CIK: 0001682454
申告総資産額
$2492.7万
| # | 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 | HD | Home Depot INC | 株式-一般消費財 | 4.79% | +0.02% | +5.37% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.34% | -1.10% | +0.14% | |
| 3 | XGDVX | Gabelli Dividend & Income Tr | 株式-その他 | 3.48% | — | -2.94% | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.20% | — | -2.08% | |
| 5 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 3.07% | +3.72% | +0.01% | |
| 6 | FDN | First Trust Dj Internet Ind | ETF-その他 | 2.99% | — | +3.46% | |
| 7 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 2.73% | -0.25% | +3.72% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.51% | +0.10% | +3.87% | |
| 9 | ROP | Roper Technologies INC | 株式-IT | 2.46% | -1.47% | +1.18% | |
| 10 | PFE | Pfizer INC | 株式-ヘルスケア | 2.43% | — | +3.03% | |
| 11 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.42% | — | +4.05% | |
| 12 | FXR | First Trust Indst/producers | ETF-その他 | 2.41% | — | +4.26% | |
| 13 | FTXO | First Trust Nasdaq Bank ETF | ETF-テック型 | 2.37% | +0.05% | +4.44% | |
| 14 | CRM | Salesforce INC | 株式-IT | 2.31% | -0.16% | +5.66% | |
| 15 | ✓ | 株式-その他 | 2.27% | -2.27% | EXIT | ||
| 16 | FXU | First Trust Utilities Alphad | ETF-その他 | 2.22% | -2.22% | EXIT | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.21% | +1.75% | +2.88% | |
| 18 | T | At&t INC | 株式-通信サービス | 2.18% | -0.93% | +0.30% | |
| 19 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.77% | — | +3.45% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.65% | — | -9.33% | |
| 21 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.62% | — | — | |
| 22 | MHK | Mohawk Industries INC | 株式-一般消費財 | 1.59% | -1.59% | EXIT | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.57% | +0.26% | -0.97% | |
| 24 | MPWR | Monolithic Power Systems INC | 株式-IT | 1.56% | -1.56% | EXIT | |
| 25 | FFA | First Trust Enhan Eqty INC | 株式-その他 | 1.54% | +0.51% | +22.08% | |
| 26 | CONE1EUR | Cyrusone INC | 株式-その他 | 1.51% | -1.51% | EXIT | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.50% | — | — | |
| 28 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 1.46% | -1.46% | EXIT | |
| 29 | FAD | First Trust Multi Cap Growth | ETF-その他 | 1.41% | +0.07% | -1.83% | |
| 30 | PDP | Invesco Dwa Momentum ETF | ETF-その他 | 1.39% | — | +1.25% | |
| 31 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.35% | — | -1.25% | |
| 32 | WTFC | Wintrust Financial CORP | 株式-金融 | 1.31% | -1.31% | EXIT | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.29% | — | — | |
| 34 | MO | Altria Group INC | 株式-生活必需品 | 1.25% | — | -6.11% | |
| 35 | TXN | Texas Instruments INC | 株式-IT | 1.23% | -0.02% | -9.54% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 1.21% | — | -1.93% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 1.21% | — | +0.82% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 1.20% | — | — | |
| 39 | DUK | Duke Energy CORP | 株式-公益事業 | 1.17% | — | +6.36% | |
| 40 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.14% | — | — | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 1.12% | — | +0.43% | |
| 42 | GNTX | Gentex CORP | 株式-一般消費財 | 1.12% | — | +0.01% | |
| 43 | ✓ | Bank Of THE Ozarks | 株式-その他 | 1.10% | -1.10% | EXIT | |
| 44 | ✓ | 株式-その他 | 1.10% | -1.10% | EXIT | ||
| 45 | UTXZ | United Tech CORP | 株式-その他 | 1.08% | — | +5.65% | |
| 46 | FTAIEUR | Fortress Transportation-cl A | 株式-その他 | 1.08% | — | — | |
| 47 | NWL | Newell Brands INC | 株式-生活必需品 | 1.07% | -1.07% | EXIT | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.07% | — | — | |
| 49 | HAL | Halliburton Co | 株式-エネルギー | 1.01% | -1.01% | EXIT | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 1.00% | — | — |