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 | 8.24% | — | +1031.61% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.36% | +0.08% | +0.91% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.16% | +0.04% | +4.48% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.24% | — | +4.30% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.16% | +0.09% | +15.85% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.11% | -3.44% | +5.41% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.68% | +1.04% | -2.94% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.28% | -0.32% | +1.00% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.08% | -0.58% | +1.62% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.05% | +0.15% | +3.90% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.98% | -0.28% | +34.29% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 1.88% | +0.17% | +12.32% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.74% | — | +0.37% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.62% | +0.12% | +4.56% | |
| 15 | QCOM | Qualcomm INC | 株式-IT | 1.41% | -0.10% | +14.30% | |
| 16 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 1.25% | +0.18% | +15.43% | |
| 17 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.17% | — | -0.47% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.16% | +0.36% | -22.93% | |
| 19 | IDV | Ishares International Select | ETF-その他 | 1.16% | +0.10% | +13.46% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.07% | — | -6.91% | |
| 21 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.05% | — | -3.81% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.01% | +0.08% | +5.52% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.96% | +0.08% | -0.23% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 0.95% | — | +11.95% | |
| 25 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.88% | — | +3.74% | |
| 26 | DUK | Duke Energy CORP | 株式-公益事業 | 0.88% | — | +9.18% | |
| 27 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.88% | — | +10.06% | |
| 28 | ENB | Enbridge INC | 株式-エネルギー | 0.86% | — | +7.54% | |
| 29 | D | Dominion Energy INC | 株式-公益事業 | 0.84% | — | +10.23% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.83% | -0.24% | — | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.82% | — | +0.05% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.81% | -0.16% | +1.71% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.80% | — | +11.07% | |
| 34 | SRCUSD | Spirit Realty Capital INC | 株式-その他 | 0.80% | — | +19.49% | |
| 35 | TFC | Truist Financial CORP | 株式-金融 | 0.79% | — | +26.67% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.79% | — | +3.03% | |
| 37 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.79% | — | +1.09% | |
| 38 | BLKCHF | Blackrock INC | 株式-その他 | 0.79% | — | +6.03% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.76% | — | +6.79% | |
| 40 | UNP | Union Pacific CORP | 株式-資本財 | 0.75% | — | +4.57% | |
| 41 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.75% | — | +2.62% | |
| 42 | GD | General Dynamics CORP | 株式-資本財 | 0.75% | — | +0.17% | |
| 43 | TGT | Target CORP | 株式-一般消費財 | 0.74% | — | +23.45% | |
| 44 | AXP | American Express Co | 株式-金融 | 0.72% | -0.21% | +2.90% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | — | — | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.71% | — | +11.48% | |
| 47 | EUDG | Wisdomtree Europe Quality Di | ETF-その他 | 0.64% | — | +21.94% | |
| 48 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.63% | — | +3.77% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.62% | — | +3.31% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | -0.22% | +7.32% |