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 | ✓ | Guggenheim S&p 500 Pure Growth | 株式-その他 | 8.12% | -0.42% | +0.62% | |
| 2 | ✓ | Invesco Financial Preferred ETF | ETF-その他 | 7.57% | +0.57% | +2.85% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 7.54% | +0.47% | +0.68% | |
| 4 | BBTUSD | Bb&t CORP | 株式-その他 | 6.66% | +0.58% | +55.87% | |
| 5 | ✓ | Rydex ETF Trust | ETF-その他 | 6.33% | -0.21% | +1.03% | |
| 6 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型株・グロース | 4.04% | +0.40% | +2.83% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.17% | — | +2.32% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.69% | — | -2.13% | |
| 9 | T | At&t INC | 株式-通信サービス | 2.37% | -0.07% | +10.55% | |
| 10 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 2.26% | +0.28% | +2.14% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.06% | -0.71% | +1.55% | |
| 12 | DUK | Duke Energy CORP | 株式-公益事業 | 1.92% | -0.23% | -1.98% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.74% | -0.17% | +0.63% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.48% | -0.09% | +2.37% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.26% | — | -3.94% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.05% | — | +9.41% | |
| 17 | INTC | Intel CORP | 株式-IT | 1.02% | +0.15% | +4.06% | |
| 18 | MO | Altria Group INC | 株式-生活必需品 | 0.98% | -0.11% | +4.59% | |
| 19 | VLO | Valero Energy CORP | 株式-エネルギー | 0.97% | — | -14.03% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.96% | +0.38% | +15.96% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.92% | — | +3.96% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.84% | — | +0.18% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.84% | — | +1.19% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | -0.06% | -3.46% | |
| 25 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.76% | — | -0.71% | |
| 26 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.76% | — | -4.67% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | — | — | |
| 28 | SO | Southern Co/the | 株式-公益事業 | 0.71% | -0.17% | +1.30% | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 0.67% | — | -0.72% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.66% | — | -6.49% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | +12.40% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.61% | -0.07% | -4.92% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.60% | -0.20% | +2.95% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.20% | +3.40% | |
| 35 | UTXZ | United Tech CORP | 株式-その他 | 0.53% | — | -5.92% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | — | -1.96% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.52% | -0.09% | -0.91% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.52% | — | -1.49% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.51% | — | -27.98% | |
| 40 | IQI | Invesco Quality Muni INC Tr | 株式-その他 | 0.51% | — | +2.23% | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.50% | — | -4.44% | |
| 42 | VMO | Invesco Municipal Opport | 株式-その他 | 0.49% | — | — | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | -3.06% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.48% | — | +16.20% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.46% | -0.20% | +1.00% | |
| 46 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.46% | -0.12% | +12.19% | |
| 47 | ENB | Enbridge INC | 株式-エネルギー | 0.45% | -0.13% | -0.46% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.44% | — | -3.65% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | +2.57% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.42% | -0.07% | -4.61% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BBTUSD | Bb&t CORP | +2.3% | +55.87% | 増加 |
| 2 | AMZN | Amazon.com INC | +0.2% | +15.96% | 増加 |
| 3 | MSFT | Microsoft CORP | +0.1% | +9.41% | 増加 |
| 4 | INTC | Intel CORP | +0.1% | +4.06% | 増加 |
| 5 | AAPL | Apple INC | +0.1% | +2.32% | 増加 |
| 6 | CAT | Caterpillar INC | +0.1% | -0.72% | 減少 |
| 7 | QCOM | Qualcomm INC | +0.1% | +2.95% | 増加 |
| 8 | CSCO | Cisco Systems INC | +0.1% | +16.20% | 増加 |
| 9 | MO | Altria Group INC | +0.1% | +4.59% | 増加 |
| 10 | ABBV | Abbvie INC | +0.1% | +12.40% | 増加 |
| 11 | AVGO | Broadcom Inc. | +0.1% | +31.46% | 増加 |
| 12 | WMT | Walmart INC | +0.1% | -4.92% | 減少 |
| 13 | LOW | Lowe's Cos INC | +0.1% | +6.30% | 増加 |
| 14 | HD | Home Depot INC | 0% | +2.57% | 増加 |
| 15 | T | At&t INC | 0% | +10.55% | 増加 |
| 16 | CVX | Chevron CORP | 0% | +3.96% | 増加 |
| 17 | BAC | Bank Of America CORP | 0% | -3.20% | 減少 |
| 18 | ✓ | Rydex ETF Trust | — | +1.03% | 増加 |
| 19 | VZ | Verizon Communications INC | — | +2.37% | 増加 |
| 20 | GOOG | Alphabet Inc-cl C | — | — | 変化なし |
| 21 | VTV | Vanguard Value ETF | 0% | +1.55% | 増加 |
| 22 | META | Meta Platforms Inc-class A | 0% | +3.40% | 増加 |
| 23 | JPM | Jpmorgan Chase & Co | 0% | -3.94% | 減少 |
| 24 | DD | DuPont de Nemours, Inc. | -0.1% | -13.96% | 減少 |
| 25 | CVS | Cvs Health CORP | -0.1% | +0.17% | 増加 |
| 26 | BMY | Bristol-myers Squibb Co | -0.1% | -4.44% | 減少 |
| 27 | EXC | Exelon CORP | -0.1% | -27.37% | 減少 |
| 28 | XOM | Exxon Mobil CORP | -0.1% | +0.63% | 増加 |
| 29 | GSK | GSK plc ADRhedged | -0.1% | -17.96% | 減少 |
| 30 | BA | Boeing Co/the | -0.2% | -27.98% | 減少 |
| 31 | LEMB | Ishares Jp Morgan Em Local C | -0.2% | +2.14% | 増加 |
| 32 | AEP | American Electric Power Company, Inc. | -0.2% | +12.19% | 増加 |
| 33 | IWO | Ishares Russell 2000 Growth | -0.2% | -2.13% | 減少 |
| 34 | ✓ | Guggenheim S&p 500 Pure Growth | -0.3% | +0.62% | 増加 |
| 35 | ✓ | Invesco Financial Preferred ETF | -0.5% | +2.85% | 増加 |
| 36 | TIP | Ishares Tips Bond ETF | -0.6% | +0.68% | 増加 |
| 37 | CELG | Celgene CORP | — | EXIT | 全売却 |
| 38 | ✓ | Scana CORP New | — | NEW | 新規購入 |
| 39 | ITA | Ishares U.s. Aerospace & Def | — | NEW | 新規購入 |
| 40 | MMM | 3m Co | — | NEW | 新規購入 |
| 41 | FHI | Federated Hermes INC | — | NEW | 新規購入 |
| 42 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 43 | LMT | Lockheed Martin CORP | — | NEW | 新規購入 |
| 44 | DLS | Wisdomtree Intl S/c Dvd Fund | — | NEW | 新規購入 |
| 45 | PXF | Invesco Ftse Rafi Developed | — | NEW | 新規購入 |
| 46 | UCB | United Community Banks/ga | — | NEW | 新規購入 |
| 47 | UL | Unilever PLC | — | EXIT | 全売却 |
| 48 | KMB | Kimberly-clark CORP | — | NEW | 新規購入 |
| 49 | SDY | Ss Spdr S&p Dividend ETF | — | NEW | 新規購入 |
| 50 | AEFC | Aegon Funding Company LLC 5.10% | — | EXIT | 全売却 |