CIK: 0001641438
申告総資産額
$8.4億
| # | 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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 16.19% | — | +0.47% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 9.10% | — | +408.57% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.26% | — | +3.98% | |
| 4 | XLF | Ss Financial Select Sector | ETF-その他 | 5.26% | — | +97.41% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 4.61% | +0.79% | NEW | |
| 6 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.40% | — | -10.50% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.23% | +0.06% | +2.02% | |
| 8 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 3.82% | — | -0.57% | |
| 9 | FXU | First Trust Utilities Alphad | ETF-その他 | 3.69% | — | +15.72% | |
| 10 | AXP | American Express Company | 株式-金融 | 3.65% | — | +3.92% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.08% | — | -70.87% | |
| 12 | FXL | First Trust Technology Alpha | ETF-テック型 | 2.89% | — | -50.29% | |
| 13 | DHR | Danaher CORP | 株式-ヘルスケア | 2.61% | — | +7.20% | |
| 14 | LEA | Lear CORP | 株式-一般消費財 | 2.50% | — | +7.23% | |
| 15 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.47% | — | -24.34% | |
| 16 | HAS | Hasbro INC | 株式-一般消費財 | 2.36% | — | +0.26% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.09% | — | +8.56% | |
| 18 | USB | US Bancorp | 株式-金融 | 2.07% | — | +5.66% | |
| 19 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 1.68% | — | -0.10% | |
| 20 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.67% | — | +5.11% | |
| 21 | ABG | Asbury Automotive Group | 株式-一般消費財 | 1.63% | — | — | |
| 22 | BCS | Barclays PLC | 株式-金融 | 1.54% | — | -0.92% | |
| 23 | BBN | Blackrock Taxable Muni Bnd | 株式-その他 | 1.30% | — | +112.14% | |
| 24 | DSL | Doubleline Income Solutions | 株式-その他 | 1.15% | — | -0.95% | |
| 25 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.98% | — | +8.56% | |
| 26 | ✓ | Alps ETF | ETF-その他 | 0.95% | — | +0.55% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.92% | +0.01% | +6.88% | |
| 28 | BND | Vanguard Total Bond Market | ETF-その他 | 0.80% | — | +11.46% | |
| 29 | NUV | Nuveen Municipal Value | 株式-その他 | 0.71% | — | +0.02% | |
| 30 | SZOXF | Db Crude Oil Short Exchange | ETF-その他 | 0.65% | — | — | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.62% | — | -18.26% | |
| 32 | CSQ | Calamos Strat Ttl Rtrn Fnd | 株式-その他 | 0.55% | — | -1.67% | |
| 33 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 0.54% | — | +4.46% | |
| 34 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 0.51% | — | -74.33% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.30% | — | +1.80% | |
| 36 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.29% | — | -1.57% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.25% | — | -11.31% | |
| 38 | USLV | VelocityShares 3x Long Silver ETN Linked to the S&P GSCI Silver Index ER | 株式-その他 | 0.24% | — | -26.10% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.17% | — | -22.08% | |
| 40 | ✓ | Deutsche Bk AG London | 株式-その他 | 0.13% | — | — | |
| 41 | DENN | Denny's CORP | 株式-その他 | 0.09% | — | — |