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 | 6.80% | -0.10% | — | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.52% | -0.11% | — | |
| 3 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 3.04% | — | — | |
| 4 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 2.80% | +0.22% | — | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.76% | — | — | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.48% | — | — | |
| 7 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.13% | — | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.01% | — | — | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.89% | -0.41% | — | |
| 10 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.76% | — | — | |
| 11 | ENB | Enbridge INC | 株式-エネルギー | 1.70% | — | — | |
| 12 | EUDG | Wisdomtree Europe Quality Di | ETF-その他 | 1.60% | — | — | |
| 13 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.48% | — | — | |
| 14 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.45% | — | — | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.43% | -0.28% | — | |
| 16 | D | Dominion Energy INC | 株式-公益事業 | 1.36% | — | — | |
| 17 | INTC | Intel CORP | 株式-IT | 1.35% | — | — | |
| 18 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.32% | -0.11% | — | |
| 19 | WFC | Wells Fargo & Co | 株式-金融 | 1.17% | -0.13% | — | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.16% | — | — | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 1.14% | -0.29% | — | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.13% | — | — | |
| 23 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 1.04% | — | — | |
| 24 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.04% | — | — | |
| 25 | EMLP | First Trust North American E | ETF-その他 | 1.02% | — | — | |
| 26 | GIS | General Mills INC | 株式-生活必需品 | 1.02% | — | — | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 1.02% | — | — | |
| 28 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 1.02% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | -0.12% | — | |
| 30 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.99% | — | — | |
| 31 | T | At&t INC | 株式-通信サービス | 0.95% | — | — | |
| 32 | DUK | Duke Energy CORP | 株式-公益事業 | 0.93% | — | — | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | +0.34% | — | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 0.92% | — | — | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.91% | — | — | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | — | |
| 37 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 0.86% | — | — | |
| 38 | AAPL | Apple INC | 株式-IT | 0.85% | -0.11% | — | |
| 39 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.84% | — | — | |
| 40 | WM | Waste Management INC | 株式-資本財 | 0.84% | — | — | |
| 41 | PSX | Phillips 66 | 株式-エネルギー | 0.81% | +0.13% | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.78% | +0.41% | — | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.77% | — | — | |
| 44 | SO | Southern Co/the | 株式-公益事業 | 0.76% | — | — | |
| 45 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.72% | +0.37% | — | |
| 46 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.68% | — | — | |
| 47 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.68% | — | — | |
| 48 | CMP | Compass Minerals Internation | 株式-その他 | 0.67% | — | — | |
| 49 | DWM | Wisdomtree International Equ | ETF-その他 | 0.66% | — | — | |
| 50 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.65% | — | — |