CIK: 0001859918
申告総資産額
$18.9億
上位200銘柄を表示中（全319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 | 7.79% | +0.13% | +0.80% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.21% | -0.24% | +6.57% | |
| 3 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 5.20% | +0.14% | +1.57% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.83% | -0.14% | +5.81% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.02% | -0.07% | +0.50% | |
| 6 | GQGU | Gqg US Equity ETF | ETF-その他 | 3.66% | +0.48% | +2.87% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.55% | +0.15% | +8.30% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 2.30% | — | +0.32% | |
| 9 | TLCI | Touchstone Intl Eqty ETF | ETF-その他 | 2.16% | — | +3.18% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.88% | — | +1.23% | |
| 11 | PCLG | Polen Focus Growth ETF | ETF-その他 | 1.79% | -1.79% | EXIT | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.63% | — | -0.10% | |
| 13 | FLXR | Tcw Flexible Income ETF | ETF-その他 | 1.35% | +0.08% | +9.80% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.28% | — | +6.97% | |
| 15 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.18% | -0.37% | +3.06% | |
| 16 | ABEQ | Absolute Select Value ETF | ETF-その他 | 1.18% | — | -2.13% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.08% | — | +6.53% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.00% | — | +16.96% | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 0.84% | -0.09% | +1.30% | |
| 20 | ENB | Enbridge INC | 株式-エネルギー | 0.82% | +0.09% | +4.28% | |
| 21 | NY4B | Clearway Energy Inc-a | 株式-その他 | 0.81% | +0.22% | +3.30% | |
| 22 | OKE | Oneok INC | 株式-エネルギー | 0.80% | +0.20% | +9.24% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.80% | — | +2.47% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.76% | — | +6.08% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.76% | — | +8.76% | |
| 26 | HTGC | Hercules Capital INC | 株式-金融 | 0.75% | — | +10.19% | |
| 27 | IRM | Iron Mountain INC | 株式-不動産 | 0.71% | +0.19% | +9.71% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | +0.09% | +2.61% | |
| 29 | MPLX | Mplx LP | 株式-エネルギー | 0.71% | +0.08% | +4.54% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.71% | +0.21% | +16.22% | |
| 31 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.71% | +0.19% | +7.59% | |
| 32 | TSLX | Sixth Street Specialty Lendi | 株式-その他 | 0.71% | — | +10.47% | |
| 33 | ARCC | Ares Capital CORP | 株式-金融 | 0.71% | — | +10.78% | |
| 34 | NNN | Nnn Reit INC | 株式-不動産 | 0.70% | +0.10% | +9.77% | |
| 35 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.69% | +0.17% | +7.93% | |
| 36 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.69% | — | +17.56% | |
| 37 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.68% | — | +12.96% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.68% | +0.16% | +9.58% | |
| 39 | HAS | Hasbro INC | 株式-一般消費財 | 0.67% | +0.09% | +4.58% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | — | +3.66% | |
| 41 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.67% | +0.09% | -10.25% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.66% | — | +2.10% | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.65% | +0.13% | +8.48% | |
| 44 | MLPA | Global X Mlp ETF | ETF-その他 | 0.65% | +0.12% | -10.64% | |
| 45 | CRH | CRH plc | 株式-素材 | 0.65% | — | -9.00% | |
| 46 | ET | Energy Transfer LP | 株式-エネルギー | 0.63% | +0.14% | +8.29% | |
| 47 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.63% | +0.08% | +3.90% | |
| 48 | CIEN | Ciena CORP | 株式-IT | 0.60% | -0.22% | -7.17% | |
| 49 | WPC | Wp Carey INC | 株式-不動産 | 0.59% | — | +7.03% | |
| 50 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.59% | — | -12.27% |