CIK: 0001859918
申告総資産額
$18.9億
上位200銘柄を表示中（全318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 | 9.44% | +0.15% | +0.56% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 8.55% | +0.13% | -1.78% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.52% | -0.24% | +5.74% | |
| 4 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 5.65% | +0.14% | -1.55% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.41% | -0.14% | +8.31% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.00% | — | +1.84% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 2.47% | — | +0.77% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.10% | — | -8.93% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.02% | — | +1.41% | |
| 10 | ABEQ | Absolute Select Value ETF | ETF-その他 | 1.30% | — | -0.86% | |
| 11 | FLXR | Tcw Flexible Income ETF | ETF-その他 | 1.30% | +0.08% | +8.27% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.22% | — | +4.44% | |
| 13 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.11% | -0.37% | +5.16% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.07% | -0.07% | +3.30% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.98% | — | +6.05% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.92% | — | +1.79% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 0.85% | — | -0.94% | |
| 18 | IBM | Intl Business Machines CORP | 株式-IT | 0.85% | -0.09% | +0.48% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.83% | — | +14.18% | |
| 20 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.81% | +0.09% | +8.93% | |
| 21 | MLPA | Global X Mlp ETF | ETF-その他 | 0.79% | +0.12% | +9.22% | |
| 22 | ENB | Enbridge INC | 株式-エネルギー | 0.78% | +0.09% | +6.68% | |
| 23 | IRM | Iron Mountain INC | 株式-不動産 | 0.77% | +0.19% | +10.67% | |
| 24 | T | At&t INC | 株式-通信サービス | 0.75% | +0.16% | +5.03% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.75% | — | +4.21% | |
| 26 | MAIN | Main Street Capital CORP | 株式-金融 | 0.74% | — | +11.23% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.71% | — | +6.75% | |
| 28 | NNN | Nnn Reit INC | 株式-不動産 | 0.69% | +0.10% | +13.31% | |
| 29 | ARCC | Ares Capital CORP | 株式-金融 | 0.68% | — | +14.36% | |
| 30 | MPLX | Mplx LP | 株式-エネルギー | 0.67% | +0.08% | +6.22% | |
| 31 | KEX | Kirby CORP | 株式-資本財 | 0.67% | — | +19.15% | |
| 32 | CSWC | Capital Southwest CORP | 株式-その他 | 0.67% | — | +18.44% | |
| 33 | HTGC | Hercules Capital INC | 株式-金融 | 0.66% | — | +16.88% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.65% | +0.21% | +7.98% | |
| 35 | ET | Energy Transfer LP | 株式-エネルギー | 0.64% | +0.14% | +10.86% | |
| 36 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.64% | — | +0.05% | |
| 37 | MO | Altria Group INC | 株式-生活必需品 | 0.64% | +0.13% | +7.99% | |
| 38 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.64% | — | +14.46% | |
| 39 | OKE | Oneok INC | 株式-エネルギー | 0.64% | +0.20% | +19.45% | |
| 40 | VIST | Vista Energy Sab De Cv | 株式-その他 | 0.63% | — | -3.42% | |
| 41 | HAS | Hasbro INC | 株式-一般消費財 | 0.62% | +0.09% | +10.94% | |
| 42 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.62% | +0.19% | +26.94% | |
| 43 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.60% | +0.17% | +29.12% | |
| 44 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.57% | +0.08% | +8.00% | |
| 45 | CLH | Clean Harbors INC | 株式-資本財 | 0.56% | +0.12% | +8.34% | |
| 46 | VICI | Vici Properties INC | 株式-不動産 | 0.55% | — | +12.09% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.55% | — | +8.54% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | +12.75% | |
| 49 | O | Realty Income CORP | 株式-不動産 | 0.54% | +0.09% | +13.84% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.54% | — | +7.39% |