CIK: 0000919447
申告総資産額
$1.5億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 14.54% | -0.89% | +1.31% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.00% | -0.42% | -5.28% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 4.77% | — | +0.00% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.99% | -0.45% | -13.79% | |
| 5 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 2.60% | -0.47% | -0.79% | |
| 6 | ABR | Arbor Realty Trust INC | 株式-不動産 | 2.45% | — | -7.00% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.06% | -0.21% | -4.98% | |
| 8 | SKYY | First Trust Cloud Computing | ETF-その他 | 1.93% | -0.46% | -13.80% | |
| 9 | GLP | Global Partners LP | 株式-その他 | 1.90% | — | -2.56% | |
| 10 | PBA | Pembina Pipeline CORP | 株式-エネルギー | 1.86% | +0.20% | -2.33% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.71% | +0.50% | -0.27% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.67% | +0.22% | -2.78% | |
| 13 | SPG | Simon Property Group INC | 株式-不動産 | 1.67% | — | -1.40% | |
| 14 | IRM | Iron Mountain INC | 株式-不動産 | 1.57% | +0.14% | -1.75% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.48% | -0.20% | -0.43% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.42% | — | -1.53% | |
| 17 | SPYI | Neos S&p 500 High Income ETF | ETF-大型株・グロース | 1.36% | — | +40.74% | |
| 18 | SUN | Sunoco LP | 株式-その他 | 1.28% | +0.14% | -4.24% | |
| 19 | GSBD | Goldman Sachs Bdc INC | 株式-その他 | 1.25% | — | +6.47% | |
| 20 | INTU | Intuit INC | 株式-IT | 1.24% | -0.19% | +0.12% | |
| 21 | OHI | Omega Healthcare Investors | 株式-不動産 | 1.20% | — | -4.77% | |
| 22 | ET | Energy Transfer LP | 株式-エネルギー | 1.18% | +0.14% | +3.40% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.10% | — | -19.95% | |
| 24 | ARCC | Ares Capital CORP | 株式-金融 | 1.08% | — | — | |
| 25 | AM | Antero Midstream CORP | 株式-エネルギー | 1.08% | +0.18% | -2.04% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.04% | — | -20.79% | |
| 27 | EXR | Extra Space Storage INC | 株式-不動産 | 1.02% | — | -0.88% | |
| 28 | FTGC | First Trust Global Tactical | ETF-その他 | 1.01% | +0.24% | +0.52% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.96% | — | +1.65% | |
| 30 | MO | Altria Group INC | 株式-生活必需品 | 0.94% | — | +1.53% | |
| 31 | ACN | Accenture plc | 株式-IT | 0.90% | -0.19% | +2.42% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | — | -11.49% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.88% | — | -19.56% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.81% | -0.27% | -8.58% | |
| 35 | ARTY | Ishares Future Ai & Tech ETF | ETF-テック型 | 0.81% | — | +5.51% | |
| 36 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.78% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.78% | — | -24.64% | |
| 38 | HASI | Ha Sustainable Infrastructur | 株式-金融 | 0.75% | — | -22.04% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.74% | — | -2.46% | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.73% | — | -1.27% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.67% | — | +5.86% | |
| 42 | BND | Vanguard Total Bond Market | ETF-その他 | 0.64% | — | -4.26% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.56% | -0.20% | -3.77% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.56% | — | +1.54% | |
| 45 | ADP | Automatic Data Processing | 株式-IT | 0.55% | — | — | |
| 46 | PWR | Quanta Services INC | 株式-資本財 | 0.51% | +0.20% | -2.85% | |
| 47 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.49% | — | -1.66% | |
| 48 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.49% | — | +2.23% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.48% | -0.23% | +997.80% | |
| 50 | CCI | Crown Castle INC | 株式-不動産 | 0.48% | -0.29% | EXIT |