CIK: 0001665445
申告総資産額
$3.1億
| # | 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 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 5.85% | +1.86% | +47.24% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.73% | — | +2.29% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.63% | -0.66% | +4.67% | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.92% | -0.33% | +2.75% | |
| 5 | ✓ | 株式-その他 | 3.48% | -0.89% | -41.20% | ||
| 6 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 3.00% | -0.72% | +48.00% | |
| 7 | IDV | Ishares International Select | ETF-その他 | 2.94% | -0.73% | +4.70% | |
| 8 | ✓ | Indexiq ETF Tr | ETF-大型株・グロース | 2.87% | — | +49.14% | |
| 9 | PCN | Pimco Corporate & Income Str | 株式-その他 | 2.87% | — | -2.02% | |
| 10 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 2.64% | — | — | |
| 11 | EUFN | Ishares Msci Europe Financia | ETF-その他 | 2.03% | — | — | |
| 12 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 2.02% | — | +1.71% | |
| 13 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 2.00% | — | +102.88% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.96% | +2.80% | NEW | |
| 15 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.91% | — | +0.71% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.88% | -1.26% | +98.85% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.78% | +0.15% | +3.16% | |
| 18 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 1.76% | — | -2.99% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.72% | -3.85% | +116.40% | |
| 20 | VLO | Valero Energy CORP | 株式-エネルギー | 1.28% | — | +2.18% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.26% | — | +45.83% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.18% | -0.25% | +688.66% | |
| 23 | MET | Metlife INC | 株式-金融 | 1.14% | — | -0.03% | |
| 24 | MBB | Ishares Mbs ETF | ETF-その他 | 1.13% | -0.56% | +116.67% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.12% | -0.02% | +65.57% | |
| 26 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.09% | — | +0.84% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.00% | +1.91% | -64.08% | |
| 28 | CYEUR | Cypress Semiconductor CORP | 株式-その他 | 0.97% | — | +5.37% | |
| 29 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.96% | — | — | |
| 30 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.90% | +1.14% | -0.97% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.86% | +0.23% | -0.16% | |
| 32 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.84% | -0.83% | +51.95% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.84% | — | +3.02% | |
| 34 | MS | Morgan Stanley | 株式-金融 | 0.83% | +0.02% | -21.95% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.81% | — | -32.71% | |
| 36 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.81% | — | +16.80% | |
| 37 | NTTYY | Ntt INC - Adr | 株式-その他 | 0.73% | — | — | |
| 38 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.68% | — | +712.28% | |
| 39 | PSX | Phillips 66 | 株式-エネルギー | 0.67% | — | +2.49% | |
| 40 | DFE | Wisdomtree Eur S/c Dividend | ETF-その他 | 0.66% | — | -16.80% | |
| 41 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.66% | — | +2.60% | |
| 42 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.65% | — | +10.36% | |
| 43 | HN9 | Hanesbrands INC | 株式-その他 | 0.65% | — | — | |
| 44 | ETD | Ethan Allen Interiors INC | 株式-その他 | 0.61% | — | +3.51% | |
| 45 | GM | General Motors Co | 株式-一般消費財 | 0.61% | — | +529.80% | |
| 46 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.59% | — | — | |
| 47 | MFC | Manulife Financial CORP | 株式-金融 | 0.59% | — | +1.66% | |
| 48 | STX | Seagate Technology Holdings plc | 株式-IT | 0.58% | — | +592.32% | |
| 49 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 0.57% | — | — | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.55% | — | — |