CIK: 0001666733
申告総資産額
$7.4億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.94% | — | +31.46% | |
| 2 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 6.32% | +0.02% | -1.09% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.61% | -0.43% | +0.81% | |
| 4 | WRKUSD | Westrock Co | 株式-その他 | 3.56% | — | +77.58% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.47% | — | +15.68% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.22% | -0.56% | -1.46% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.19% | -0.44% | +2.97% | |
| 8 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 3.19% | — | -1.32% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.01% | -0.41% | -1.88% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-その他 | 3.00% | -1.41% | -0.80% | |
| 11 | IYZ | Ishares US Telecommunication | ETF-その他 | 2.88% | — | -5.87% | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.59% | — | +1.87% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.41% | — | — | |
| 14 | AAPL | Apple INC | 株式-IT | 2.20% | -0.54% | +0.77% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.92% | — | -42.08% | |
| 16 | XLE | Ss Energy Select Sector | ETF-その他 | 1.77% | — | — | |
| 17 | PM | Philip Morris International | 株式-生活必需品 | 1.71% | — | +0.59% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 1.66% | — | +2.91% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.59% | — | -0.63% | |
| 20 | WFC | Wells Fargo & Co | 株式-金融 | 1.45% | — | +6.16% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.42% | — | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.40% | — | -0.03% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.32% | +0.10% | +1.14% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.28% | — | +14.07% | |
| 25 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 1.28% | — | -6.29% | |
| 26 | D | Dominion Energy INC | 株式-公益事業 | 1.27% | -0.86% | +3.43% | |
| 27 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.24% | — | -4.04% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 1.21% | — | -21.30% | |
| 29 | VLO | Valero Energy CORP | 株式-エネルギー | 1.17% | — | +1.68% | |
| 30 | FITB | Fifth Third Bancorp | 株式-金融 | 1.13% | — | -5.19% | |
| 31 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.02% | — | -0.32% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.00% | — | -1.96% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.98% | +0.09% | +4.24% | |
| 34 | DOW | Dow Chem Co | 株式-素材 | 0.97% | — | -4.20% | |
| 35 | F | Ford Motor Co | 株式-一般消費財 | 0.97% | — | +10.03% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.96% | — | +102.33% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 0.90% | — | +6.70% | |
| 38 | PNC | Pnc Financial Services Group | 株式-金融 | 0.87% | — | -15.91% | |
| 39 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.85% | -0.23% | +11.78% | |
| 40 | D 6.375 07-01-17 | Dominion Energy INC | 株式-公益事業 | 0.84% | — | +0.75% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.79% | — | — | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.72% | — | -15.75% | |
| 43 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.70% | — | -13.67% | |
| 44 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.65% | — | +3.43% | |
| 45 | COF | Capital One Financial CORP | 株式-金融 | 0.63% | — | +5.46% | |
| 46 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.58% | — | +5.66% | |
| 47 | GM | General Motors Co | 株式-一般消費財 | 0.57% | — | +1.07% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.35% | +6.50% | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.54% | +0.16% | -1.66% | |
| 50 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.51% | — | -3.85% |