CIK: 0001723681
申告総資産額
$7.0億
| # | 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 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 17.63% | — | — | |
| 2 | XLV | Ss Health Care Select Sector | ETF-その他 | 6.75% | — | — | |
| 3 | EPD | Enterprise Products Partners | 株式-エネルギー | 5.69% | — | — | |
| 4 | ✓ | Blackrock Munihldgs Fd Ii In | 株式-その他 | 4.67% | — | — | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.25% | — | — | |
| 6 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 3.17% | — | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.65% | — | — | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.46% | +0.03% | — | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.32% | -0.06% | EXIT | |
| 10 | AAPL | Apple INC | 株式-IT | 1.91% | -0.14% | — | |
| 11 | MMM | 3m Co | 株式-資本財 | 1.85% | +0.01% | — | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.83% | +0.04% | — | |
| 13 | MFAUSD | Mfa Financial INC | 株式-その他 | 1.73% | — | — | |
| 14 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.60% | — | — | |
| 15 | NSUSD | Nustar Energy LP | 株式-その他 | 1.50% | — | — | |
| 16 | TGT | Target CORP | 株式-一般消費財 | 1.37% | — | — | |
| 17 | INTC | Intel CORP | 株式-IT | 1.27% | +0.04% | NEW | |
| 18 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.22% | — | — | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.21% | — | — | |
| 20 | BPLUSD | Buckeye Partners LP | 株式-その他 | 1.18% | — | — | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.13% | — | — | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.13% | — | — | |
| 23 | ET | Energy Transfer LP | 株式-エネルギー | 1.12% | — | — | |
| 24 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 1.09% | — | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.07% | +0.36% | — | |
| 26 | PAYX | Paychex INC | 株式-IT | 1.01% | — | — | |
| 27 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.98% | — | — | |
| 28 | KXI | Ishares Global Consumer Stap | ETF-その他 | 0.98% | — | — | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.87% | +0.05% | NEW | |
| 30 | C | Citigroup INC | 株式-金融 | 0.85% | — | — | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.80% | +0.08% | — | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | -0.01% | — | |
| 33 | KKR | KKR & Co. Inc. | 株式-金融 | 0.78% | — | — | |
| 34 | ✓ | Clearbridge | 株式-その他 | 0.76% | — | — | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.71% | — | — | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.71% | — | — | |
| 37 | PII | Polaris INC | 株式-一般消費財 | 0.69% | — | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.68% | +0.02% | — | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | — | — | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.67% | — | — | |
| 41 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 0.66% | — | — | |
| 42 | GIS | General Mills INC | 株式-生活必需品 | 0.64% | — | — | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.63% | — | — | |
| 44 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.61% | — | — | |
| 45 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 0.61% | — | — | |
| 46 | MMU | Western Asset Managed Munici | 株式-その他 | 0.61% | — | — | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | — | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.58% | +0.02% | — | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.58% | — | — | |
| 50 | IP | International Paper Co | 株式-一般消費財 | 0.57% | — | — |