CIK: 0001512026
申告総資産額
$14.8億
上位200銘柄を表示中（全274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 | ATO | Atmos Energy CORP | 株式-公益事業 | 15.27% | +1.32% | -0.89% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 10.55% | — | +228.60% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 8.01% | +0.20% | -0.78% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 6.65% | -0.14% | -1.79% | |
| 5 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 5.34% | +0.14% | -1.04% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 4.34% | -0.05% | -0.73% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.29% | -0.26% | +0.95% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.26% | -0.05% | +0.92% | |
| 9 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 3.02% | -0.08% | -1.29% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.12% | -0.46% | +3.25% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.04% | -1.43% | — | |
| 12 | DIVB | Ishares Core Dividend ETF | ETF-その他 | 1.77% | — | +11.44% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.68% | -0.11% | -79.59% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | -0.07% | +2469.83% | |
| 15 | CSX | Csx CORP | 株式-資本財 | 1.00% | +0.07% | +2.16% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.88% | +0.56% | -19.61% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 0.78% | +0.10% | +5.71% | |
| 18 | ARCC | Ares Capital CORP | 株式-金融 | 0.72% | -0.06% | +16.13% | |
| 19 | EXE | Expand Energy CORP | 株式-エネルギー | 0.72% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | -0.16% | +4.61% | |
| 21 | RTX | Rtx CORP | 株式-資本財 | 0.65% | — | +25.39% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | +0.10% | +7.70% | |
| 23 | AMAT | Applied Materials INC | 株式-IT | 0.56% | +0.29% | +22.50% | |
| 24 | GXDW | Global X Dorsey Wright Thema | ETF-その他 | 0.54% | — | +7.37% | |
| 25 | DOCUSD | Physicians Realty Trust | 株式-その他 | 0.54% | — | +17.59% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.50% | — | -3.11% | |
| 27 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.49% | — | +4.77% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 0.48% | +0.07% | +7.55% | |
| 29 | COP | Conocophillips | 株式-エネルギー | 0.47% | +0.17% | +8.73% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.46% | — | +0.93% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.43% | — | -13.75% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.43% | — | -1.27% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | +7.57% | |
| 34 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.41% | — | +7.58% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.39% | — | -43.38% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.39% | — | +13.12% | |
| 37 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.36% | — | -2.45% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | -0.07% | +6.59% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.34% | -0.04% | +313.84% | |
| 40 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.34% | — | +0.97% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.33% | — | -23.74% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.33% | +0.33% | -4.85% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.33% | — | -1.06% | |
| 44 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.33% | -0.04% | -1.21% | |
| 45 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.32% | — | -10.42% | |
| 46 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.32% | — | +5.51% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | +0.64% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | — | +2.24% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.29% | +0.07% | -0.28% | |
| 50 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.29% | — | +13.68% |