CIK: 0001589661
申告総資産額
$2.1億
上位200銘柄を表示中（全460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 | NEE | Nextera Energy INC | 株式-公益事業 | 32.72% | -1.04% | -1.98% | |
| 2 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 3.90% | -0.11% | +22.78% | |
| 3 | BP | Bp Plc-spons Adr | 株式-エネルギー | 3.34% | — | +0.36% | |
| 4 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 3.26% | — | -1.48% | |
| 5 | PFE | Pfizer INC | 株式-ヘルスケア | 3.11% | +0.41% | -1.11% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.96% | — | — | |
| 7 | EPD | Enterprise Products Partners | 株式-エネルギー | 2.93% | — | -0.79% | |
| 8 | WEP | Magellan Midstream Partners | 株式-その他 | 2.86% | — | — | |
| 9 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.16% | -0.25% | +0.34% | |
| 10 | BKK | Blackrock Muni 2020 Term Tr | 株式-その他 | 2.15% | — | +0.50% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 2.04% | — | +3.90% | |
| 12 | BAC | Bank Of America CORP | 株式-金融 | 2.04% | -0.20% | -0.84% | |
| 13 | UL | Unilever PLC | 株式-生活必需品 | 2.00% | — | -1.03% | |
| 14 | ✓ | Yahoo INC | 株式-その他 | 1.62% | — | -1.96% | |
| 15 | PM | Philip Morris International | 株式-生活必需品 | 1.56% | — | -0.49% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.54% | — | — | |
| 17 | SLB | Slb LTD | 株式-エネルギー | 1.52% | — | -1.08% | |
| 18 | O | Realty Income CORP | 株式-不動産 | 1.49% | — | -0.62% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.46% | +0.30% | +0.45% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.35% | +0.17% | — | |
| 21 | EXC | Exelon CORP | 株式-公益事業 | 1.32% | — | -1.37% | |
| 22 | OKE | ONEOK, Inc. | 株式-エネルギー | 1.30% | — | +4.11% | |
| 23 | COP | Conocophillips | 株式-エネルギー | 1.29% | +0.06% | -1.58% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 1.28% | +0.18% | -1.54% | |
| 25 | ACWI | iShares MSCI ACWI ETF | ETF-その他 | 1.25% | — | -1.54% | |
| 26 | PPL | Ppl CORP | 株式-公益事業 | 1.15% | — | -2.19% | |
| 27 | RCI | Rogers Communications Inc-b | 株式-その他 | 1.09% | — | -1.85% | |
| 28 | SRPT | Sarepta Therapeutics INC | 株式-ヘルスケア | 0.75% | +0.06% | +91.32% | |
| 29 | NXDR | Nextdoor Holdings, Inc. | 株式-その他 | 0.73% | — | -2.51% | |
| 30 | BRSSUSD | Global Brass & Copper Holdin | 株式-その他 | 0.54% | — | -0.91% | |
| 31 | DUK | Duke Energy CORP | 株式-公益事業 | 0.47% | — | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | +0.06% | +1.03% | |
| 33 | RYAM | Rayonier Advanced Materials | 株式-その他 | 0.45% | — | -1.88% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.45% | — | — | |
| 35 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.43% | — | +12.28% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.41% | — | — | |
| 37 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.35% | — | — | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.28% | — | +1.35% | |
| 39 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.28% | — | — | |
| 40 | T | At&t INC | 株式-通信サービス | 0.26% | +0.05% | +0.67% | |
| 41 | AAPL | Apple INC | 株式-IT | 0.25% | +0.25% | +12.13% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.24% | — | — | |
| 43 | DNREUR | Denbury Inc-pre Bankruptcy | 株式-その他 | 0.23% | — | -1.33% | |
| 44 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.21% | — | +137.50% | |
| 45 | ENB | Enbridge Inc. | 株式-エネルギー | 0.20% | — | — | |
