CIK: 0001859918
申告総資産額
$18.9億
上位200銘柄を表示中（全287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 | 13.19% | +0.13% | +1.94% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.27% | +0.15% | +4.03% | |
| 3 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 7.23% | +0.14% | +4.17% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.72% | -0.24% | +5.35% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.31% | — | +7.09% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.28% | -0.14% | -0.04% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.97% | — | +5.34% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 2.90% | — | +3.80% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.97% | — | +1.45% | |
| 10 | ABEQ | Absolute Select Value ETF | ETF-その他 | 1.66% | — | +0.78% | |
| 11 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.44% | — | +11.87% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.25% | -0.07% | +3.98% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.22% | — | +0.05% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.20% | — | +3.83% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.03% | — | +1.06% | |
| 16 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.02% | -0.37% | +3.97% | |
| 17 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.81% | — | — | |
| 18 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.80% | +0.09% | -0.38% | |
| 19 | BERYEUR | Berry Global Group INC | 株式-その他 | 0.79% | — | +1.57% | |
| 20 | LKQ | Lkq CORP | 株式-一般消費財 | 0.73% | — | +33.95% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.73% | — | — | |
| 22 | MLPA | Global X Mlp ETF | ETF-その他 | 0.72% | +0.12% | — | |
| 23 | CLH | Clean Harbors INC | 株式-資本財 | 0.70% | +0.12% | +4.19% | |
| 24 | VIST | Vista Energy Sab De Cv | 株式-その他 | 0.66% | — | — | |
| 25 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 0.61% | — | +3.10% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.58% | — | -0.17% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.57% | — | -0.06% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.51% | +0.21% | +6.94% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.51% | -0.09% | +4.40% | |
| 30 | ENB | Enbridge INC | 株式-エネルギー | 0.51% | +0.09% | +11.17% | |
| 31 | IRM | Iron Mountain INC | 株式-不動産 | 0.51% | +0.19% | +5.03% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.49% | — | +8.87% | |
| 33 | NNN | Nnn Reit INC | 株式-不動産 | 0.49% | +0.10% | +3.88% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | +0.09% | +7.23% | |
| 35 | CSWC | Capital Southwest CORP | 株式-その他 | 0.48% | — | +5.45% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.47% | — | +0.28% | |
| 37 | PGR | Progressive CORP | 株式-金融 | 0.47% | — | +2.27% | |
| 38 | RBA | Rb Global INC | 株式-資本財 | 0.46% | — | +92.08% | |
| 39 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.45% | — | +7.20% | |
| 40 | HTGC | Hercules Capital INC | 株式-金融 | 0.45% | — | +9.00% | |
| 41 | OKE | Oneok INC | 株式-エネルギー | 0.45% | +0.20% | +6.14% | |
| 42 | MAIN | Main Street Capital CORP | 株式-金融 | 0.45% | — | +7.46% | |
| 43 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.45% | +0.19% | — | |
| 44 | FDX | Fedex CORP | 株式-資本財 | 0.44% | — | +4.75% | |
| 45 | ARCC | Ares Capital CORP | 株式-金融 | 0.44% | — | +7.76% | |
| 46 | MPLX | Mplx LP | 株式-エネルギー | 0.43% | +0.08% | +6.48% | |
| 47 | PPG | Ppg Industries INC | 株式-素材 | 0.43% | — | +3.40% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.43% | +0.16% | +5.79% | |
| 49 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.42% | +0.17% | — | |
| 50 | KNX | Knight-swift Transportation | 株式-資本財 | 0.42% | +0.25% | +2.90% |