CIK: 0001764968
申告総資産額
$5.8億
| # | 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 | COP | Conocophillips | 株式-エネルギー | 19.22% | +1.04% | -1.03% | |
| 2 | PSX | Phillips 66 | 株式-エネルギー | 17.06% | +1.11% | -5.55% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-その他 | 8.59% | — | +61.66% | |
| 4 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 5.11% | — | +3751.38% | |
| 5 | DBAW | Xtrackers Msci All World Ex | ETF-その他 | 4.91% | — | +37.60% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.76% | — | -58.41% | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.48% | — | -57.06% | |
| 8 | HPI | John Hancock Prefer INC | 株式-その他 | 2.43% | — | -2.11% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.82% | — | — | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.54% | — | -69.75% | |
| 11 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 1.51% | — | +7.17% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.48% | +0.09% | +111.41% | |
| 13 | HTAEUR | Healthcare Trust Of Ame-cl A | 株式-その他 | 1.34% | — | -0.22% | |
| 14 | LDSF | First Tr Low Duration St-etf | ETF-その他 | 1.18% | — | — | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 1.13% | — | -0.35% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.99% | +0.44% | +0.87% | |
| 17 | INTC | Intel CORP | 株式-IT | 0.94% | — | -9.89% | |
| 18 | CAT | Caterpillar INC | 株式-資本財 | 0.88% | — | -3.90% | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.88% | — | -72.86% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 0.85% | — | +14.56% | |
| 21 | F | Ford Motor Co | 株式-一般消費財 | 0.84% | — | +12.69% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.82% | — | +9.71% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.80% | — | +1.55% | |
| 24 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.78% | — | -9.38% | |
| 25 | XLE | Ss Energy Select Sector | ETF-その他 | 0.78% | — | +2.76% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.76% | — | +24.44% | |
| 27 | COF | Capital One Financial CORP | 株式-金融 | 0.76% | — | +1.81% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.74% | — | -79.69% | |
| 29 | FITB | Fifth Third Bancorp | 株式-金融 | 0.74% | — | +2.00% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.73% | — | -13.43% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.72% | — | -0.07% | |
| 32 | DHI | Dr Horton INC | 株式-一般消費財 | 0.70% | — | +4.80% | |
| 33 | AFL | Aflac INC | 株式-金融 | 0.69% | — | +3.01% | |
| 34 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.67% | — | +1.20% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.57% | — | +79.44% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.56% | — | +83.45% | |
| 37 | XFFCX | Flaherty & Crumrine Pref INC | 株式-その他 | 0.56% | — | -1.15% | |
| 38 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.56% | — | +9.76% | |
| 39 | CUZ | Cousins Properties INC | 株式-不動産 | 0.51% | — | -0.94% | |
| 40 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.47% | — | -1.47% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | -8.13% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.42% | -0.37% | -0.08% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.36% | — | -1.37% | |
| 44 | WM | Waste Management INC | 株式-資本財 | 0.36% | — | +205.14% | |
| 45 | IQ | Iqiyi Inc-adr | 株式-その他 | 0.36% | — | -6.89% | |
| 46 | AFINUSD | Necessity Retail Reit Inc/th | 株式-その他 | 0.35% | — | -2.08% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.35% | — | +4.08% | |
| 48 | AEP | American Electric Power | 株式-公益事業 | 0.32% | — | — | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.28% | — | -3.86% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.27% | — | +8.74% |