| 46 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 0.18% | — | +18.46% | |
| 47 | TSCUSD | Tristate Capital Hldgs INC | 株式-その他 | 0.17% | — | -52.39% | |
| 48 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.16% | — | — | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.15% | +0.08% | +19.51% | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.13% | +0.12% | NEW |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SRPT | Sarepta Therapeutics INC | +0.6% | +91.32% | 増加 |
| 2 | XIFR | Xplr Infrastructure LP | +0.6% | +22.78% | 増加 |
| 3 | BAC | Bank Of America CORP | +0.3% | -0.84% | 減少 |
| 4 | AEP | American Electric Power Company, Inc. | +0.3% | +0.34% | 増加 |
| 5 | BP | Bp Plc-spons Adr | +0.3% | +0.36% | 増加 |
| 6 | PM | Philip Morris International | +0.2% | -0.49% | 減少 |
| 7 | UL | Unilever PLC | +0.1% | -1.03% | 減少 |
| 8 | SLV | Ishares Silver Trust | +0.1% | +137.50% | 増加 |
| 9 | SLB | Slb LTD | +0.1% | -1.08% | 減少 |
| 10 | RCI | Rogers Communications Inc-b | +0.1% | -1.85% | 減少 |
| 11 | BRSSUSD | Global Brass & Copper Holdin | +0.1% | -0.91% | 減少 |
| 12 | SMHC | VanEck China Semiconductor ETF | +0.1% | +12.28% | 増加 |
| 13 | RYAM | Rayonier Advanced Materials | +0.1% | -1.88% | 減少 |
| 14 | CSCO | Cisco Systems INC | +0.1% | -1.54% | 減少 |
| 15 | AAPL | Apple INC | 0% | +12.13% | 増加 |
| 16 | RDS-A | Shell Plc-spon Adr-a | 0% | +92.00% | 増加 |
| 17 | GLW | Corning INC | 0% | +1339.29% | 増加 |
| 18 | PKWUSD | Invesco Buyback Achievers Et | 0% | +18.46% | 増加 |
| 19 | WEP | Magellan Midstream Partners | 0% | — | 変化なし |
| 20 | COP | Conocophillips | 0% | -1.58% | 減少 |
| 21 | DUK | Du Pont E I De Nemour&Co | 0% | +115.93% | 増加 |
| 22 | BTT | Blackrock 2030 Muni Trgt Trm | 0% | -1.48% | 減少 |
| 23 | PFE | Pfizer INC | 0% | -1.11% | 減少 |
| 24 | CVX | Chevron CORP | 0% | +3.90% | 増加 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | — | +0.45% | 増加 |
| 26 | KMI | Kinder Morgan INC | 0% | — | 変化なし |
| 27 | BKK | Blackrock Muni 2020 Term Tr | 0% | +0.50% | 増加 |
| 28 | DUK | Duke Energy CORP | 0% | — | 変化なし |
| 29 | DNREUR | Denbury Inc-pre Bankruptcy | 0% | -1.33% | 減少 |
| 30 | KHC | The Kraft Heinz Company | 0% | -64.71% | 減少 |
| 31 | EXC | Exelon CORP | 0% | -1.37% | 減少 |
| 32 | C | Citigroup INC | 0% | -90.50% | 減少 |
| 33 | INTC | Intel CORP | 0% | -48.19% | 減少 |
| 34 | NXDR | Nextdoor Holdings, Inc. | -0.1% | -2.51% | 減少 |
| 35 | TSCUSD | Tristate Capital Hldgs INC | -0.1% | -52.39% | 減少 |
| 36 | OKE | ONEOK, Inc. | -0.1% | +4.11% | 増加 |
| 37 | PPL | Ppl CORP | -0.1% | -2.19% | 減少 |
| 38 | ✓ | Yahoo INC | -0.2% | -1.96% | 減少 |
| 39 | EPD | Enterprise Products Partners | -0.2% | -0.79% | 減少 |
| 40 | O | Realty Income CORP | -0.2% | -0.62% | 減少 |
| 41 | NSUSD | Nustar Energy LP | -0.2% | -88.53% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.4% | -89.75% | 減少 |
| 43 | NEE | Nextera Energy INC | -0.9% | -1.98% | 減少 |
| 44 | EWW | Ishares Msci Mexico ETF | — | EXIT | 全売却 |
| 45 | VAL | Valaris Limited | — | EXIT | 全売却 |
| 46 | IAUUSD | Ishares Gold Trust | — | NEW | 新規購入 |
| 47 | BBEPQUSD | Breitburn Energy Partners LP | — | EXIT | 全売却 |
| 48 | TLN | Talen Energy Corporation | — | NEW | 新規購入 |
| 49 | VPV | Invesco Pa Val Muni INC | — | EXIT | 全売却 |
| 50 | ✓ | Level 3 Communications INC | — | NEW | 新規購入 |