CIK: 0001732399
申告総資産額
$4470.4万
上位200銘柄を表示中（全320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 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 20.92% | — | +11.78% | |
| 2 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 20.85% | — | +12.03% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 20.80% | — | +8.78% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 8.14% | — | — | |
| 5 | FSK | Fs Kkr Capital CORP | 株式-金融 | 2.19% | — | +0.79% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.89% | — | +0.08% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.49% | — | +5.44% | |
| 8 | NEE | Nextera Energy INC | 株式-公益事業 | 1.16% | — | +942.48% | |
| 9 | LNT | Alliant Energy CORP | 株式-公益事業 | 1.09% | — | -5.46% | |
| 10 | PECO | Phillips Edison & Company In | 株式-不動産 | 0.99% | — | — | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 0.81% | — | +0.14% | |
| 12 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.81% | — | +0.01% | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.70% | — | +0.57% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | — | -0.97% | |
| 15 | XEL | Xcel Energy INC | 株式-公益事業 | 0.54% | — | +0.18% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 0.50% | — | +8.88% | |
| 17 | ARCC | Ares Capital CORP | 株式-金融 | 0.49% | — | +0.05% | |
| 18 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.48% | — | -0.94% | |
| 19 | OTTR | Otter Tail CORP | 株式-資本財 | 0.40% | — | — | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | — | — | |
| 21 | DE | Deere & Co | 株式-資本財 | 0.39% | — | +54.21% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.38% | — | +0.18% | |
| 23 | MO | Altria Group INC | 株式-生活必需品 | 0.37% | — | +1.44% | |
| 24 | ES | Eversource Energy | 株式-公益事業 | 0.37% | — | — | |
| 25 | PFG | Principal Financial Group | 株式-金融 | 0.36% | — | -3.64% | |
| 26 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.35% | — | — | |
| 27 | CSX | Csx CORP | 株式-資本財 | 0.32% | — | +0.22% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.31% | — | +11.40% | |
| 29 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.31% | — | — | |
| 30 | EIX | Edison International | 株式-公益事業 | 0.30% | — | — | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.27% | — | +0.54% | |
| 32 | XLE | Ss Energy Select Sector | ETF-その他 | 0.26% | — | +883.93% | |
| 33 | CBT | Cabot CORP | 株式-素材 | 0.26% | — | — | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.26% | — | +8245.45% | |
| 35 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 0.26% | — | — | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.26% | — | +0.74% | |
| 37 | PSEC | Prospect Capital CORP | 株式-その他 | 0.24% | — | +0.12% | |
| 38 | WMB | Williams Cos INC | 株式-エネルギー | 0.24% | — | +5705.15% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.23% | — | +0.15% | |
| 40 | O | Realty Income CORP | 株式-不動産 | 0.22% | — | +5.48% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.21% | — | +10.17% | |
| 42 | AEP | American Electric Power | 株式-公益事業 | 0.21% | — | — | |
| 43 | INTC | Intel CORP | 株式-IT | 0.20% | — | +8.57% | |
| 44 | HTGC | Hercules Capital INC | 株式-金融 | 0.19% | — | — | |
| 45 | CMC | Commercial Metals Co | 株式-資本財 | 0.18% | — | — | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.17% | — | +19.16% | |
| 47 | EVRG | Evergy INC | 株式-公益事業 | 0.16% | — | — | |
| 48 | HP | Helmerich & Payne | 株式-エネルギー | 0.16% | — | — | |
| 49 | EQT | Eqt CORP | 株式-エネルギー | 0.16% | — | — | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.15% | — | +42.81% |