CIK: 0001855567
申告総資産額
$8.0億
上位200銘柄を表示中（全210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 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 7.41% | — | +12.75% | |
| 2 | TDW | Tidewater INC | 株式-エネルギー | 5.42% | — | +89.55% | |
| 3 | AMLP | Alerian Mlp ETF | ETF-その他 | 4.75% | +1.51% | +15.68% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.95% | +1.06% | -0.93% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.84% | +0.78% | +2.59% | |
| 6 | ARCC | Ares Capital CORP | 株式-金融 | 3.75% | — | +10.82% | |
| 7 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 2.56% | — | +4.37% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.48% | -0.27% | +0.31% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.03% | -0.71% | -0.65% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.71% | — | -1.86% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.61% | — | +15.73% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.20% | — | +10.45% | |
| 13 | FNOV | Ft Vest US Equity Buffer ETF | ETF-その他 | 1.17% | — | +2.62% | |
| 14 | PLD | Prologis INC | 株式-不動産 | 1.12% | +0.11% | -9.87% | |
| 15 | AMT | American Tower CORP | 株式-不動産 | 1.06% | — | +44.66% | |
| 16 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.05% | — | +2.65% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.05% | — | +2.63% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.98% | +0.46% | +5.24% | |
| 19 | EQIX | Equinix INC | 株式-不動産 | 0.94% | +0.22% | +5.35% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.93% | -0.21% | -2.66% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.91% | — | +113.57% | |
| 22 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.87% | — | +0.51% | |
| 23 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.86% | +0.15% | +17.16% | |
| 24 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.86% | — | +2.27% | |
| 25 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.82% | — | +43.25% | |
| 26 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.81% | +0.06% | +8.06% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.78% | — | +5.78% | |
| 28 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.76% | — | +3.83% | |
| 29 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.70% | -0.72% | EXIT | |
| 30 | ASML | ASML Holding N.V. | 株式-IT | 0.69% | +0.23% | +4.94% | |
| 31 | CCI | Crown Castle INC | 株式-不動産 | 0.68% | — | +63.79% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.67% | -0.44% | -3.34% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | +0.09% | +8.29% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.62% | — | +22.74% | |
| 35 | COP | Conocophillips | 株式-エネルギー | 0.62% | — | -1.26% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.61% | -0.27% | -5.75% | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.60% | -0.42% | -2.03% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | -0.13% | +5.00% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | — | +3.39% | |
| 40 | SPG | Simon Property Group INC | 株式-不動産 | 0.55% | +0.04% | +11.31% | |
| 41 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.53% | +0.07% | +22.65% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | — | +1.94% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | — | +4.69% | |
| 44 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.49% | +0.06% | +7.61% | |
| 45 | PSA | Public Storage | 株式-不動産 | 0.49% | — | -3.94% | |
| 46 | WELL | Welltower INC | 株式-不動産 | 0.49% | +0.18% | +9.16% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | +0.11% | +14.82% | |
| 48 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.47% | +0.11% | +6.00% | |
| 49 | UL | Unilever PLC | 株式-生活必需品 | 0.46% | — | +12.37% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | +6.52% |