CIK: 0001929986
申告総資産額
$17.9億
上位200銘柄を表示中（全373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 | AAPL | Apple INC | 株式-IT | 6.40% | — | +3.04% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.87% | — | +8.09% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.48% | -0.97% | -11.30% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.84% | -0.51% | -28.66% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.83% | -0.43% | -19.36% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.76% | -0.39% | +58.73% | |
| 7 | PEP | Pepsico INC | 株式-生活必需品 | 1.66% | — | +37.75% | |
| 8 | HEQT | Simplify Hedged Equity ETF | ETF-その他 | 1.65% | -0.49% | — | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.58% | — | +11.24% | |
| 10 | WPC | Wp Carey INC | 株式-不動産 | 1.57% | — | +27.05% | |
| 11 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.55% | — | +69.31% | |
| 12 | BKH | Black Hills CORP | 株式-公益事業 | 1.46% | — | +23.55% | |
| 13 | NUE | Nucor CORP | 株式-素材 | 1.46% | — | +16.10% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.44% | — | +5.34% | |
| 15 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.43% | — | +0.28% | |
| 16 | O | Realty Income CORP | 株式-不動産 | 1.43% | — | +11.69% | |
| 17 | FTLS | First Trust Long/short Eqty | ETF-その他 | 1.42% | -0.32% | -18.29% | |
| 18 | MSM | Msc Industrial Direct Co-a | 株式-資本財 | 1.42% | — | +8.20% | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.27% | — | +9.29% | |
| 20 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.27% | -0.34% | -20.40% | |
| 21 | CASY | Casey's General Stores INC | 株式-一般消費財 | 1.25% | — | +11.52% | |
| 22 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.25% | — | +19.33% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.24% | — | +1603.80% | |
| 24 | SYY | Sysco CORP | 株式-生活必需品 | 1.23% | — | +15.30% | |
| 25 | GGG | Graco INC | 株式-資本財 | 1.21% | — | +12.94% | |
| 26 | APD | Air Products & Chemicals INC | 株式-素材 | 1.20% | — | +19.76% | |
| 27 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.15% | — | +12.08% | |
| 28 | TGT | Target CORP | 株式-一般消費財 | 1.13% | — | +39.06% | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.09% | — | +1271.03% | |
| 30 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 1.09% | -0.44% | +86.78% | |
| 31 | AMAX | Adaptive Hedged Multi-asset | ETF-その他 | 1.08% | — | -11.66% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.07% | — | +9.23% | |
| 33 | MDT | Medtronic plc | 株式-ヘルスケア | 1.05% | — | +10.24% | |
| 34 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.04% | — | +101.26% | |
| 35 | AGOX | Adaptive Alpha Opportunities | ETF-その他 | 1.03% | -0.36% | -25.76% | |
| 36 | TXN | Texas Instruments INC | 株式-IT | 1.02% | — | +18.08% | |
| 37 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.99% | — | -2.39% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.98% | — | -2.08% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.94% | — | +2005.11% | |
| 40 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.94% | — | +55.35% | |
| 41 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 0.93% | — | +45.25% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.93% | — | -6.92% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.91% | — | +0.68% | |
| 44 | CFR | Cullen/frost Bankers INC | 株式-金融 | 0.85% | — | -0.38% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.83% | +0.44% | +9.02% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | +1.55% | +31.52% | |
| 47 | SECT | Main Sector Rotation ETF | ETF-その他 | 0.75% | — | -1.36% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | — | +1857.54% | |
| 49 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.74% | -0.38% | — | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | — | -0.42% |