CIK: 0001639943
申告総資産額
$5.2億
上位200銘柄を表示中（全250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 | 10.71% | +0.86% | -0.62% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.75% | -0.20% | +1.48% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.58% | — | -9.25% | |
| 4 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 3.86% | — | — | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.48% | — | — | |
| 6 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 3.40% | — | — | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.99% | +0.37% | +3.93% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.86% | — | +5.31% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.58% | — | +7.91% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.49% | — | +41.02% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.26% | — | +11.12% | |
| 12 | WPC | Wp Carey INC | 株式-不動産 | 1.18% | — | +33.34% | |
| 13 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.17% | — | +2.44% | |
| 14 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.16% | — | +6.15% | |
| 15 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.16% | — | -3.04% | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.14% | — | +2.04% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.13% | — | +49.18% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.11% | +1.57% | +9.35% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | -0.15% | +5.59% | |
| 20 | T | At&t INC | 株式-通信サービス | 1.06% | — | +10.38% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.05% | — | +5.62% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.03% | — | +3.45% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.01% | — | +26.91% | |
| 24 | ALB | Albemarle CORP | 株式-素材 | 0.97% | — | +30.39% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.93% | -0.29% | +4.93% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.92% | — | +3.36% | |
| 27 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.91% | — | +7.24% | |
| 28 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.89% | — | +0.78% | |
| 29 | NUE | Nucor CORP | 株式-素材 | 0.89% | — | +9.25% | |
| 30 | EMR | Emerson Electric Co | 株式-資本財 | 0.87% | — | +6.97% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | -0.11% | +2.02% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.83% | — | +7.61% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.80% | — | -0.96% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.80% | — | -2.75% | |
| 35 | TGT | Target CORP | 株式-一般消費財 | 0.78% | — | +1.57% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.73% | — | +2.11% | |
| 37 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.72% | — | +5.92% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.71% | — | — | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.70% | — | -7.69% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.69% | -0.11% | +4.86% | |
| 41 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.68% | — | -31.03% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | — | +5.29% | |
| 43 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.63% | — | -4.32% | |
| 44 | CLNCGBP | Brightspire Capital INC | 株式-その他 | 0.60% | — | +7.95% | |
| 45 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.59% | — | +7.33% | |
| 46 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.58% | — | -0.49% | |
| 47 | VMI | Valmont Industries | 株式-資本財 | 0.58% | — | +0.55% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | +0.08% | -6.55% | |
| 49 | MDT | Medtronic plc | 株式-ヘルスケア | 0.57% | — | +3.27% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.56% | — | +8.60% |