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 | 11.36% | — | -6.53% | |
| 2 | GLD | Spdr Gold Shares | ETF-コモディティ | 10.30% | — | -6.71% | |
| 3 | DIS | Walt Disney Co/the | 株式-通信サービス | 9.53% | — | -6.58% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.86% | — | -6.06% | |
| 5 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 4.67% | — | -6.20% | |
| 6 | TJX | Tjx Companies INC | 株式-一般消費財 | 4.03% | — | -6.66% | |
| 7 | WMT | Walmart INC | 株式-生活必需品 | 3.87% | — | -6.04% | |
| 8 | UNP | Union Pacific CORP | 株式-資本財 | 3.84% | — | -6.49% | |
| 9 | CSCO | Cisco Systems INC | 株式-IT | 3.62% | — | -6.43% | |
| 10 | FNB | Fnb CORP | 株式-金融 | 3.36% | — | -7.49% | |
| 11 | HN9 | Hanesbrands INC | 株式-その他 | 3.27% | — | -7.88% | |
| 12 | USB | US Bancorp | 株式-金融 | 3.26% | — | -6.27% | |
| 13 | ARCC | Ares Capital CORP | 株式-金融 | 3.15% | — | -6.63% | |
| 14 | T | At&t INC | 株式-通信サービス | 2.97% | — | -3.53% | |
| 15 | KMI | Kinder Morgan INC | 株式-エネルギー | 2.78% | — | -9.03% | |
| 16 | SO | Southern Co/the | 株式-公益事業 | 2.67% | — | -8.21% | |
| 17 | SYY | Sysco CORP | 株式-生活必需品 | 2.66% | — | -5.94% | |
| 18 | MMM | 3m Co | 株式-資本財 | 2.53% | — | -6.56% | |
| 19 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 2.50% | — | -7.53% | |
| 20 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 2.45% | — | -6.44% | |
| 21 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 2.37% | — | -6.60% | |
| 22 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.59% | — | -9.40% | |
| 23 | REG | Regency Centers CORP | 株式-不動産 | 1.52% | — | -7.49% | |
| 24 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.32% | — | +41.60% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.32% | — | — | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 0.29% | — | +300.00% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.24% | — | — | |
| 28 | AAPL | Apple INC | 株式-IT | 0.23% | — | +1.74% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.22% | — | — | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.20% | — | -2.90% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.19% | — | -30.57% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.17% | — | -19.97% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.16% | — | — | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.16% | — | — | |
| 35 | AEP | American Electric Power | 株式-公益事業 | 0.15% | — | — | |
| 36 | MBB | Ishares Mbs ETF | ETF-その他 | 0.15% | — | -0.68% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.15% | — | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.14% | — | — | |
| 39 | CSX | Csx CORP | 株式-資本財 | 0.12% | — | — | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.11% | — | — | |
| 41 | BND | Vanguard Total Bond Market | ETF-その他 | 0.11% | — | -2.21% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.09% | — | — | |
| 43 | ✓ | Nuveen Md Prem Income Mun Fd | 株式-その他 | 0.08% | — | — | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.08% | — | — | |
| 45 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 0.08% | — | — | |
| 46 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.08% | — | — | |
| 47 | PNC | Pnc Financial Services Group | 株式-金融 | 0.07% | — | — | |
| 48 | SYK | Stryker CORP | 株式-ヘルスケア | 0.07% | — | — | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.07% | — | +5.27% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.07% | — | -15.89% |