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 | 5.36% | -0.10% | -27.98% | |
| 2 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 4.30% | — | — | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.52% | — | +5.68% | |
| 4 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 3.39% | — | +2.85% | |
| 5 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 3.33% | — | +25.36% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.71% | — | -0.22% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.24% | -0.41% | -1.82% | |
| 8 | LMBS | First Trust Low Duration Opp | ETF-その他 | 2.19% | — | +27.99% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.79% | — | -4.01% | |
| 10 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.72% | — | -21.21% | |
| 11 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.45% | -0.11% | -0.88% | |
| 12 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.36% | — | +14.72% | |
| 13 | ENB | Enbridge INC | 株式-エネルギー | 1.35% | — | -11.89% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.30% | -0.11% | +5.30% | |
| 15 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.27% | +0.22% | -25.50% | |
| 16 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.27% | — | -1.06% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.25% | — | -3.07% | |
| 18 | D | Dominion Energy INC | 株式-公益事業 | 1.24% | — | -21.14% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.23% | -0.10% | +373.20% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.19% | -0.29% | -0.92% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.16% | — | -36.70% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 1.12% | — | +24.59% | |
| 23 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 1.11% | — | +129.38% | |
| 24 | TXN | Texas Instruments INC | 株式-IT | 1.09% | — | +173.51% | |
| 25 | O | Realty Income CORP | 株式-不動産 | 1.02% | — | — | |
| 26 | ETN | Eaton Corporation plc | 株式-資本財 | 0.99% | — | -1.09% | |
| 27 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 0.96% | — | +2.62% | |
| 28 | DUK | Duke Energy CORP | 株式-公益事業 | 0.95% | — | -1.64% | |
| 29 | EMLP | First Trust North American E | ETF-その他 | 0.95% | — | +2.02% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.94% | — | +306.79% | |
| 31 | WM | Waste Management INC | 株式-資本財 | 0.91% | — | +1.55% | |
| 32 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.91% | — | -19.39% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.91% | -0.28% | -35.22% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.88% | — | +1.92% | |
| 35 | EMMF | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.85% | — | +41.70% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.84% | -0.24% | -6.04% | |
| 37 | SRCUSD | Spirit Realty Capital INC | 株式-その他 | 0.84% | — | +1810.73% | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.83% | — | +665.64% | |
| 39 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.81% | — | -0.44% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.81% | +0.34% | +16.29% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | — | -16.49% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.81% | -0.12% | +2.37% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.79% | -0.11% | -83.23% | |
| 44 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.78% | — | +3.59% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.77% | +0.41% | +3.00% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | — | -43.01% | |
| 47 | WFC | Wells Fargo & Co | 株式-金融 | 0.74% | -0.13% | +11.22% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.70% | — | -4.15% | |
| 49 | CMP | Compass Minerals Internation | 株式-その他 | 0.67% | — | +6.98% | |
| 50 | UL | Unilever PLC | 株式-生活必需品 | 0.65% | — | +37.85% |