CIK: 0001638049
申告総資産額
$2.0億
| # | 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 | UPS | United Parcel Service-cl B | 株式-資本財 | 16.52% | -2.02% | — | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 12.31% | — | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.81% | — | — | |
| 4 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 7.98% | — | — | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 7.57% | — | — | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.82% | — | — | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 5.26% | — | — | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.35% | — | — | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.15% | — | — | |
| 10 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.14% | — | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.69% | — | — | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.28% | — | — | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.20% | — | — | |
| 14 | AAPL | Apple INC | 株式-IT | 0.77% | — | — | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 0.73% | — | — | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | — | — | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 0.61% | — | — | |
| 18 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.59% | — | — | |
| 19 | T | At&t INC | 株式-通信サービス | 0.59% | — | — | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | — | — | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | — | |
| 22 | CBRL | Cracker Barrel Old Country | 株式-その他 | 0.47% | — | — | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.46% | — | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.44% | — | — | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | — | — | |
| 26 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.41% | — | — | |
| 27 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.41% | — | — | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | — | |
| 29 | ADTNEUR | Adtran INC | 株式-その他 | 0.40% | — | — | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.39% | +0.16% | — | |
| 31 | UNP | Union Pacific CORP | 株式-資本財 | 0.39% | — | — | |
| 32 | PLTEUR | Plantronics INC | 株式-その他 | 0.39% | — | — | |
| 33 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.38% | — | — | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.37% | — | — | |
| 35 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.36% | — | — | |
| 36 | FIS | Fidelity National Info Serv | 株式-IT | 0.36% | — | — | |
| 37 | ✓ | Omnicare INC | 株式-その他 | 0.36% | — | — | |
| 38 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.35% | — | — | |
| 39 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.35% | — | — | |
| 40 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.33% | — | — | |
| 41 | COP | Conocophillips | 株式-エネルギー | 0.33% | — | — | |
| 42 | JKHY | Jack Henry & Associates INC | 株式-IT | 0.33% | — | — | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.33% | +0.46% | NEW | |
| 44 | SYY | Sysco CORP | 株式-生活必需品 | 0.33% | — | — | |
| 45 | BOBEUSD | Bob Evans Farms | 株式-その他 | 0.33% | — | — | |
| 46 | XRAY | DENTSPLY SIRONA Inc. | 株式-ヘルスケア | 0.32% | — | — | |
| 47 | TECH | Bio-techne CORP | 株式-ヘルスケア | 0.32% | — | — | |
| 48 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.32% | — | — | |
| 49 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.31% | — | — | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.31% | -0.30% | — |