CIK: 0001426851
申告総資産額
$3.7億
| # | 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 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 10.11% | — | +28.17% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.70% | +0.08% | +20.41% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.32% | — | -15.04% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.15% | +0.09% | +49.30% | |
| 5 | CVX | Chevron CORP | 株式-エネルギー | 4.04% | +0.36% | +248.11% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.34% | -0.28% | +223.65% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.47% | -0.32% | +13.80% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.45% | -0.58% | +0.78% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.36% | +1.04% | +3.52% | |
| 10 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 2.02% | — | — | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.89% | — | — | |
| 12 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.76% | — | +743.22% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.63% | +0.15% | +3.13% | |
| 14 | OBK | Origin Bancorp INC | 株式-その他 | 1.56% | -0.25% | -53.45% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.44% | -0.16% | +12.78% | |
| 16 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 1.32% | +0.18% | +249.74% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.16% | — | -16.37% | |
| 18 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.04% | -0.13% | — | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.03% | +0.17% | +5.34% | |
| 20 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.02% | — | +10.16% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 1.01% | +0.12% | +5.63% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.99% | — | +69.99% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 0.99% | +0.13% | +37.51% | |
| 24 | BLKCHF | Blackrock INC | 株式-その他 | 0.91% | — | +22.15% | |
| 25 | ✓ | Iberiabank CORP | 株式-その他 | 0.91% | — | — | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | -0.15% | +43.36% | |
| 27 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.85% | — | -18.56% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.83% | — | +14.59% | |
| 29 | D | Dominion Energy INC | 株式-公益事業 | 0.82% | — | -5.77% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.81% | — | +116.90% | |
| 31 | CTLEUR | Centurylink INC | 株式-その他 | 0.78% | — | -3.73% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.76% | — | +4.36% | |
| 33 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.76% | — | +26.76% | |
| 34 | ENB | Enbridge INC | 株式-エネルギー | 0.73% | — | +24.60% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.72% | — | — | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 0.72% | — | +215.98% | |
| 37 | QCOM | Qualcomm INC | 株式-IT | 0.72% | -0.10% | +6.70% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | +0.08% | +9.19% | |
| 39 | IDV | Ishares International Select | ETF-その他 | 0.68% | +0.10% | -1.36% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.67% | — | -20.45% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.67% | — | +27.61% | |
| 42 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.65% | — | +2.23% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.65% | — | +8.09% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | — | +7.01% | |
| 45 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.62% | — | -49.69% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.62% | — | +137.18% | |
| 47 | AXP | American Express Co | 株式-金融 | 0.61% | -0.21% | -7.73% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.61% | — | +75.68% | |
| 49 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.60% | — | +0.69% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.58% | -0.10% | — |