CIK: 0001859918
申告総資産額
$18.9億
上位200銘柄を表示中（全276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 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 13.78% | +0.13% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.11% | +0.15% | +2.81% | |
| 3 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 7.47% | +0.14% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.47% | -0.24% | +6.31% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.47% | — | +26.21% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.30% | -0.14% | +8.08% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.02% | — | +5.05% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 2.97% | — | +13.16% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.06% | — | +11.65% | |
| 10 | ABEQ | Absolute Select Value ETF | ETF-その他 | 1.78% | — | -1.87% | |
| 11 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.44% | — | +59.01% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.22% | — | +7.95% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.21% | -0.07% | -45.57% | |
| 14 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.15% | -0.37% | +4.25% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.11% | — | -50.68% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.01% | — | +51.23% | |
| 17 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.89% | +0.09% | -1.61% | |
| 18 | MLPA | Global X Mlp ETF | ETF-その他 | 0.81% | +0.12% | -1.83% | |
| 19 | BERYEUR | Berry Global Group INC | 株式-その他 | 0.80% | — | +3.33% | |
| 20 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.78% | — | +6.49% | |
| 21 | VIST | Vista Energy Sab De Cv | 株式-その他 | 0.77% | — | — | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.74% | — | — | |
| 23 | CLH | Clean Harbors INC | 株式-資本財 | 0.73% | +0.12% | -17.99% | |
| 24 | LKQ | Lkq CORP | 株式-一般消費財 | 0.63% | — | +6.58% | |
| 25 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 0.60% | — | +6.88% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.58% | — | +10.33% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.57% | — | +78.27% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.54% | — | +7.70% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.50% | +0.19% | +8.07% | |
| 30 | FDX | Fedex CORP | 株式-資本財 | 0.49% | — | +6.52% | |
| 31 | CSWC | Capital Southwest CORP | 株式-その他 | 0.49% | — | +4.49% | |
| 32 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.49% | — | +15.88% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | +0.09% | +5.59% | |
| 34 | ENB | Enbridge INC | 株式-エネルギー | 0.47% | +0.09% | +15.94% | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.47% | -0.09% | +12.49% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.46% | +0.21% | +25.27% | |
| 37 | HTGC | Hercules Capital INC | 株式-金融 | 0.46% | — | +2.14% | |
| 38 | IRM | Iron Mountain INC | 株式-不動産 | 0.46% | +0.19% | +5.62% | |
| 39 | PGR | Progressive CORP | 株式-金融 | 0.45% | — | +7.16% | |
| 40 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.44% | — | +9.50% | |
| 41 | MAIN | Main Street Capital CORP | 株式-金融 | 0.44% | — | +12.23% | |
| 42 | MPLX | Mplx LP | 株式-エネルギー | 0.44% | +0.08% | +10.24% | |
| 43 | ARCC | Ares Capital CORP | 株式-金融 | 0.44% | — | +12.21% | |
| 44 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.44% | +0.17% | +8.42% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.43% | — | +7.71% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | — | +8.54% | |
| 47 | OKE | Oneok INC | 株式-エネルギー | 0.43% | +0.20% | +11.76% | |
| 48 | NNN | Nnn Reit INC | 株式-不動産 | 0.43% | +0.10% | — | |
| 49 | ET | Energy Transfer LP | 株式-エネルギー | 0.42% | +0.14% | — | |
| 50 | PPG | Ppg Industries INC | 株式-素材 | 0.41% | — | +562.30% |