CIK: 0001518320
申告総資産額
$6515.1万
| # | 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 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 8.73% | — | -0.94% | |
| 2 | GLD | Spdr Gold Shares | ETF-コモディティ | 8.33% | — | -0.94% | |
| 3 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 7.42% | — | -0.43% | |
| 4 | WMT | Walmart INC | 株式-生活必需品 | 6.10% | — | -0.44% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.28% | — | -0.48% | |
| 6 | CSCO | Cisco Systems INC | 株式-IT | 4.30% | — | -0.91% | |
| 7 | FNB | Fnb CORP | 株式-金融 | 4.25% | — | -1.05% | |
| 8 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 4.10% | — | +10.40% | |
| 9 | XXI | Twenty One Capital, Inc. | 株式-その他 | 4.10% | — | -1.48% | |
| 10 | KMI | Kinder Morgan INC | 株式-エネルギー | 3.87% | — | +9.29% | |
| 11 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 3.77% | — | -1.37% | |
| 12 | ARCC | Ares Capital CORP | 株式-金融 | 3.60% | — | -1.31% | |
| 13 | MMM | 3m Co | 株式-資本財 | 3.49% | — | -0.74% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 3.37% | — | -1.37% | |
| 15 | TJX | Tjx Companies INC | 株式-一般消費財 | 3.25% | — | +100.29% | |
| 16 | SO | Southern Co/the | 株式-公益事業 | 3.25% | — | -0.58% | |
| 17 | UNP | Union Pacific CORP | 株式-資本財 | 3.21% | — | -0.87% | |
| 18 | MAR | Marriott International -cl A | 株式-一般消費財 | 2.65% | — | -0.88% | |
| 19 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 2.58% | — | -1.01% | |
| 20 | HN9 | Hanesbrands INC | 株式-その他 | 2.45% | — | +16.77% | |
| 21 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 2.45% | — | +24.38% | |
| 22 | ✓ | 株式-その他 | 2.07% | — | -1.39% | ||
| 23 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 2.05% | — | -0.53% | |
| 24 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.90% | — | -0.70% | |
| 25 | COTY | Coty Inc-cl A | 株式-その他 | 0.53% | — | +87.36% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | — | — | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.23% | — | -2.50% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.21% | — | — | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.18% | — | — | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 0.15% | — | — | |
| 31 | AAPL | Apple INC | 株式-IT | 0.14% | — | — | |
| 32 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.14% | — | — | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.14% | — | — | |
| 34 | MBB | Ishares Mbs ETF | ETF-その他 | 0.13% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.13% | — | — | |
| 36 | AEP | American Electric Power | 株式-公益事業 | 0.12% | — | — | |
| 37 | T | At&t INC | 株式-通信サービス | 0.10% | — | — | |
| 38 | BND | Vanguard Total Bond Market | ETF-その他 | 0.09% | — | — | |
| 39 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.09% | — | — | |
| 40 | UTXZ | United Tech CORP | 株式-その他 | 0.09% | — | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.07% | — | — | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.07% | — | — | |
| 43 | CSX | Csx CORP | 株式-資本財 | 0.07% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.07% | — | — | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.07% | — | — | |
| 46 | TROW | T Rowe Price Group INC | 株式-金融 | 0.06% | — | — | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.06% | — | — | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.06% | — | — | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.06% | — | — | |
| 50 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.05% | — | — |