CIK: 0001929986
申告総資産額
$17.9億
上位200銘柄を表示中（全371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 | 9.23% | — | -44.00% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 2.12% | -0.51% | -32.29% | |
| 3 | FTLS | First Trust Long/short Eqty | ETF-その他 | 1.96% | -0.32% | -31.47% | |
| 4 | AMAX | Adaptive Hedged Multi-asset | ETF-その他 | 1.96% | — | -28.15% | |
| 5 | PEP | Pepsico INC | 株式-生活必需品 | 1.93% | — | -51.23% | |
| 6 | HEQT | Simplify Hedged Equity ETF | ETF-その他 | 1.87% | -0.49% | -30.74% | |
| 7 | MSM | Msc Industrial Direct Co-a | 株式-資本財 | 1.85% | — | -49.90% | |
| 8 | NUE | Nucor CORP | 株式-素材 | 1.84% | — | -51.36% | |
| 9 | GGG | Graco INC | 株式-資本財 | 1.67% | — | -52.23% | |
| 10 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 1.66% | -0.38% | -53.23% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.66% | -0.97% | -19.64% | |
| 12 | O | Realty Income CORP | 株式-不動産 | 1.64% | — | -47.34% | |
| 13 | WPC | Wp Carey INC | 株式-不動産 | 1.63% | — | -47.22% | |
| 14 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.58% | — | -48.35% | |
| 15 | BKH | Black Hills CORP | 株式-公益事業 | 1.56% | — | -49.39% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.55% | — | -47.68% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.54% | -0.43% | -30.13% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.52% | — | -28.06% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.50% | — | -46.73% | |
| 20 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.49% | — | -46.61% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.49% | — | -50.75% | |
| 22 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 1.47% | — | -34.52% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.43% | -0.39% | -26.85% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.42% | — | -62.27% | |
| 25 | CASY | Casey's General Stores INC | 株式-一般消費財 | 1.42% | — | -50.92% | |
| 26 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 1.40% | -0.44% | -28.60% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.38% | — | -47.01% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.37% | — | -52.45% | |
| 29 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.37% | -0.34% | -33.58% | |
| 30 | SYY | Sysco CORP | 株式-生活必需品 | 1.36% | — | -49.28% | |
| 31 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.32% | — | -50.16% | |
| 32 | APD | Air Products & Chemicals INC | 株式-素材 | 1.32% | — | -49.95% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 1.31% | — | -42.14% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.23% | +0.04% | -39.93% | |
| 35 | LECO | Lincoln Electric Holdings | 株式-資本財 | 1.19% | — | -46.07% | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.19% | — | -29.56% | |
| 37 | CFR | Cullen/frost Bankers INC | 株式-金融 | 1.19% | — | -47.68% | |
| 38 | TXN | Texas Instruments INC | 株式-IT | 1.19% | — | -51.52% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.12% | — | -49.53% | |
| 40 | VMI | Valmont Industries | 株式-資本財 | 1.06% | — | -53.64% | |
| 41 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 1.02% | — | -18.69% | |
| 42 | TDV | Proshares S&p Tech Dvd Arist | ETF-テック型 | 0.98% | -0.27% | -22.90% | |
| 43 | IOCT | Innovator Int Dev Power Buff | ETF-その他 | 0.97% | — | -27.59% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.97% | — | +1505.36% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.93% | — | -50.00% | |
| 46 | AGOX | Adaptive Alpha Opportunities | ETF-その他 | 0.88% | -0.36% | -38.48% | |
| 47 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型株・グロース | 0.85% | — | -26.06% | |
| 48 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 0.82% | — | -26.59% | |
| 49 | UMBF | Umb Financial CORP | 株式-金融 | 0.81% | — | -23.63% | |
| 50 | XSEP | Ft Vest U.s. Equity Enhance | ETF-その他 | 0.81% | — | -18.22% |