CIK: 0001859918
申告総資産額
$18.9億
上位200銘柄を表示中（全239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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.29% | +0.15% | +5.06% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.00% | -0.24% | +4.10% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.17% | -0.14% | — | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.91% | — | +5.60% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.62% | — | +109.96% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 3.59% | — | +6.67% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.26% | — | +6.17% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.02% | -0.07% | +3.68% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.53% | — | -0.05% | |
| 10 | ABEQ | Absolute Select Value ETF | ETF-その他 | 2.45% | — | +4.59% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.57% | — | +8.44% | |
| 12 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.39% | -0.37% | +2.91% | |
| 13 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.19% | — | — | |
| 14 | CLH | Clean Harbors INC | 株式-資本財 | 1.14% | +0.12% | +3.25% | |
| 15 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.10% | +0.09% | -0.68% | |
| 16 | BERYEUR | Berry Global Group INC | 株式-その他 | 1.06% | — | +6.95% | |
| 17 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.05% | — | -0.05% | |
| 18 | MLPA | Global X Mlp ETF | ETF-その他 | 1.04% | +0.12% | -0.02% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.03% | — | — | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.92% | — | +8.35% | |
| 21 | LKQ | Lkq CORP | 株式-一般消費財 | 0.92% | — | +20.56% | |
| 22 | VIST | Vista Energy Sab De Cv | 株式-その他 | 0.80% | — | -15.68% | |
| 23 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 0.79% | — | +6.10% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.72% | — | — | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.67% | +0.09% | +6.05% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.63% | — | +6.65% | |
| 27 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.61% | +0.19% | — | |
| 28 | ENB | Enbridge INC | 株式-エネルギー | 0.60% | +0.09% | +10.64% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.58% | — | +0.53% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.58% | -0.12% | -11.47% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.57% | — | +6.58% | |
| 32 | WEP | Magellan Midstream Partners | 株式-その他 | 0.57% | — | +3.59% | |
| 33 | FDX | Fedex CORP | 株式-資本財 | 0.57% | — | +4.62% | |
| 34 | KNX | Knight-swift Transportation | 株式-資本財 | 0.57% | +0.25% | +7.28% | |
| 35 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.56% | +0.17% | — | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.56% | +0.21% | +16.13% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | +7.90% | |
| 38 | IRM | Iron Mountain INC | 株式-不動産 | 0.54% | +0.19% | +9.38% | |
| 39 | CSWC | Capital Southwest CORP | 株式-その他 | 0.53% | — | +13.11% | |
| 40 | HTGC | Hercules Capital INC | 株式-金融 | 0.53% | — | +13.06% | |
| 41 | PGR | Progressive CORP | 株式-金融 | 0.52% | — | +10.54% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.52% | -0.09% | +14.16% | |
| 43 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.52% | — | +13.05% | |
| 44 | MAIN | Main Street Capital CORP | 株式-金融 | 0.51% | — | +12.48% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | +7.42% | |
| 46 | MPLX | Mplx LP | 株式-エネルギー | 0.50% | +0.08% | +12.08% | |
| 47 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.50% | — | +5.93% | |
| 48 | ARCC | Ares Capital CORP | 株式-金融 | 0.50% | — | +14.59% | |
| 49 | OKE | Oneok INC | 株式-エネルギー | 0.49% | +0.20% | +15.93% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | — | -1.52% |