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 | GLD | Spdr Gold Shares | ETF-コモディティ | 11.00% | — | -2.16% | |
| 2 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 9.21% | — | -1.76% | |
| 3 | DIS | Walt Disney Co/the | 株式-通信サービス | 6.76% | — | +17.35% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 6.48% | — | -1.73% | |
| 5 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 5.66% | — | -2.05% | |
| 6 | WMT | Walmart INC | 株式-生活必需品 | 5.05% | — | -2.39% | |
| 7 | CSCO | Cisco Systems INC | 株式-IT | 4.23% | — | -1.55% | |
| 8 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 4.08% | — | -2.02% | |
| 9 | KMI | Kinder Morgan INC | 株式-エネルギー | 3.83% | — | -1.74% | |
| 10 | TJX | Tjx Companies INC | 株式-一般消費財 | 3.79% | — | -1.67% | |
| 11 | UNP | Union Pacific CORP | 株式-資本財 | 3.55% | — | -2.05% | |
| 12 | FNB | Fnb CORP | 株式-金融 | 3.51% | — | -1.98% | |
| 13 | SYY | Sysco CORP | 株式-生活必需品 | 3.35% | — | — | |
| 14 | USB | US Bancorp | 株式-金融 | 3.22% | — | — | |
| 15 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 3.19% | — | -2.21% | |
| 16 | SO | Southern Co/the | 株式-公益事業 | 3.16% | — | -2.41% | |
| 17 | MMM | 3m Co | 株式-資本財 | 2.76% | — | -1.35% | |
| 18 | ARCC | Ares Capital CORP | 株式-金融 | 2.70% | — | -2.42% | |
| 19 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 2.52% | — | -2.30% | |
| 20 | HN9 | Hanesbrands INC | 株式-その他 | 2.43% | — | -1.01% | |
| 21 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 2.14% | — | -2.19% | |
| 22 | REG | Regency Centers CORP | 株式-不動産 | 1.67% | — | -1.61% | |
| 23 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.51% | — | +40.74% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.25% | — | — | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.23% | — | — | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 0.22% | — | — | |
| 27 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.21% | — | — | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.19% | — | — | |
| 29 | AAPL | Apple INC | 株式-IT | 0.18% | — | — | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.17% | — | — | |
| 31 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.15% | — | — | |
| 32 | BMY-R | Bristol-myers Squibb-cvr | 株式-その他 | 0.14% | — | -3.06% | |
| 33 | MBB | Ishares Mbs ETF | ETF-その他 | 0.14% | — | — | |
| 34 | AEP | American Electric Power | 株式-公益事業 | 0.14% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.12% | — | — | |
| 36 | T | At&t INC | 株式-通信サービス | 0.11% | — | +132.21% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.10% | — | — | |
| 38 | BND | Vanguard Total Bond Market | ETF-その他 | 0.10% | — | — | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.08% | — | — | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.08% | — | — | |
| 41 | TROW | T Rowe Price Group INC | 株式-金融 | 0.07% | — | — | |
| 42 | CSX | Csx CORP | 株式-資本財 | 0.07% | — | — | |
| 43 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.06% | — | — | |
| 44 | GMREUSD | Global Medical Reit INC | 株式-その他 | 0.06% | — | +39.20% | |
| 45 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.06% | — | — | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.06% | — | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.06% | — | — | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.05% | — | — | |
| 49 | AXP | American Express Co | 株式-金融 | 0.05% | — | — | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.04% | — | — |