CIK: 0001727269
申告総資産額
$9.4億
上位200銘柄を表示中（全201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 | HYDW | Xtrs Low Beta Hi Yield ETF | ETF-その他 | 2.61% | -0.58% | +6.32% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 2.39% | — | +4.88% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.18% | -0.16% | -2.87% | |
| 4 | MLPA | Global X Mlp ETF | ETF-その他 | 1.83% | +0.11% | +4.18% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.77% | — | -0.82% | |
| 6 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.61% | +0.23% | +7.51% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.54% | — | +0.06% | |
| 8 | ENB | Enbridge INC | 株式-エネルギー | 1.52% | +0.24% | -5.81% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.51% | — | +8.51% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.49% | — | +1.57% | |
| 11 | HDEF | Xtrackers Msci Eafe High Div | ETF-その他 | 1.48% | — | -0.94% | |
| 12 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 1.41% | -0.13% | -0.82% | |
| 13 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.29% | +0.35% | +7.35% | |
| 14 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 1.20% | — | +1.88% | |
| 15 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.20% | +0.25% | +33.40% | |
| 16 | AM | Antero Midstream CORP | 株式-エネルギー | 1.18% | +0.43% | +7.31% | |
| 17 | ARCC | Ares Capital CORP | 株式-金融 | 1.17% | — | -0.81% | |
| 18 | TLTW | Ishares 20+ Bond Buywrite | ETF-その他 | 1.17% | +0.11% | +77.57% | |
| 19 | TSLX | Sixth Street Specialty Lendi | 株式-その他 | 1.15% | -0.22% | +8.12% | |
| 20 | BCD | Abrdn Bloomberg All Commodit | ETF-その他 | 1.14% | +0.42% | +149.97% | |
| 21 | OKE | Oneok INC | 株式-エネルギー | 1.10% | +0.38% | +7.54% | |
| 22 | WMB | Williams Cos INC | 株式-エネルギー | 1.10% | — | +7.54% | |
| 23 | MAA | Mid-america Apartment Comm | 株式-不動産 | 1.05% | -0.20% | +5.05% | |
| 24 | QCOM | Qualcomm INC | 株式-IT | 1.03% | -0.26% | +2.28% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.01% | — | -0.83% | |
| 26 | AFL | Aflac INC | 株式-金融 | 0.99% | — | -5.95% | |
| 27 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.99% | — | +2.19% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.97% | — | -0.13% | |
| 29 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.96% | — | +1.67% | |
| 30 | BNL | Broadstone Net Lease INC | 株式-不動産 | 0.96% | +0.34% | +7.59% | |
| 31 | SYY | Sysco CORP | 株式-生活必需品 | 0.95% | — | +2.06% | |
| 32 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.94% | +0.22% | -3.03% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.93% | — | +0.41% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.93% | — | -0.68% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.92% | — | -6.06% | |
| 36 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.91% | — | +18.12% | |
| 37 | NLY | Annaly Capital Management In | 株式-不動産 | 0.90% | +0.21% | -2.12% | |
| 38 | KVUE | Kenvue INC | 株式-生活必需品 | 0.90% | — | +27.50% | |
| 39 | PSA | Public Storage | 株式-不動産 | 0.89% | — | +5.27% | |
| 40 | PH | Parker Hannifin CORP | 株式-資本財 | 0.88% | — | +2.52% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.88% | -0.23% | +2.47% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.88% | — | -1.99% | |
| 43 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.84% | — | — | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.80% | — | +2.06% | |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.80% | +0.20% | +1.62% | |
| 46 | CTAS | Cintas CORP | 株式-資本財 | 0.80% | — | +2.47% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.79% | +0.09% | -16.68% | |
| 48 | FDUS | Fidus Investment CORP | 株式-その他 | 0.77% | — | +7.77% | |
| 49 | BCSF | Bain Capital Specialty Finan | 株式-その他 | 0.75% | — | +7.64% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | +0.14% | +105.34% |