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 | 4.27% | — | -2.17% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.51% | — | -9.70% | |
| 3 | HD | Home Depot INC | 株式-一般消費財 | 3.36% | — | -2.99% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.93% | — | -0.17% | |
| 5 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.44% | — | +0.06% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.40% | — | -2.74% | |
| 7 | VDE | Vanguard Energy ETF | ETF-その他 | 2.31% | — | -30.26% | |
| 8 | AXP | American Express Co | 株式-金融 | 1.71% | — | +15.05% | |
| 9 | T | At&t INC | 株式-通信サービス | 1.65% | — | +17.79% | |
| 10 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.55% | — | -9.27% | |
| 11 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.48% | — | +3.92% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.37% | — | -2.31% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.33% | — | -1.11% | |
| 14 | SO | Southern Co/the | 株式-公益事業 | 1.27% | — | +2.67% | |
| 15 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.19% | — | +0.78% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | — | -1.63% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.16% | — | -3.05% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.14% | — | -15.69% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | -2.19% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.07% | — | -2.94% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.06% | — | -2.73% | |
| 22 | XLE | Ss Energy Select Sector | ETF-その他 | 1.02% | — | — | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | — | -10.09% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 0.97% | — | -0.61% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.94% | — | — | |
| 26 | INTC | Intel CORP | 株式-IT | 0.94% | — | -5.24% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.93% | — | -4.29% | |
| 28 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.89% | — | -25.87% | |
| 29 | ARKK | Ark Innovation ETF | ETF-その他 | 0.88% | — | +171.87% | |
| 30 | PM | Philip Morris International | 株式-生活必需品 | 0.87% | — | +0.20% | |
| 31 | ✓ | 株式-その他 | 0.86% | — | -10.09% | ||
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.86% | — | -7.65% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | — | +2.70% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.84% | — | -5.55% | |
| 35 | EDF | Vsh Emerging Markets Income | 株式-その他 | 0.79% | — | +0.11% | |
| 36 | DUK | Duke Energy CORP | 株式-公益事業 | 0.73% | — | +0.04% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.73% | — | -0.67% | |
| 38 | MULEUSD | Mulesoft INC -a | 株式-その他 | 0.73% | — | +317.50% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.71% | — | +0.07% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.70% | — | +1.66% | |
| 41 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.69% | — | — | |
| 42 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.68% | — | — | |
| 43 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.67% | — | -2.34% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | -6.03% | |
| 45 | GIS | General Mills INC | 株式-生活必需品 | 0.66% | — | -2.47% | |
| 46 | MDXG | Mimedx Group INC | 株式-その他 | 0.66% | — | +3.73% | |
| 47 | TSS | Total System Services INC | 株式-その他 | 0.64% | — | -1.62% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | +1.28% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.58% | — | -10.74% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.58% | — | +9.09% |