CIK: 0001929986
申告総資産額
$17.9億
上位200銘柄を表示中（全394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 | 6.69% | — | +0.05% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.90% | — | +2.79% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.52% | -0.97% | +0.68% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.87% | -0.39% | +5.65% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.79% | -0.51% | -2.69% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.77% | -0.43% | -0.93% | |
| 7 | WPC | Wp Carey INC | 株式-不動産 | 1.64% | — | +1.42% | |
| 8 | PEP | Pepsico INC | 株式-生活必需品 | 1.61% | — | +3.79% | |
| 9 | HEQT | Simplify Hedged Equity ETF | ETF-その他 | 1.59% | -0.49% | +0.09% | |
| 10 | NUE | Nucor CORP | 株式-素材 | 1.57% | — | +0.99% | |
| 11 | O | Realty Income CORP | 株式-不動産 | 1.45% | — | +0.40% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.42% | — | +2.18% | |
| 13 | MSM | Msc Industrial Direct Co-a | 株式-資本財 | 1.41% | — | +0.39% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.39% | — | +1.66% | |
| 15 | FTLS | First Trust Long/short Eqty | ETF-その他 | 1.37% | -0.32% | +0.07% | |
| 16 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.35% | — | +3.72% | |
| 17 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.34% | — | +1.81% | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.31% | -0.34% | -1.60% | |
| 19 | BKH | Black Hills CORP | 株式-公益事業 | 1.31% | — | +2.28% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.27% | — | +0.90% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.27% | — | +14.46% | |
| 22 | TGT | Target CORP | 株式-一般消費財 | 1.24% | — | +0.92% | |
| 23 | GGG | Graco INC | 株式-資本財 | 1.23% | — | -0.73% | |
| 24 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.20% | — | +1.31% | |
| 25 | SYY | Sysco CORP | 株式-生活必需品 | 1.14% | — | +3.82% | |
| 26 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.13% | — | +2.00% | |
| 27 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 1.11% | — | +23.54% | |
| 28 | CASY | Casey's General Stores INC | 株式-一般消費財 | 1.10% | — | +1.84% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.10% | — | +0.20% | |
| 30 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 1.08% | -0.44% | -2.51% | |
| 31 | AMAX | Adaptive Hedged Multi-asset | ETF-その他 | 1.06% | — | +0.68% | |
| 32 | APD | Air Products & Chemicals INC | 株式-素材 | 1.06% | — | +1.14% | |
| 33 | CFR | Cullen/frost Bankers INC | 株式-金融 | 1.05% | — | +34.67% | |
| 34 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.04% | — | +0.62% | |
| 35 | TXN | Texas Instruments INC | 株式-IT | 1.01% | — | +1.24% | |
| 36 | AGOX | Adaptive Alpha Opportunities | ETF-その他 | 1.01% | -0.36% | -4.45% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.96% | — | -2.91% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.95% | +0.44% | +13.95% | |
| 39 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.95% | — | +1.04% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.94% | — | +33.50% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.91% | — | -1.31% | |
| 42 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.89% | -0.38% | +24.95% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | — | -1.50% | |
| 44 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.81% | — | -8.52% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.81% | +1.55% | +2.13% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.79% | — | -0.45% | |
| 47 | SECT | Main Sector Rotation ETF | ETF-その他 | 0.78% | — | +2.39% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.76% | — | -0.36% | |
| 49 | LECO | Lincoln Electric Holdings | 株式-資本財 | 0.70% | — | — | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.64% | — | -5.85% |