CIK: 0001476417
申告総資産額
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| # | 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 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 13.19% | -0.88% | EXIT | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.99% | — | — | |
| 3 | UWM | Proshares Ultra Russell2000 | ETF-その他 | 7.99% | — | — | |
| 4 | SSO | Proshares Ultra S&p500 | ETF-その他 | 7.83% | — | — | |
| 5 | IBOC | International Bancshares Crp | 株式-その他 | 4.15% | — | — | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.95% | -0.85% | EXIT | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.59% | -9.05% | EXIT | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.34% | — | — | |
| 9 | AAPL | Apple INC | 株式-IT | 1.27% | -0.84% | EXIT | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.21% | -0.52% | EXIT | |
| 11 | T | At&t INC | 株式-通信サービス | 1.19% | -0.50% | EXIT | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 1.19% | — | — | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.16% | -0.54% | EXIT | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | -0.64% | EXIT | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.05% | — | — | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.98% | -0.45% | EXIT | |
| 17 | INTC | Intel CORP | 株式-IT | 0.92% | -0.45% | EXIT | |
| 18 | COP | Conocophillips | 株式-エネルギー | 0.85% | — | — | |
| 19 | MBB | Ishares Mbs ETF | ETF-その他 | 0.85% | — | — | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 0.72% | — | — | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.71% | — | — | |
| 22 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 0.70% | — | — | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.69% | — | — | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.67% | — | — | |
| 25 | DE | Deere & Co | 株式-資本財 | 0.66% | — | — | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.65% | — | — | |
| 27 | AFL | Aflac INC | 株式-金融 | 0.56% | — | — | |
| 28 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.56% | — | — | |
| 29 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.56% | — | — | |
| 30 | NRK | Nuveen Ny Amt-fr Muni INC | 株式-その他 | 0.55% | — | — | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.50% | — | — | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.47% | — | — | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.45% | — | — | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.44% | — | — | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.44% | -0.75% | EXIT | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | — | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.42% | — | — | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.42% | — | — | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.40% | -0.54% | EXIT | |
| 40 | XLF | Ss Financial Select Sector | ETF-その他 | 0.40% | — | — | |
| 41 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.39% | — | — | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.39% | — | — | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.38% | -0.59% | EXIT | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.38% | — | — | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.37% | -0.77% | EXIT | |
| 46 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.37% | — | — | |
| 47 | XEL | Xcel Energy INC | 株式-公益事業 | 0.36% | — | — | |
| 48 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.36% | — | — | |
| 49 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.36% | — | — | |
| 50 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.36% | — | — |