CIK: 0001668155
申告総資産額
$4.6億
| # | 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.89% | — | +1.86% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 5.37% | — | +2.70% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.23% | — | +2.38% | |
| 4 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 4.96% | — | +3.55% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.91% | — | +3.10% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.84% | — | +0.98% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.40% | — | +1.61% | |
| 8 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 3.29% | — | +1.95% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.28% | — | +2.12% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.07% | — | +2.06% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.06% | — | +2.55% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.95% | — | +1.67% | |
| 13 | EGOVEUR | Nic INC | 株式-その他 | 2.85% | — | -4.52% | |
| 14 | VVR | Invesco Senior Income Trust | 株式-その他 | 2.78% | — | +3.03% | |
| 15 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 2.64% | — | +5.28% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.36% | — | +3.15% | |
| 17 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型株・グロース | 2.14% | — | +1.13% | |
| 18 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 2.05% | — | +2.75% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 2.04% | — | — | |
| 20 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.03% | — | +1.88% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.83% | — | +2.65% | |
| 22 | XBGYX | Blackrock Enh Intl Dvd Tr | 株式-その他 | 1.43% | — | +1.25% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.32% | — | -4.01% | |
| 24 | XMUIX | Blackrock Municipal Income | 株式-その他 | 1.25% | — | +2.50% | |
| 25 | IDV | Ishares International Select | ETF-その他 | 1.12% | — | +2.80% | |
| 26 | LEG | Leggett & Platt, Incorporated | 株式-一般消費財 | 0.96% | — | +2.32% | |
| 27 | AFB | Allianceberstein Ntl Muni | 株式-その他 | 0.94% | — | +0.70% | |
| 28 | IFGL | Ishares International Develo | ETF-その他 | 0.94% | — | +2.28% | |
| 29 | BTZ | Blackrock Credit Allocation | 株式-その他 | 0.93% | — | +6.81% | |
| 30 | BLW | Blackrock LTD Durat INC Tr | 株式-その他 | 0.91% | — | -1.52% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.88% | — | +8.08% | |
| 32 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.76% | — | +6.07% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.67% | — | +58.53% | |
| 34 | UNP | Union Pacific CORP | 株式-資本財 | 0.62% | — | +0.12% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | +75.26% | |
| 36 | FFA | First Trust Enhan Eqty INC | 株式-その他 | 0.59% | — | +7.05% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.59% | — | — | |
| 38 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.58% | — | — | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | — | -5.01% | |
| 40 | WRUSD | Westar Energy INC | 株式-その他 | 0.48% | — | -1.13% | |
| 41 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.48% | — | +7.29% | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.47% | — | -1.89% | |
| 43 | USB | US Bancorp | 株式-金融 | 0.43% | — | — | |
| 44 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 0.42% | — | +4.23% | |
| 45 | MAC | Macerich Co/the | 株式-その他 | 0.42% | — | -0.07% | |
| 46 | BA | Boeing Co/the | 株式-資本財 | 0.42% | — | +170.12% | |
| 47 | MO | Altria Group INC | 株式-生活必需品 | 0.41% | — | -1.45% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | — | |
| 49 | IGR | Cbre Global Real Estate INC | 株式-その他 | 0.40% | — | +8.15% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.39% | — | — |