | +4.23% | |
| 33 | BEN | Franklin Resources INC | 株式-金融 | 0.66% | — | +1.78% | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.65% | +0.08% | +1.90% | |
| 35 | SIRI | Sirius Xm Holdings INC | 株式-通信サービス | 0.61% | -0.13% | +1.31% | |
| 36 | DELL | Dell Technologies -c | 株式-IT | 0.59% | -0.08% | +70.12% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | +0.12% | -0.86% | |
| 38 | TROW | T Rowe Price Group INC | 株式-金融 | 0.58% | — | +896.01% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | — | -0.38% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.54% | +0.11% | +3.15% | |
| 41 | KNTK | Kinetik Holdings INC | 株式-その他 | 0.53% | -0.10% | — | |
| 42 | NTR | Nutrien LTD | 株式-素材 | 0.52% | — | +4.28% | |
| 43 | FDX | Fedex CORP | 株式-資本財 | 0.51% | +0.09% | +4.53% | |
| 44 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.50% | -0.40% | EXIT | |
| 45 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.49% | — | +13.03% | |
| 46 | QSR | Restaurant Brands Intern | 株式-一般消費財 | 0.49% | — | +49.24% | |
| 47 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.49% | +0.07% | -2.47% | |
| 48 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 0.48% | -0.15% | +75.89% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.47% | +0.08% | +1.94% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | +11.82% |