CIK: 0001706016
申告総資産額
$3.3億
| # | 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 | AAPL | Apple INC | 株式-IT | 3.52% | -0.28% | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.47% | -0.67% | — | |
| 3 | DUK | Duke Energy CORP | 株式-公益事業 | 2.88% | +0.21% | — | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.84% | -0.27% | — | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.68% | +0.31% | — | |
| 6 | CVX | Chevron CORP | 株式-エネルギー | 2.54% | +0.14% | — | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.48% | -0.09% | — | |
| 8 | VMC | Vulcan Materials Co | 株式-素材 | 2.42% | -0.09% | — | |
| 9 | INTC | Intel CORP | 株式-IT | 2.38% | — | — | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.35% | — | — | |
| 11 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.26% | +0.16% | — | |
| 12 | AJG | Arthur J Gallagher & Co | 株式-金融 | 2.23% | -0.24% | — | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.21% | — | — | |
| 14 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.15% | — | — | |
| 15 | SO | Southern Co/the | 株式-公益事業 | 2.15% | +0.13% | — | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 2.01% | — | — | |
| 17 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 2.00% | — | — | |
| 18 | AMGN | Amgen INC | 株式-ヘルスケア | 1.91% | +0.09% | — | |
| 19 | WFC | Wells Fargo & Co | 株式-金融 | 1.90% | — | — | |
| 20 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.77% | — | — | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.76% | +0.16% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.75% | -0.09% | — | |
| 23 | T | At&t INC | 株式-通信サービス | 1.63% | — | — | |
| 24 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.63% | — | — | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.54% | — | — | |
| 26 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 1.52% | — | — | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.51% | — | — | |
| 28 | PSX | Phillips 66 | 株式-エネルギー | 1.49% | — | — | |
| 29 | ORCL | Oracle CORP | 株式-IT | 1.46% | -0.35% | — | |
| 30 | NHI | Natl Health Investors INC | 株式-その他 | 1.29% | — | — | |
| 31 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.25% | — | — | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.25% | — | — | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 1.22% | — | — | |
| 34 | MPT | Medical Properties Trust INC | 株式-不動産 | 1.20% | — | — | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 1.18% | +0.20% | — | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.16% | -0.14% | — | |
| 37 | WY | Weyerhaeuser Co | 株式-不動産 | 1.09% | — | — | |
| 38 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.07% | — | — | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.04% | — | — | |
| 40 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.99% | — | — | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.93% | +0.38% | — | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.90% | — | — | |
| 43 | COF | Capital One Financial CORP | 株式-金融 | 0.86% | -0.14% | — | |
| 44 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.82% | — | — | |
| 45 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.80% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | -0.61% | — | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.73% | — | — | |
| 48 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.73% | -0.10% | — | |
| 49 | CSX | Csx CORP | 株式-資本財 | 0.72% | +0.10% | — | |
| 50 | TD | Toronto-dominion Bank | 株式-金融 | 0.69% | — | — |