CIK: 0001484540
申告総資産額
$1.8億
| # | 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 | 11.12% | — | +452.81% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.25% | -0.30% | +1004.86% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.90% | -0.34% | +959.48% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.92% | — | +78.22% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.13% | — | +19084.59% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.49% | — | +113.98% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.35% | — | +385.95% | |
| 8 | FXG | First Trust Consumer Staples | ETF-その他 | 2.24% | — | +34.36% | |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 2.13% | — | +79.67% | |
| 10 | WMB | Williams Cos INC | 株式-エネルギー | 2.04% | — | +46.46% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.99% | — | +82.04% | |
| 12 | VLO | Valero Energy CORP | 株式-エネルギー | 1.96% | — | +67.70% | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.92% | — | +55.90% | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.80% | — | +33.82% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.68% | — | +200.39% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.59% | +0.41% | +27.88% | |
| 17 | TXN | Texas Instruments INC | 株式-IT | 1.59% | — | +46.86% | |
| 18 | UCON | First Trust Smith Unconstrai | ETF-その他 | 1.58% | — | +25.97% | |
| 19 | COR | Cencora INC | 株式-ヘルスケア | 1.54% | — | +48.90% | |
| 20 | FDX | Fedex CORP | 株式-資本財 | 1.54% | — | +95.60% | |
| 21 | BGS | B&g Foods INC | 株式-その他 | 1.41% | — | — | |
| 22 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.35% | — | +45.70% | |
| 23 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 1.30% | — | — | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.26% | — | +663.64% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 1.25% | — | +93.21% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.23% | — | +135.56% | |
| 27 | HSY | Hershey Co/the | 株式-生活必需品 | 1.20% | — | +41.08% | |
| 28 | LAND | Gladstone Land CORP | 株式-その他 | 1.20% | — | +61.40% | |
| 29 | FPEI | First Trust Institutional Pr | ETF-その他 | 1.17% | — | +59.69% | |
| 30 | AMD | Advanced Micro Devices | 株式-IT | 1.05% | -0.51% | +208.43% | |
| 31 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 1.02% | — | — | |
| 32 | TMUS | T-mobile US INC | 株式-通信サービス | 1.00% | — | — | |
| 33 | PSF | Cohen & Steers Select Prefer | 株式-その他 | 1.00% | — | +53.70% | |
| 34 | OKE | Oneok INC | 株式-エネルギー | 0.98% | — | +50.35% | |
| 35 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.96% | -0.44% | +59.40% | |
| 36 | SLRC | Slr Investment CORP | 株式-その他 | 0.95% | — | +64.06% | |
| 37 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.91% | — | +25.20% | |
| 38 | EQIX | Equinix INC | 株式-不動産 | 0.89% | — | +38.58% | |
| 39 | ARCC | Ares Capital CORP | 株式-金融 | 0.87% | — | +66.62% | |
| 40 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 0.85% | — | — | |
| 41 | STAG | Stag Industrial INC | 株式-不動産 | 0.78% | — | +71.38% | |
| 42 | VUG | Vanguard Growth ETF | ETF-その他 | 0.77% | -0.62% | +43.84% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | — | +234.01% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | — | — | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | +132.70% | |
| 46 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.59% | — | — | |
| 47 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.57% | -1.03% | +58.60% | |
| 48 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 0.57% | -0.31% | +5.45% | |
| 49 | TRTN-PA | Triton International Limited | 株式-その他 | 0.56% | — | +36.76% | |
| 50 | BNDDUSD | Quadratic Deflation ETF | ETF-その他 | 0.56% | — | +31.71% |