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 | EMLP | First Trust North American E | ETF-その他 | 9.37% | — | +98.47% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 6.94% | -0.10% | -10.49% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.36% | -0.11% | -8.30% | |
| 4 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.72% | — | +24.43% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.61% | — | +1.03% | |
| 6 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 2.32% | — | -0.43% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.21% | — | -1.20% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.90% | -0.28% | +4.00% | |
| 9 | EUDG | Wisdomtree Europe Quality Di | ETF-その他 | 1.84% | — | +4.39% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.76% | -0.41% | -1.65% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.62% | — | — | |
| 12 | ENB | Enbridge INC | 株式-エネルギー | 1.54% | — | -10.53% | |
| 13 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.54% | — | +40.12% | |
| 14 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 1.54% | — | -16.34% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.49% | — | -4.77% | |
| 16 | D | Dominion Energy INC | 株式-公益事業 | 1.34% | — | -16.28% | |
| 17 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.34% | — | +1379.11% | |
| 18 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.33% | — | +0.83% | |
| 19 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.33% | +0.22% | -48.94% | |
| 20 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.28% | -0.11% | -3.41% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 1.26% | — | -3.15% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.24% | +0.34% | +1.35% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | — | -4.94% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.10% | -0.29% | -6.34% | |
| 25 | DUK | Duke Energy CORP | 株式-公益事業 | 1.06% | — | -3.13% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 1.04% | -0.13% | +0.49% | |
| 27 | GIS | General Mills INC | 株式-生活必需品 | 1.02% | — | -3.45% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.97% | — | -0.39% | |
| 29 | SO | Southern Co/the | 株式-公益事業 | 0.96% | — | -6.59% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | — | -30.99% | |
| 31 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.94% | — | -0.99% | |
| 32 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.91% | — | -4.34% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.87% | — | -2.63% | |
| 34 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.85% | +0.37% | — | |
| 35 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.81% | — | -3.72% | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 0.80% | — | -15.55% | |
| 37 | ETN | Eaton Corporation plc | 株式-資本財 | 0.79% | — | -3.96% | |
| 38 | WM | Waste Management INC | 株式-資本財 | 0.78% | — | -13.45% | |
| 39 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 0.77% | — | +3.67% | |
| 40 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.76% | — | -63.70% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | -0.12% | +20.62% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.72% | — | +4161.33% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.68% | +0.41% | -4.18% | |
| 44 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.66% | — | -3.43% | |
| 45 | AAPL | Apple INC | 株式-IT | 0.65% | -0.11% | -5.16% | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.62% | -0.24% | -1.44% | |
| 47 | CMP | Compass Minerals Internation | 株式-その他 | 0.62% | — | +1.05% | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.61% | — | -6.49% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.60% | — | -43.51% | |
| 50 | DWM | Wisdomtree International Equ | ETF-その他 | 0.60% | — | +7.17% |