CIK: 0001634553
申告総資産額
$4.3億
| # | 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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 16.90% | — | -2.84% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 14.60% | — | +2.45% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 7.22% | — | +10.53% | |
| 4 | MO | Altria Group INC | 株式-生活必需品 | 4.86% | — | -2.24% | |
| 5 | APU | Amerigas Partners LP | 株式-その他 | 3.80% | — | -0.85% | |
| 6 | CUBI | Customers Bancorp INC | 株式-その他 | 3.45% | — | +0.08% | |
| 7 | ✓ | New York Reit INC | 株式-その他 | 2.85% | — | -13.17% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.57% | — | -0.51% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.47% | — | +0.07% | |
| 10 | EPD | Enterprise Products Partners | 株式-エネルギー | 2.19% | — | +0.04% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.13% | — | -4.13% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.00% | — | -1.86% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.95% | — | -1.96% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.86% | — | -0.96% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.83% | — | -12.98% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.55% | — | -6.50% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.51% | — | -0.94% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.38% | — | -1.33% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.22% | — | -4.58% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 0.94% | — | — | |
| 21 | WEP | Magellan Midstream Partners | 株式-その他 | 0.94% | — | — | |
| 22 | XRAY | Dentsply Sirona INC | 株式-ヘルスケア | 0.94% | — | -5.37% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.90% | — | -6.42% | |
| 24 | PBCTEUR | People's United Financial | 株式-その他 | 0.89% | — | -6.93% | |
| 25 | CSQ | Calamos Strat Ttl Rtrn Fnd | 株式-その他 | 0.87% | — | — | |
| 26 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.85% | — | +31.87% | |
| 27 | MPLX | Mplx LP | 株式-エネルギー | 0.78% | — | — | |
| 28 | T | At&t INC | 株式-通信サービス | 0.76% | — | +4.02% | |
| 29 | DCPUSD | Dcp Midstream LP | 株式-その他 | 0.73% | — | — | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.66% | — | +28.81% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | — | -1.19% | |
| 32 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.55% | — | +0.30% | |
| 33 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.49% | — | +10.21% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.48% | — | -1.26% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.48% | — | -4.33% | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.48% | — | -8.84% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.42% | — | -5.36% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.39% | — | +1.63% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.39% | — | -5.59% | |
| 40 | BPLUSD | Buckeye Partners LP | 株式-その他 | 0.39% | — | — | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.37% | — | +1.35% | |
| 42 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.35% | — | -1.81% | |
| 43 | FTV | Fortive CORP | 株式-IT | 0.35% | — | — | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.34% | — | +0.03% | |
| 45 | VTR | Ventas INC | 株式-不動産 | 0.34% | — | -8.32% | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.32% | — | — | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.32% | — | -5.45% | |
| 48 | ARCPEUR | Vereit INC | 株式-その他 | 0.31% | — | -5.09% | |
| 49 | TXN | Texas Instruments INC | 株式-IT | 0.30% | — | -4.03% | |
| 50 | HSY | Hershey Co/the | 株式-生活必需品 | 0.29% | — | — |