CIK: 0001591379
申告総資産額
$10.0億
| # | 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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 6.31% | -0.10% | +1.13% | |
| 2 | EUDG | Wisdomtree Europe Quality Di | ETF-その他 | 3.87% | — | -0.88% | |
| 3 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 3.28% | — | +2.65% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.81% | — | -2.80% | |
| 5 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 2.49% | — | -2.28% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.49% | -0.11% | +6.18% | |
| 7 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 2.10% | — | +19.75% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.06% | — | +2.95% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.95% | -0.41% | -6.04% | |
| 10 | PFE | Pfizer INC | 株式-ヘルスケア | 1.75% | — | -1.02% | |
| 11 | ENB | Enbridge INC | 株式-エネルギー | 1.75% | — | +0.37% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.66% | +0.34% | +828.61% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.64% | — | -1.85% | |
| 14 | D | Dominion Energy INC | 株式-公益事業 | 1.59% | — | +294.48% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.52% | -0.11% | -7.25% | |
| 16 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.50% | — | +0.03% | |
| 17 | INTC | Intel CORP | 株式-IT | 1.50% | — | -1.39% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.45% | — | +4.44% | |
| 19 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.44% | — | +0.49% | |
| 20 | WFC | Wells Fargo & Co | 株式-金融 | 1.40% | -0.13% | -1.41% | |
| 21 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 1.37% | — | +66.51% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.36% | -0.28% | +4.04% | |
| 23 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.33% | -0.11% | -0.63% | |
| 24 | HN9 | Hanesbrands INC | 株式-その他 | 1.32% | — | +0.42% | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 1.30% | — | -1.32% | |
| 26 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 1.23% | — | -0.76% | |
| 27 | VTR | Ventas INC | 株式-不動産 | 1.22% | — | +1.62% | |
| 28 | EMLP | First Trust North American E | ETF-その他 | 1.16% | — | -1.49% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 1.15% | — | -2.20% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 1.12% | -0.29% | -1.35% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.11% | — | -23.42% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.08% | — | +0.41% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.06% | — | -20.94% | |
| 34 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.05% | — | +0.52% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.05% | — | -1.83% | |
| 36 | DUK | Duke Energy CORP | 株式-公益事業 | 1.03% | — | -0.45% | |
| 37 | SO | Southern Co/the | 株式-公益事業 | 0.99% | — | -0.41% | |
| 38 | GIS | General Mills INC | 株式-生活必需品 | 0.99% | — | +47.61% | |
| 39 | O | Realty Income CORP | 株式-不動産 | 0.99% | — | +4.56% | |
| 40 | MS F PERP +A | Morgan Stanley | 株式-金融 | 0.95% | — | -1.62% | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.92% | — | +7.79% | |
| 42 | ETN | Eaton Corporation plc | 株式-資本財 | 0.83% | — | -1.00% | |
| 43 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.83% | — | -0.90% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.83% | — | -0.68% | |
| 45 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.76% | — | +146.59% | |
| 46 | WM | Waste Management INC | 株式-資本財 | 0.75% | — | +0.17% | |
| 47 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.70% | — | -2.21% | |
| 48 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.67% | — | -2.79% | |
| 49 | CMP | Compass Minerals Internation | 株式-その他 | 0.66% | — | -0.31% | |
| 50 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.62% | — | +3.03% |