CIK: 0002034073
申告総資産額
$1.9億
| # | 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 | 7.84% | -0.71% | -4.01% | |
| 2 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 5.32% | — | +29.91% | |
| 3 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 3.70% | +2.14% | +16.44% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.30% | -0.50% | -1.15% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.17% | -0.56% | +0.42% | |
| 6 | MO | Altria Group INC | 株式-生活必需品 | 2.76% | +0.27% | +8.30% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.60% | +0.43% | +0.45% | |
| 8 | CME | Cme Group INC | 株式-金融 | 2.50% | +0.10% | +3.99% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.35% | — | -1.32% | |
| 10 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 2.20% | -1.74% | EXIT | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.02% | +0.07% | +7.58% | |
| 12 | LB | Landbridge Co Llc-a | 株式-その他 | 1.88% | +0.60% | +29.49% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.86% | +0.27% | -9.84% | |
| 14 | CBOE | Cboe Global Markets INC | 株式-金融 | 1.83% | +0.16% | +3.12% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.76% | -0.25% | -0.48% | |
| 16 | BNL | Broadstone Net Lease INC | 株式-不動産 | 1.66% | — | -25.54% | |
| 17 | WINA | Winmark CORP | 株式-その他 | 1.66% | -0.61% | +1.68% | |
| 18 | HSY | Hershey Co/the | 株式-生活必需品 | 1.65% | +0.15% | -0.25% | |
| 19 | NDAQ | Nasdaq INC | 株式-金融 | 1.64% | -0.26% | +2.76% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 1.51% | +0.09% | — | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.36% | — | -6.12% | |
| 22 | ICE | Intercontinental Exchange In | 株式-金融 | 1.33% | — | +4.98% | |
| 23 | TRI4EUR | Thomson Reuters CORP | 株式-その他 | 1.33% | -0.77% | EXIT | |
| 24 | CASY | Casey's General Stores INC | 株式-一般消費財 | 1.32% | +0.32% | — | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.32% | -0.18% | -2.22% | |
| 26 | BLK | Blackrock INC | 株式-金融 | 1.30% | — | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.30% | -0.29% | +1.24% | |
| 28 | JSCP | Jpmorgan Short Duration Core | ETF-その他 | 1.22% | — | +11.34% | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.20% | +0.16% | -3.20% | |
| 30 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.17% | -0.21% | -14.01% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.16% | — | +1.37% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 1.16% | +0.18% | +19.38% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.14% | +0.12% | — | |
| 34 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.05% | +0.13% | -2.17% | |
| 35 | TSCO | Tractor Supply Company | 株式-一般消費財 | 1.04% | — | -8.39% | |
| 36 | DHR | Danaher CORP | 株式-ヘルスケア | 0.91% | -0.20% | -47.12% | |
| 37 | WHR | Whirlpool CORP | 株式-一般消費財 | 0.89% | -0.45% | +12.91% | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 0.78% | — | -1.61% | |
| 39 | AXP | American Express Co | 株式-金融 | 0.76% | -0.18% | — | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.74% | — | -0.52% | |
| 41 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 0.73% | +0.11% | +0.43% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.73% | -0.15% | — | |
| 43 | PBT | Permian Basin Royalty Trust | 株式-その他 | 0.72% | +0.13% | -3.95% | |
| 44 | TROW | T Rowe Price Group INC | 株式-金融 | 0.68% | — | -3.86% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.68% | — | +19.54% | |
| 46 | PWR | Quanta Services INC | 株式-資本財 | 0.64% | +0.16% | -5.80% | |
| 47 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.64% | — | -3.31% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | — | |
| 49 | WFC | Wells Fargo & Co | 株式-金融 | 0.61% | — | -0.78% | |
| 50 | MCO | Moody's CORP | 株式-金融 | 0.61% | — | — |