CIK: 0001732399
申告総資産額
$4470.4万
上位200銘柄を表示中（全347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 | AAPL | Apple INC | 株式-IT | 6.68% | — | -0.79% | |
| 2 | FSK | Fs Kkr Capital CORP | 株式-金融 | 6.38% | — | -5.10% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.08% | — | -1.30% | |
| 4 | NEE | Nextera Energy INC | 株式-公益事業 | 4.13% | — | +0.22% | |
| 5 | LNT | Alliant Energy CORP | 株式-公益事業 | 3.46% | — | +0.07% | |
| 6 | WMT | Walmart INC | 株式-生活必需品 | 3.04% | — | +0.06% | |
| 7 | PECO | Phillips Edison & Company In | 株式-不動産 | 2.72% | — | -6.83% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.66% | — | -90.24% | |
| 9 | TSLA | Tesla INC | 株式-一般消費財 | 2.36% | — | +240.22% | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.31% | — | +0.43% | |
| 11 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 2.18% | — | — | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.78% | — | -6.21% | |
| 13 | XEL | Xcel Energy INC | 株式-公益事業 | 1.71% | — | +0.21% | |
| 14 | ARCC | Ares Capital CORP | 株式-金融 | 1.63% | — | +0.05% | |
| 15 | PFG | Principal Financial Group | 株式-金融 | 1.38% | — | +0.17% | |
| 16 | OTTR | Otter Tail CORP | 株式-資本財 | 1.31% | — | — | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.23% | — | +0.09% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.20% | — | +1.08% | |
| 19 | ES | Eversource Energy | 株式-公益事業 | 1.19% | — | — | |
| 20 | SH1USD | Proshares Short S&p500 | ETF-その他 | 1.16% | — | — | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.14% | — | +0.44% | |
| 22 | WEC | Wec Energy Group INC | 株式-公益事業 | 1.11% | — | — | |
| 23 | MO | Altria Group INC | 株式-生活必需品 | 1.03% | — | -18.81% | |
| 24 | CSX | Csx CORP | 株式-資本財 | 1.02% | — | +0.20% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 1.00% | — | +10.39% | |
| 26 | DE | Deere & Co | 株式-資本財 | 1.00% | — | -34.85% | |
| 27 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.97% | — | -11.78% | |
| 28 | EIX | Edison International | 株式-公益事業 | 0.94% | — | — | |
| 29 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 0.79% | — | -1.42% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.76% | — | -0.74% | |
| 31 | WMB | Williams Cos INC | 株式-エネルギー | 0.75% | — | -1.39% | |
| 32 | PSEC | Prospect Capital CORP | 株式-その他 | 0.75% | — | +0.12% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.72% | — | +0.15% | |
| 34 | CBT | Cabot CORP | 株式-素材 | 0.71% | — | -22.19% | |
| 35 | EXEL | Exelixis INC | 株式-ヘルスケア | 0.71% | — | — | |
| 36 | CMC | Commercial Metals Co | 株式-資本財 | 0.67% | — | -1.43% | |
| 37 | AEP | American Electric Power | 株式-公益事業 | 0.67% | — | — | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.65% | — | — | |
| 39 | HTGC | Hercules Capital INC | 株式-金融 | 0.58% | — | — | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.57% | — | +31.65% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.56% | — | +0.67% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | — | +0.26% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.54% | — | +0.85% | |
| 44 | EVRG | Evergy INC | 株式-公益事業 | 0.53% | — | — | |
| 45 | O | Realty Income CORP | 株式-不動産 | 0.51% | — | -23.66% | |
| 46 | PYPL | Paypal Holdings INC | 株式-金融 | 0.50% | — | — | |
| 47 | INTC | Intel CORP | 株式-IT | 0.48% | — | +0.38% | |
| 48 | LEO | Bny Mellon Strategic Muni | 株式-その他 | 0.45% | — | — | |
| 49 | RFI | Cohen & Steers Tot Ret Rlty | 株式-その他 | 0.45% | — | — | |
| 50 | TKR | Timken Co | 株式-資本財 | 0.43% | — | — |