CIK: 0001738560
申告総資産額
$2.0億
上位200銘柄を表示中（全222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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 7.47% | +1.39% | +5.98% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.40% | +0.45% | +21.66% | |
| 3 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.97% | -1.45% | +13.33% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.42% | +0.15% | -34.14% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.20% | -0.67% | +0.80% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.82% | -0.04% | +32.16% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.70% | — | +3.86% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.50% | -0.81% | +0.72% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.37% | +0.37% | -38.33% | |
| 10 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.19% | +0.28% | -32.03% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.13% | — | +59.12% | |
| 12 | COR | Cencora INC | 株式-ヘルスケア | 1.99% | -0.62% | +79.70% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.91% | — | -31.58% | |
| 14 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 1.70% | — | -20.85% | |
| 15 | BA | Boeing Co/the | 株式-資本財 | 1.64% | — | +50.90% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.45% | +0.32% | +15.48% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | — | +23.53% | |
| 18 | COP | Conocophillips | 株式-エネルギー | 1.25% | +0.25% | -2.29% | |
| 19 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 1.24% | -0.51% | +28.40% | |
| 20 | PSX | Phillips 66 | 株式-エネルギー | 1.21% | — | +8.73% | |
| 21 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.18% | — | +8.80% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.17% | — | +16.67% | |
| 23 | CASY | Casey's General Stores INC | 株式-一般消費財 | 1.11% | -0.01% | +0.94% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.09% | +1.24% | -46.37% | |
| 25 | RUSHA | Rush Enterprises Inc-cl A | 株式-一般消費財 | 1.03% | — | — | |
| 26 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.01% | — | +5.25% | |
| 27 | M | Macy's INC | 株式-一般消費財 | 1.00% | — | — | |
| 28 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.98% | -0.47% | +38.38% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.97% | — | +916.60% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.96% | +0.28% | +15.98% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | +0.19% | +5.35% | |
| 32 | RMR | Rmr Group Inc/the - A | 株式-その他 | 0.91% | — | — | |
| 33 | ACI | Albertsons Cos INC - Class A | 株式-生活必需品 | 0.90% | +0.31% | NEW | |
| 34 | WNC | Wabash National CORP | 株式-その他 | 0.89% | -0.47% | +30.87% | |
| 35 | DAL | Delta Air Lines INC | 株式-資本財 | 0.88% | +0.33% | NEW | |
| 36 | FLTB | Fidelity LTD Trm Bnd ETF | ETF-その他 | 0.88% | — | +95.65% | |
| 37 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.85% | — | +1081.51% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | — | +14.41% | |
| 39 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 0.81% | — | -2.87% | |
| 40 | GPI | Group 1 Automotive INC | 株式-一般消費財 | 0.81% | — | +20.22% | |
| 41 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.81% | +0.29% | NEW | |
| 42 | PARR | Par Pacific Holdings INC | 株式-エネルギー | 0.80% | -0.34% | +28.69% | |
| 43 | AVT | Avnet INC | 株式-IT | 0.79% | — | +51.52% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.76% | — | — | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.75% | — | +8.72% | |
| 46 | MUSA | Murphy USA INC | 株式-一般消費財 | 0.75% | — | +13.41% | |
| 47 | UVE | Universal Insurance Holdings | 株式-その他 | 0.73% | -0.46% | +7.23% | |
| 48 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.71% | -0.77% | EXIT | |
| 49 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.70% | — | — | |
| 50 | WHD | Cactus INC - A | 株式-その他 | 0.70% | — | +17.85% |