CIK: 0001568298
申告総資産額
$3.8億
| # | 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 | HDV | Ishares Core High Dividend E | ETF-その他 | 12.89% | — | -26.90% | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 12.13% | — | -4.06% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.46% | — | -56.33% | |
| 4 | INTC | Intel CORP | 株式-IT | 4.85% | — | +23.49% | |
| 5 | DIS | Walt Disney Co/the | 株式-通信サービス | 4.68% | — | +1481.63% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.54% | — | +16.52% | |
| 7 | VZ | Verizon Communications INC | 株式-通信サービス | 4.43% | — | +11.76% | |
| 8 | XLF | Ss Financial Select Sector | ETF-その他 | 4.38% | — | +26.02% | |
| 9 | PFE | Pfizer INC | 株式-ヘルスケア | 3.97% | — | -12.91% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 3.87% | — | +9.26% | |
| 11 | AAL | American Airlines Group INC | 株式-資本財 | 3.75% | — | +106665.00% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.42% | — | +48.43% | |
| 13 | AAPL | Apple INC | 株式-IT | 3.17% | — | +16.12% | |
| 14 | PPL | Ppl CORP | 株式-公益事業 | 2.79% | — | +6.67% | |
| 15 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.71% | — | +40.08% | |
| 16 | VLO | Valero Energy CORP | 株式-エネルギー | 2.40% | — | -3.61% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 2.33% | — | +18.79% | |
| 18 | SO | Southern Co/the | 株式-公益事業 | 2.32% | — | +17.10% | |
| 19 | GLW | Corning INC | 株式-IT | 2.16% | — | +23410.96% | |
| 20 | SLB | Slb LTD | 株式-エネルギー | 2.03% | — | +25.78% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.03% | — | +64.99% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.97% | — | +10.96% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.32% | — | -55.42% | |
| 24 | MKL | Markel Group INC | 株式-金融 | 0.58% | — | +33.33% | |
| 25 | STT | State Street CORP | 株式-金融 | 0.57% | — | — | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.47% | — | -87.04% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | — | +12.25% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.28% | — | +0.04% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.26% | — | +18.91% | |
| 30 | APD | Air Products & Chemicals INC | 株式-素材 | 0.25% | — | +0.05% | |
| 31 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.19% | — | +39.25% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.19% | — | +18.92% | |
| 33 | IDV | Ishares International Select | ETF-その他 | 0.15% | — | -73.30% | |
| 34 | DUK | Duke Energy CORP | 株式-公益事業 | 0.14% | — | +6.80% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.11% | — | +156.37% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.10% | — | +196.08% | |
| 37 | ✓ | Web.com Group INC | 株式-その他 | 0.10% | — | — | |
| 38 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.09% | — | -12.54% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.08% | — | +11.11% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.08% | — | +352.05% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.08% | — | +48.32% | |
| 42 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.07% | — | +0.21% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.07% | — | +0.10% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.06% | — | +35.52% | |
| 45 | IXG | Ishares Global Financials Et | ETF-その他 | 0.06% | — | — | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.06% | — | +0.10% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.06% | — | +3573.81% | |
| 48 | OMC | Omnicom Group | 株式-通信サービス | 0.06% | — | — | |
| 49 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.05% | — | — | |
| 50 | RTN1USD | Raytheon Company | 株式-その他 | 0.05% | — | +150.00% |