CIK: 0001591379
申告総資産額
$10.0億
上位200銘柄を表示中（全223銘柄）
| # | 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 | 4.62% | -0.10% | +5.99% | |
| 2 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 4.30% | — | -0.48% | |
| 3 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 3.92% | — | +0.23% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.36% | -0.28% | +9.02% | |
| 5 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 2.36% | — | -1.47% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.30% | — | -1.18% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.96% | — | -10.68% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.90% | — | -0.88% | |
| 9 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 1.86% | — | +25.21% | |
| 10 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.72% | — | -0.42% | |
| 11 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.63% | — | -0.51% | |
| 12 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.54% | — | +1518.44% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.53% | -0.41% | +0.44% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.48% | — | +295.79% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.42% | -0.11% | -0.19% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 1.29% | — | -0.43% | |
| 17 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.26% | -0.11% | -0.17% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.25% | — | -1.13% | |
| 19 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 1.23% | — | -3.14% | |
| 20 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-その他 | 1.20% | — | +3.15% | |
| 21 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.18% | +0.22% | +4.58% | |
| 22 | ENB | Enbridge INC | 株式-エネルギー | 1.15% | — | -0.99% | |
| 23 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.14% | — | +0.90% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.02% | -0.29% | +20.47% | |
| 25 | TXN | Texas Instruments INC | 株式-IT | 1.01% | — | +1.94% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.01% | +0.34% | -0.62% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | -0.12% | +0.26% | |
| 28 | EMMF | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.94% | — | +1.50% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.90% | -0.13% | -1.32% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.85% | +0.41% | -1.97% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -0.24% | -1.28% | |
| 32 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 0.82% | — | +0.99% | |
| 33 | ✓ | Invesco Exchange Traded Fd Tr | 株式-その他 | 0.81% | — | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.80% | -0.10% | -3.03% | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 0.79% | — | -0.71% | |
| 36 | ETN | Eaton Corporation plc | 株式-資本財 | 0.79% | — | -30.39% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.77% | — | +0.86% | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.76% | — | -1.14% | |
| 39 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.76% | — | +0.40% | |
| 40 | EMLP | First Trust North American E | ETF-その他 | 0.75% | — | +1.08% | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.75% | -0.14% | +530.34% | |
| 42 | O | Realty Income CORP | 株式-不動産 | 0.73% | — | -15.45% | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.71% | — | +5.68% | |
| 44 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.71% | — | +0.17% | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.70% | -0.22% | -0.05% | |
| 46 | SRCUSD | Spirit Realty Capital INC | 株式-その他 | 0.68% | — | -9.86% | |
| 47 | PAYX | Paychex INC | 株式-IT | 0.68% | — | -1.79% | |
| 48 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.66% | — | +9.65% | |
| 49 | PFG | Principal Financial Group | 株式-金融 | 0.62% | — | -1.09% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | — | +1.20% |