CIK: 0001633172
申告総資産額
$4.5億
| # | 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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.77% | — | -0.50% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.40% | — | +6.51% | |
| 3 | HD | Home Depot INC | 株式-一般消費財 | 3.02% | — | +3.64% | |
| 4 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.68% | — | +2.90% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.58% | — | -1.10% | |
| 6 | VDE | Vanguard Energy ETF | ETF-その他 | 2.55% | — | +31.22% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.47% | — | +22.83% | |
| 8 | VZ | Verizon Communications INC | 株式-通信サービス | 1.75% | — | -7.56% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.72% | — | +3.23% | |
| 10 | AXP | American Express Co | 株式-金融 | 1.63% | — | +0.47% | |
| 11 | T | At&t INC | 株式-通信サービス | 1.61% | — | -7.00% | |
| 12 | SO | Southern Co/the | 株式-公益事業 | 1.58% | — | -9.52% | |
| 13 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.53% | — | -25.33% | |
| 14 | EDF | Vsh Emerging Markets Income | 株式-その他 | 1.46% | — | -1.54% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.40% | — | -2.95% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.37% | — | +2.27% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.29% | — | +1.06% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.24% | — | +8.62% | |
| 19 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.22% | — | -5.11% | |
| 20 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.22% | — | +5.27% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.15% | — | -43.31% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.08% | — | -2.47% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 1.04% | — | -24.93% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 1.04% | — | +0.87% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.03% | — | -6.88% | |
| 26 | ✓ | 株式-その他 | 1.03% | — | -4.98% | ||
| 27 | GIS | General Mills INC | 株式-生活必需品 | 1.02% | — | +0.44% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | — | -0.97% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | — | -22.15% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.85% | — | -0.82% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.85% | — | +34.05% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | — | -12.58% | |
| 33 | PM | Philip Morris International | 株式-生活必需品 | 0.80% | — | -2.62% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.78% | — | +265.31% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | — | +11.05% | |
| 36 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.77% | — | +3.19% | |
| 37 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.77% | — | -3.75% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.76% | — | +0.25% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.72% | — | -1.77% | |
| 40 | MO | Altria Group INC | 株式-生活必需品 | 0.71% | — | -5.64% | |
| 41 | DUK | Duke Energy CORP | 株式-公益事業 | 0.70% | — | -12.26% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | +5.34% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.68% | — | +1.27% | |
| 44 | EMR | Emerson Electric Co | 株式-資本財 | 0.64% | — | -0.92% | |
| 45 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.64% | — | — | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.62% | — | -20.15% | |
| 47 | WFC | Wells Fargo & Co | 株式-金融 | 0.61% | — | -2.53% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.60% | — | +180.22% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.59% | — | -0.58% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.58% | — | +0.61% |