CIK: 0001693789
申告総資産額
$10.6億
上位200銘柄を表示中(全405銘柄)
| # | 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 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 9.94% | -0.14% | +6.98% | |
| 2 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 8.30% | — | +1.69% | |
| 3 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 4.23% | — | +6.35% | |
| 4 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 4.10% | — | +10.00% | |
| 5 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 3.93% | — | +9.03% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.88% | -0.06% | -3.35% | |
| 7 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 3.83% | — | +8.96% | |
| 8 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | ETF-投資適格社債 | 3.79% | — | +10.16% | |
| 9 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 3.69% | — | +11.91% | |
| 10 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 3.58% | — | +7.84% | |
| 11 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 2.85% | — | +17.13% | |
| 12 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 2.77% | — | +6.23% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.52% | -0.06% | +1.01% | |
| 14 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 1.87% | — | +3.98% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.75% | — | +2.60% | |
| 16 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 1.41% | — | +25.08% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.37% | — | -2.99% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.99% | +0.02% | +3.64% | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.97% | — | +3.13% | |
| 20 | T | At&t INC | 株式-通信サービス | 0.93% | -0.02% | -4.26% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.92% | +0.69% | +241.76% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | +0.01% | -6.99% | |
| 23 | RTN1USD | Raytheon Company | 株式-その他 | 0.80% | — | -0.18% | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.79% | — | +0.73% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.79% | +0.15% | -0.30% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | — | -24.73% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.65% | — | -1.84% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.63% | — | +6.57% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.61% | — | -7.89% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | +0.02% | +9.72% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.60% | +0.09% | -1.08% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.57% | +0.07% | -12.27% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | — | -13.22% | |
| 34 | AFL | Aflac INC | 株式-金融 | 0.54% | — | +2.09% | |
| 35 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.48% | — | — | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.42% | — | -0.90% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.41% | — | -6.18% | |
| 38 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.40% | — | +8.27% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.40% | — | -0.91% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.40% | — | -12.33% | |
| 41 | D | Dominion Energy INC | 株式-公益事業 | 0.38% | — | +4.64% | |
| 42 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.37% | — | -4.67% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.36% | — | +18.31% | |
| 44 | HSY | Hershey Co/the | 株式-生活必需品 | 0.35% | — | — | |
| 45 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.33% | -0.06% | — | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | — | -26.20% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.32% | — | -0.10% | |
| 48 | ✓ | 株式-その他 | 0.32% | — | — | ||
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.32% | +0.01% | +2.70% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | — | -3.30% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.7% | +241.76% | 増加 |
| 2 | ✓ | Claymore Exchange Trd Fd Tr | +0.3% | +17.13% | 増加 |
| 3 | ✓ | Claymore Exchange Trd Fd Tr | +0.2% | +11.91% | 増加 |
| 4 | ✓ | Claymore Exchange Trd Fd Tr | +0.2% | +25.08% | 増加 |
| 5 | ✓ | Claymore Exchange Trd Fd Tr | +0.2% | +10.00% | 増加 |
| 6 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | +0.2% | +10.16% | 増加 |
| 7 | VNQ | Vanguard Real Estate ETF | +0.1% | +6.98% | 増加 |
| 8 | FVD | First Trust Value Line Dvd | +0.1% | +1291.27% | 増加 |
| 9 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | +0.1% | +9.03% | 増加 |
| 10 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | +0.1% | +8.96% | 増加 |
| 11 | BA | Boeing Co/the | +0.1% | -1.84% | 減少 |
| 12 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +144.56% | 増加 |
| 13 | ✓ | Claymore Exchange Trd Fd Tr | +0.1% | +7.84% | 増加 |
| 14 | SCHD | Schwab U.S. Dividend Equity ETF | +0.1% | +2987.50% | 増加 |
| 15 | LMT | Lockheed Martin CORP | +0.1% | +3.13% | 増加 |
| 16 | BAH | Booz Allen Hamilton Holdings | +0.1% | +627.78% | 増加 |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.60% | 増加 |
| 18 | RTN1USD | Raytheon Company | +0.1% | -0.18% | 減少 |
| 19 | FDX | Fedex CORP | +0.1% | +27.48% | 増加 |
| 20 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | +0.1% | +6.35% | 増加 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +18.31% | 増加 |
| 22 | BAC | Bank Of America CORP | +0.1% | +18.59% | 増加 |
| 23 | NFLX | Netflix INC | 0% | +378.00% | 増加 |
| 24 | GOF | Guggenheim Strategic Opportunities Fund | 0% | +6.23% | 増加 |
| 25 | PG | Procter & Gamble Co/the | 0% | +3.64% | 増加 |
| 26 | EFA | Ishares Msci Eafe ETF | 0% | +6.57% | 増加 |
| 27 | CVX | Chevron CORP | 0% | -1.08% | 減少 |
| 28 | NOC | Northrop Grumman CORP | 0% | — | 変化なし |
| 29 | META | Meta Platforms Inc-class A | 0% | +2.70% | 増加 |
| 30 | ✓ | Powershares ETF Tr Ii | 0% | +3.98% | 増加 |
| 31 | AMZN | Amazon.com INC | 0% | +9.72% | 増加 |
| 32 | AAPL | Apple INC | 0% | -0.30% | 減少 |
| 33 | VYM | Vanguard High Dvd Yield ETF | 0% | +1.01% | 増加 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.99% | 減少 |
| 35 | IAUUSD | Ishares Gold Trust | 0% | +1.69% | 増加 |
| 36 | BP | Bp Plc-spons Adr | -0.1% | -57.67% | 減少 |
| 37 | NUE | Nucor CORP | -0.1% | -49.16% | 減少 |
| 38 | LOW | Lowe's Cos INC | -0.1% | -36.20% | 減少 |
| 39 | DIS | Walt Disney Co/the | -0.1% | -12.33% | 減少 |
| 40 | IWF | Ishares Russell 1000 Growth | -0.1% | -26.20% | 減少 |
| 41 | IBM | Intl Business Machines CORP | -0.1% | -7.89% | 減少 |
| 42 | JNJ | Johnson & Johnson | -0.1% | -6.99% | 減少 |
| 43 | SPIP | Ss Spdr P Tips ETF | -0.1% | -34.95% | 減少 |
| 44 | AEP | American Electric Power Company, Inc. | -0.1% | +0.73% | 増加 |
| 45 | TLH | Ishares 10-20 Year Treasury | -0.2% | -34.17% | 減少 |
| 46 | HD | Home Depot INC | -0.2% | -24.73% | 減少 |
| 47 | XOM | Exxon Mobil CORP | -0.3% | -3.35% | 減少 |
| 48 | DUK | Du Pont E I De Nemour&Co | — | EXIT | 全売却 |
| 49 | ✓ | Tesoro CORP | — | EXIT | 全売却 |
| 50 | DOW | Dow Chem Co | — | EXIT | 全売却 |