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 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 5.54% | — | +28.65% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 5.40% | -0.10% | -1.78% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.28% | — | +0.04% | |
| 4 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 3.18% | — | -0.33% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.79% | — | -0.45% | |
| 6 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.75% | — | -16.37% | |
| 7 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 2.41% | — | +175.67% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.31% | -0.41% | +6.70% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-その他 | 2.02% | — | -0.43% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.97% | — | -0.90% | |
| 11 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.77% | -0.11% | -13.54% | |
| 12 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.53% | — | +25.35% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 1.40% | -0.10% | +6.70% | |
| 14 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.39% | — | -4.06% | |
| 15 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.34% | — | +3.56% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.26% | -0.11% | +225.78% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.22% | -0.29% | +1.62% | |
| 18 | ENB | Enbridge INC | 株式-エネルギー | 1.18% | — | -2.30% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.14% | — | -2.55% | |
| 20 | TXN | Texas Instruments INC | 株式-IT | 1.14% | — | -1.71% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 1.08% | — | +9.80% | |
| 22 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 1.03% | — | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.02% | +0.41% | +11.86% | |
| 24 | ETN | Eaton Corporation plc | 株式-資本財 | 1.02% | — | -5.35% | |
| 25 | DUK | Duke Energy CORP | 株式-公益事業 | 0.96% | — | -1.72% | |
| 26 | O | Realty Income CORP | 株式-不動産 | 0.94% | — | -2.14% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.91% | — | -4.87% | |
| 28 | WM | Waste Management INC | 株式-資本財 | 0.91% | — | -2.10% | |
| 29 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.89% | — | -1.68% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.88% | -0.28% | +0.41% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | -1.23% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.86% | — | -13.18% | |
| 33 | EMLP | First Trust North American E | ETF-その他 | 0.83% | — | -2.89% | |
| 34 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 0.83% | — | -2.49% | |
| 35 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.81% | — | -2.12% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.81% | -0.24% | -2.56% | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.79% | — | -2.43% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | -0.12% | +0.63% | |
| 39 | MO | Altria Group INC | 株式-生活必需品 | 0.78% | -0.22% | +606.49% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.77% | — | -1.16% | |
| 41 | CMP | Compass Minerals Internation | 株式-その他 | 0.76% | — | -0.23% | |
| 42 | SRCUSD | Spirit Realty Capital INC | 株式-その他 | 0.75% | — | -1.86% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.75% | — | -1.81% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | — | -0.62% | |
| 45 | EMMF | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.70% | — | -0.11% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | — | -1.21% | |
| 47 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.68% | — | +42.67% | |
| 48 | HN9 | Hanesbrands INC | 株式-その他 | 0.67% | — | +1.51% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.65% | -0.11% | -10.91% | |
| 50 | UL | Unilever PLC | 株式-生活必需品 | 0.65% | — | -3.36% |