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 | PSX | Phillips 66 | 株式-エネルギー | 13.01% | +1.11% | +16.63% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 12.42% | — | — | |
| 3 | COP | Conocophillips | 株式-エネルギー | 12.22% | +1.04% | -1.14% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-その他 | 9.16% | — | +2.18% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.43% | — | +5.20% | |
| 6 | DBAW | Xtrackers Msci All World Ex | ETF-その他 | 2.71% | — | -49.10% | |
| 7 | HPI | John Hancock Prefer INC | 株式-その他 | 2.27% | — | -2.50% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.17% | — | -12.52% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.06% | +0.09% | -0.72% | |
| 10 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 2.00% | — | +19.05% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.73% | — | -32.94% | |
| 12 | HTAEUR | Healthcare Trust Of Ame-cl A | 株式-その他 | 1.41% | — | -3.49% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.31% | — | -9.78% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.12% | — | -12.56% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.11% | — | +26.36% | |
| 16 | LDSF | First Tr Low Duration St-etf | ETF-その他 | 1.09% | — | -29.04% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.03% | — | — | |
| 18 | INTC | Intel CORP | 株式-IT | 1.03% | — | -10.52% | |
| 19 | CAT | Caterpillar INC | 株式-資本財 | 0.95% | — | +1.09% | |
| 20 | XLE | Ss Energy Select Sector | ETF-その他 | 0.92% | — | +80.21% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 0.91% | — | -3.41% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.91% | — | +16.30% | |
| 23 | AFL | Aflac INC | 株式-金融 | 0.91% | — | +49.37% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.90% | — | +18.10% | |
| 25 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.88% | — | +58.76% | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.87% | — | +8.40% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.86% | — | +1.01% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | — | — | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.84% | — | -13.66% | |
| 30 | FITB | Fifth Third Bancorp | 株式-金融 | 0.84% | — | +73.26% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.82% | — | +24.05% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.81% | +0.26% | — | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.78% | — | +40.94% | |
| 34 | COF | Capital One Financial CORP | 株式-金融 | 0.77% | — | +53.61% | |
| 35 | DHI | Dr Horton INC | 株式-一般消費財 | 0.77% | — | +25.03% | |
| 36 | RTN1USD | Raytheon Company | 株式-その他 | 0.77% | — | — | |
| 37 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.70% | — | +23.36% | |
| 38 | XFFCX | Flaherty & Crumrine Pref INC | 株式-その他 | 0.66% | — | +12.98% | |
| 39 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 0.63% | — | -86.91% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.59% | -0.37% | +2.05% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | +94.39% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.55% | — | -18.48% | |
| 43 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.50% | — | +12.91% | |
| 44 | CUZ | Cousins Properties INC | 株式-不動産 | 0.49% | — | — | |
| 45 | T | At&t INC | 株式-通信サービス | 0.38% | — | +5.77% | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.36% | — | -17.19% | |
| 47 | AEP | American Electric Power | 株式-公益事業 | 0.36% | — | -2.16% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.35% | — | -0.20% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | — | +10.10% | |
| 50 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.33% | — | +13.47% |