CIK: 0001477812
申告総資産額
$1.1億
| # | 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 | TIP | Ishares Tips Bond ETF | ETF-その他 | 12.74% | +0.47% | — | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 10.26% | -0.71% | — | |
| 3 | ✓ | Invesco Financial Preferred ETF | ETF-その他 | 10.15% | +0.57% | — | |
| 4 | ✓ | Guggenheim S&p 500 Pure Growth | 株式-その他 | 8.75% | -0.42% | — | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.41% | — | — | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 3.18% | — | — | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.11% | — | — | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.06% | -0.17% | — | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.94% | -0.19% | EXIT | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.62% | — | — | |
| 11 | T | At&t INC | 株式-通信サービス | 1.61% | -0.07% | — | |
| 12 | ✓ | Duke Energy Corp New | 株式-その他 | 1.56% | — | — | |
| 13 | SUB | Ishares Short-term National | ETF-その他 | 1.50% | — | — | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 1.48% | -0.33% | EXIT | |
| 15 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.48% | — | — | |
| 16 | IGOV | Ishares International Treasu | ETF-その他 | 1.35% | — | — | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.27% | -0.06% | — | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.26% | -0.12% | — | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.25% | — | — | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.11% | — | — | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.10% | — | — | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.10% | -0.09% | — | |
| 23 | ✓ | 株式-その他 | 1.04% | — | — | ||
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.02% | -0.14% | — | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.98% | — | — | |
| 26 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.98% | -0.18% | EXIT | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.98% | — | — | |
| 28 | AAPL | Apple INC | 株式-IT | 0.96% | — | — | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.95% | -0.08% | — | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.91% | +0.22% | NEW | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.86% | — | — | |
| 32 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.84% | — | — | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.81% | — | — | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.80% | — | — | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.73% | — | — | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | — | — | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.68% | — | — | |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.67% | — | — | |
| 39 | INTC | Intel CORP | 株式-IT | 0.67% | +0.15% | — | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.64% | — | — | |
| 41 | ✓ | 株式-その他 | 0.63% | — | — | ||
| 42 | DWX | State Street Spdr S&p Intern | ETF-その他 | 0.60% | — | — | |
| 43 | ✓ | Powershares | 株式-その他 | 0.59% | — | — | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | -0.07% | — | |
| 45 | SO | Southern Co/the | 株式-公益事業 | 0.57% | -0.17% | — | |
| 46 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.55% | — | — | |
| 47 | UTXZ | United Tech CORP | 株式-その他 | 0.54% | — | — | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.51% | — | — | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.50% | — | — | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.49% | — | — |