CIK: 0001639943
申告総資産額
$5.2億
上位200銘柄を表示中（全259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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 10.66% | +0.86% | +3.85% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.52% | — | +14.35% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.47% | -0.20% | +2.07% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.30% | +0.37% | +6.24% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.01% | — | -2.48% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.57% | — | -6.81% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.45% | — | +19.04% | |
| 8 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.41% | — | +19.86% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.34% | -0.11% | -3.18% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.32% | — | +23.76% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.23% | — | -0.95% | |
| 12 | T | At&t INC | 株式-通信サービス | 1.17% | — | +30.16% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.17% | — | -0.60% | |
| 14 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 1.16% | — | +14.55% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.16% | +1.57% | -1.87% | |
| 16 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.13% | — | +25.38% | |
| 17 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.10% | — | -26.54% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.10% | — | +16.23% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.08% | -0.29% | -0.71% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.07% | — | +1.88% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.05% | — | +113.21% | |
| 22 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 1.01% | — | +0.63% | |
| 23 | XLE | Ss Energy Select Sector | ETF-その他 | 0.97% | — | +27.26% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.97% | — | +6.09% | |
| 25 | WPC | Wp Carey INC | 株式-不動産 | 0.96% | — | +25.43% | |
| 26 | TGT | Target CORP | 株式-一般消費財 | 0.95% | — | -6.59% | |
| 27 | NUE | Nucor CORP | 株式-素材 | 0.94% | — | +35.81% | |
| 28 | EMR | Emerson Electric Co | 株式-資本財 | 0.94% | — | +21.68% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | -0.15% | +17.44% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.93% | — | +0.89% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.90% | — | +11.03% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.88% | — | -22.38% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.87% | — | -0.31% | |
| 34 | PSPUSD | Invesco Global Listed Privat | ETF-その他 | 0.84% | — | — | |
| 35 | ALB | Albemarle CORP | 株式-素材 | 0.82% | — | +142.82% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.80% | — | +3.44% | |
| 37 | VMI | Valmont Industries | 株式-資本財 | 0.79% | — | +53.31% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.75% | — | +8.33% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.71% | +0.08% | -6.03% | |
| 40 | CLNCGBP | Brightspire Capital INC | 株式-その他 | 0.71% | — | — | |
| 41 | DISCAUSD | Discovery INC - A | 株式-その他 | 0.69% | — | -13.94% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | — | +2.05% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.67% | -0.11% | +30.17% | |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.66% | — | -1.50% | |
| 45 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.66% | — | +22.91% | |
| 46 | GOLF | Acushnet Holdings CORP | 株式-その他 | 0.64% | — | -16.48% | |
| 47 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.63% | — | +36.22% | |
| 48 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.61% | — | +78.40% | |
| 49 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.61% | — | -0.85% | |
| 50 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.60% | — | +29.34% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PEP | Pepsico INC | +0.5% | +113.21% | 増加 |
| 2 | ALB | Albemarle CORP | +0.5% | +142.82% | 増加 |
| 3 | DGRO | Ishares Core Dividend Growth | +0.4% | +14.35% | 増加 |
| 4 | BXUSD | Blackstone Group Lp/the | +0.4% | +481.55% | 増加 |
| 5 | AAPL | Apple INC | +0.3% | +2.07% | 増加 |
| 6 | VMI | Valmont Industries | +0.3% | +53.31% | 増加 |
| 7 | LOW | Lowe's Cos INC | +0.3% | +19.86% | 増加 |
| 8 | XLE | Ss Energy Select Sector | +0.3% | +27.26% | 増加 |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +23.76% | 増加 |
| 10 | PTLAEUR | Portola Pharmaceuticals INC | +0.2% | +341.99% | 増加 |
| 11 | XLK | Ss Technology Select Sector | +0.2% | +19.04% | 増加 |
| 12 | CASY | Casey's General Stores INC | +0.2% | +78.40% | 増加 |
| 13 | XOM | Exxon Mobil CORP | +0.2% | +6.24% | 増加 |
| 14 | NUE | Nucor CORP | +0.2% | +35.81% | 増加 |
| 15 | GPC | Genuine Parts Co | +0.2% | +25.38% | 増加 |
| 16 | WPC | Wp Carey INC | +0.2% | +25.43% | 増加 |
| 17 | BDX | Becton Dickinson And Co | +0.2% | +29.34% | 増加 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -3.18% | 減少 |
| 19 | EMR | Emerson Electric Co | +0.1% | +21.68% | 増加 |
| 20 | T | At&t INC | +0.1% | +30.16% | 増加 |
| 21 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +46.87% | 増加 |
| 22 | ABT | Abbott Laboratories | +0.1% | +16.23% | 増加 |
| 23 | WMT | Walmart INC | +0.1% | +30.17% | 増加 |
| 24 | FEX | First Trust Large Cap Core A | +0.1% | +22.91% | 増加 |
| 25 | VZ | Verizon Communications INC | +0.1% | +46.59% | 増加 |
| 26 | FSICUSD | Fs Kkr Capital CORP | +0.1% | +14.55% | 増加 |
| 27 | CFR | Cullen/frost Bankers INC | +0.1% | +24.98% | 増加 |
| 28 | CINF | Cincinnati Financial CORP | +0.1% | +36.22% | 増加 |
| 29 | MDT | Medtronic plc | -0.2% | -23.40% | 減少 |
| 30 | COST | Costco Wholesale CORP | -0.2% | -22.38% | 減少 |
| 31 | DEO | Diageo Plc-sponsored Adr | -0.3% | -69.64% | 減少 |
| 32 | JPM | Jpmorgan Chase & Co | -0.3% | -6.81% | 減少 |
| 33 | SHW | Sherwin-williams Co/the | -0.4% | -86.80% | 減少 |
| 34 | FTSM | First Trust Enh Short Mat Fd | -0.5% | -26.54% | 減少 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -1.1% | +3.85% | 増加 |
| 36 | PSPUSD | Invesco Global Listed Privat | — | NEW | 新規購入 |
| 37 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | 全売却 |
| 38 | CLNCGBP | Brightspire Capital INC | — | NEW | 新規購入 |
| 39 | ✓ | Colony Northstar Cr Real Estate INC Cl A | — | EXIT | 全売却 |
| 40 | SRCIEUR | Src Energy INC | — | EXIT | 全売却 |
| 41 | BKH | Black Hills CORP | — | NEW | 新規購入 |
| 42 | PGX | Invesco Preferred ETF | — | NEW | 新規購入 |
| 43 | ✓ | — | EXIT | 全売却 | |
| 44 | ✓ | Powershares ETF Tr Ii | — | EXIT | 全売却 |
| 45 | VRP | Invesco Variable Rate Prefer | — | NEW | 新規購入 |
| 46 | SPHD | Invesco S&p 500 High Dividen | — | NEW | 新規購入 |
| 47 | PRF | Invesco Rafi US 1000 ETF | — | NEW | 新規購入 |
| 48 | AOR | Ishares Core 60/40 Balanced | — | EXIT | 全売却 |
| 49 | ✓ | Powershares ETF Tr Ii | — | EXIT | 全売却 |
| 50 | PRFUSD | Invesco Ftse Rafi US 1000 Et | — | EXIT | 全売却 |