CIK: 0001665642
申告総資産額
$3.4億
| # | 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 | PM | Philip Morris International | 株式-生活必需品 | 35.11% | +0.01% | -3.81% | |
| 2 | MO | Altria Group INC | 株式-生活必需品 | 22.57% | +0.11% | -4.47% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.16% | -1.39% | +19.49% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.05% | — | -2.03% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.08% | — | +5.05% | |
| 6 | GUNR | Flexshares Global Upstream N | ETF-その他 | 2.88% | — | -0.58% | |
| 7 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 2.01% | -0.04% | EXIT | |
| 8 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 0.93% | — | -2.35% | |
| 9 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.82% | +0.03% | — | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.81% | — | +382.44% | |
| 11 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.60% | — | — | |
| 12 | QDF | Flexshares Quality Dividend | ETF-その他 | 0.57% | — | +99.31% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 0.38% | — | — | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.38% | -0.16% | -6.11% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.31% | — | — | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.28% | — | +0.13% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.27% | — | +3.93% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.27% | — | — | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 0.26% | — | +2.98% | |
| 20 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.25% | — | — | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | — | +5.34% | |
| 22 | ✓ | 株式-その他 | 0.24% | — | — | ||
| 23 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.24% | — | — | |
| 24 | ET | Energy Transfer LP | 株式-エネルギー | 0.22% | — | — | |
| 25 | ITW | Illinois Tool Works | 株式-資本財 | 0.21% | — | +3.20% | |
| 26 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.20% | — | +5.50% | |
| 27 | AIG | American International Group | 株式-金融 | 0.19% | — | +4.23% | |
| 28 | SYK | Stryker CORP | 株式-ヘルスケア | 0.19% | — | +3.47% | |
| 29 | OKE | ONEOK, Inc. | 株式-エネルギー | 0.19% | — | — | |
| 30 | DFODQ | Dean Foods Co | 株式-その他 | 0.19% | — | — | |
| 31 | RSG | Republic Services INC | 株式-資本財 | 0.18% | — | +2.99% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.18% | -0.05% | EXIT | |
| 33 | WEP | Magellan Midstream Partners | 株式-その他 | 0.18% | — | — | |
| 34 | ✓ | Leucadia Natl CORP | 株式-その他 | 0.18% | — | +4.60% | |
| 35 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.18% | — | +1.91% | |
| 36 | BPLUSD | Buckeye Partners LP | 株式-その他 | 0.17% | — | — | |
| 37 | DOW | Dow Chem Co | 株式-素材 | 0.17% | — | — | |
| 38 | NEM | Newmont CORP | 株式-素材 | 0.16% | — | +20.81% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.16% | +0.98% | — | |
| 40 | NPK | National Presto Inds INC | 株式-その他 | 0.15% | — | +3.60% | |
| 41 | HPE | Hewlett Packard Enterprise | 株式-IT | 0.15% | — | +1.70% | |
| 42 | DCPUSD | Dcp Midstream LP | 株式-その他 | 0.15% | — | — | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.14% | — | — | |
| 44 | T | At&t INC | 株式-通信サービス | 0.14% | — | +0.92% | |
| 45 | ✓ | 株式-その他 | 0.14% | — | — | ||
| 46 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.14% | — | +3.73% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.14% | — | — | |
| 48 | GS | Goldman Sachs Group INC | 株式-金融 | 0.14% | — | -0.92% | |
| 49 | ABX | Barrick Gold CORP | 株式-金融 | 0.13% | — | — | |
| 50 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.13% | — | — |