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 | 30.57% | +0.01% | -21.21% | |
| 2 | MO | Altria Group INC | 株式-生活必需品 | 21.44% | +0.11% | -14.26% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 13.81% | -1.39% | +13.58% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.95% | — | — | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.75% | — | +4.79% | |
| 6 | GUNR | Flexshares Global Upstream N | ETF-その他 | 2.97% | — | — | |
| 7 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 1.95% | -0.04% | EXIT | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.05% | — | +23.09% | |
| 9 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 1.00% | — | — | |
| 10 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.87% | +0.03% | — | |
| 11 | QDF | Flexshares Quality Dividend | ETF-その他 | 0.79% | — | +29.22% | |
| 12 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.60% | — | — | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.38% | -0.16% | -10.52% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | — | -6.86% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.35% | — | +8.95% | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.33% | — | +11.72% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.30% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | — | -4.27% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 0.27% | — | +5.36% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | — | -4.52% | |
| 21 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.25% | — | -6.95% | |
| 22 | ✓ | 株式-その他 | 0.24% | — | +9.18% | ||
| 23 | ITW | Illinois Tool Works | 株式-資本財 | 0.23% | — | -3.64% | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.23% | — | -4.80% | |
| 25 | DOW | Dow Chem Co | 株式-素材 | 0.22% | — | +18.98% | |
| 26 | ET | Energy Transfer LP | 株式-エネルギー | 0.21% | — | — | |
| 27 | SYK | Stryker CORP | 株式-ヘルスケア | 0.21% | — | -3.90% | |
| 28 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.21% | — | — | |
| 29 | AIG | American International Group | 株式-金融 | 0.20% | — | -4.47% | |
| 30 | NEM | Newmont CORP | 株式-素材 | 0.19% | — | +15.09% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.19% | -0.05% | EXIT | |
| 32 | T | At&t INC | 株式-通信サービス | 0.19% | — | +41.57% | |
| 33 | OKE | ONEOK, Inc. | 株式-エネルギー | 0.19% | — | — | |
| 34 | RSG | Republic Services INC | 株式-資本財 | 0.18% | — | -3.61% | |
| 35 | ✓ | Leucadia Natl CORP | 株式-その他 | 0.18% | — | -5.04% | |
| 36 | WEP | Magellan Midstream Partners | 株式-その他 | 0.17% | — | — | |
| 37 | BPLUSD | Buckeye Partners LP | 株式-その他 | 0.17% | — | — | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.17% | +0.98% | -0.46% | |
| 39 | NPK | National Presto Inds INC | 株式-その他 | 0.17% | — | -4.25% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.16% | — | -4.21% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.16% | — | +13.41% | |
| 42 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.15% | — | — | |
| 43 | DFODQ | Dean Foods Co | 株式-その他 | 0.15% | — | -11.77% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.15% | — | — | |
| 45 | ✓ | 株式-その他 | 0.15% | — | — | ||
| 46 | DCPUSD | Dcp Midstream LP | 株式-その他 | 0.14% | — | — | |
| 47 | GS | Goldman Sachs Group INC | 株式-金融 | 0.13% | — | -4.83% | |
| 48 | HPE | Hewlett Packard Enterprise | 株式-IT | 0.13% | — | +17.98% | |
| 49 | HPQ | Hp INC | 株式-IT | 0.13% | — | +19.10% | |
| 50 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.13% | — | +12.98% |