CIK: 0001693789
申告総資産額
$10.6億
上位200銘柄を表示中(全413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 | 10.14% | -0.14% | +13.94% | |
| 2 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 8.00% | — | +5.80% | |
| 3 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 4.33% | — | +19.32% | |
| 4 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 4.28% | — | +14.08% | |
| 5 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 3.98% | — | +13.61% | |
| 6 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | ETF-投資適格社債 | 3.89% | — | +15.59% | |
| 7 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 3.86% | — | +20.43% | |
| 8 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 3.73% | — | +14.31% | |
| 9 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 3.60% | — | +5.38% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.52% | -0.06% | -0.60% | |
| 11 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 2.97% | — | +16.91% | |
| 12 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 2.71% | — | +9.22% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.31% | -0.06% | -3.26% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.91% | +0.69% | +116.92% | |
| 15 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 1.88% | — | +49.23% | |
| 16 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 1.88% | — | +7.27% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.65% | — | -0.20% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.37% | — | +2.89% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | +0.02% | — | |
| 20 | T | At&t INC | 株式-通信サービス | 0.88% | -0.02% | +5.66% | |
| 21 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.85% | — | -5.95% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | +0.01% | +0.71% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.76% | +0.15% | -2.49% | |
| 24 | RTN1USD | Raytheon Company | 株式-その他 | 0.71% | — | -1.17% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | +0.02% | +1.09% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 0.66% | — | -2.09% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | -4.88% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.58% | — | — | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.55% | +0.07% | -5.40% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | +0.09% | -8.10% | |
| 31 | AFL | Aflac INC | 株式-金融 | 0.52% | — | +0.82% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.50% | — | -4.57% | |
| 33 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.48% | — | -6.77% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.47% | — | -19.78% | |
| 35 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.46% | — | — | |
| 36 | MMM | 3m Co | 株式-資本財 | 0.41% | — | +1.94% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.41% | — | +2.54% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.40% | — | -0.43% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.38% | — | -1.47% | |
| 40 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.37% | — | — | |
| 41 | D | Dominion Energy INC | 株式-公益事業 | 0.37% | — | +2.66% | |
| 42 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.35% | -0.95% | +106.04% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.34% | — | — | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.34% | — | -1.13% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.33% | — | -5.18% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.33% | — | +9.95% | |
| 47 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.33% | -0.06% | -0.27% | |
| 48 | ✓ | 株式-その他 | 0.33% | — | — | ||
| 49 | HSY | Hershey Co/the | 株式-生活必需品 | 0.32% | — | -0.04% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.32% | — | +39.32% |
| # | 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 | +1% | +116.92% | 増加 |
| 2 | ✓ | Claymore Exchange Trd Fd Tr | +0.5% | +49.23% | 増加 |
| 3 | ✓ | Claymore Exchange Trd Fd Tr | +0.3% | +20.43% | 増加 |
| 4 | ✓ | Claymore Exchange Trd Fd Tr | +0.2% | +19.32% | 増加 |
| 5 | VNQ | Vanguard Real Estate ETF | +0.2% | +13.94% | 増加 |
| 6 | GSLC | Goldman Activebeta US Lc ETF | +0.2% | +106.04% | 増加 |
| 7 | ✓ | Claymore Exchange Trd Fd Tr | +0.1% | +16.91% | 増加 |
| 8 | ✓ | +0.1% | +605.13% | 増加 | |
| 9 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | +0.1% | +15.59% | 増加 |
| 10 | UNP | Union Pacific CORP | +0.1% | +39.32% | 増加 |
| 11 | FVD | First Trust Value Line Dvd | +0.1% | +70.86% | 増加 |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +107.98% | 増加 |
| 13 | AMZN | Amazon.com INC | +0.1% | +1.09% | 増加 |
| 14 | GD | General Dynamics CORP | +0.1% | +86.98% | 増加 |
| 15 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | +0.1% | +14.08% | 増加 |
| 16 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | +0.1% | +13.61% | 増加 |
| 17 | SCHD | Schwab U.S. Dividend Equity ETF | +0.1% | +72.54% | 増加 |
| 18 | ✓ | Claymore Exchange Trd Fd Tr | 0% | +14.31% | 増加 |
| 19 | BAC | Bank Of America CORP | 0% | +9.95% | 増加 |
| 20 | WMT | Walmart INC | 0% | -1.13% | 減少 |
| 21 | ✓ | Powershares ETF Tr Ii | 0% | +7.27% | 増加 |
| 22 | BA | Boeing Co/the | 0% | -2.09% | 減少 |
| 23 | MMM | 3m Co | 0% | +1.94% | 増加 |
| 24 | INTC | Intel CORP | 0% | -5.18% | 減少 |
| 25 | ✓ | 0% | — | 変化なし | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | — | +2.89% | 増加 |
| 27 | HD | Home Depot INC | 0% | -4.88% | 減少 |
| 28 | JNJ | Johnson & Johnson | 0% | +0.71% | 増加 |
| 29 | MSFT | Microsoft CORP | 0% | -5.40% | 減少 |
| 30 | AFL | Aflac INC | 0% | +0.82% | 増加 |
| 31 | AAPL | Apple INC | 0% | -2.49% | 減少 |
| 32 | T | At&t INC | -0.1% | +5.66% | 増加 |
| 33 | GOF | Guggenheim Strategic Opportunities Fund | -0.1% | +9.22% | 増加 |
| 34 | IWF | Ishares Russell 1000 Growth | -0.1% | -20.52% | 減少 |
| 35 | TLH | Ishares 10-20 Year Treasury | -0.1% | -15.34% | 減少 |
| 36 | KMB | Kimberly-clark CORP | -0.1% | -15.24% | 減少 |
| 37 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -0.20% | 減少 |
| 38 | IBM | Intl Business Machines CORP | -0.1% | -19.78% | 減少 |
| 39 | VYM | Vanguard High Dvd Yield ETF | -0.2% | -3.26% | 減少 |
| 40 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | -0.2% | +5.38% | 増加 |
| 41 | IAUUSD | Ishares Gold Trust | -0.3% | +5.80% | 増加 |
| 42 | AEP | American Electric Power Company, Inc. | -0.3% | -6.77% | 減少 |
| 43 | XOM | Exxon Mobil CORP | -0.4% | -0.60% | 減少 |
| 44 | DD | DuPont de Nemours, Inc. | — | NEW | 新規購入 |
| 45 | ✓ | Andeavor Logistics LP | — | NEW | 新規購入 |
| 46 | DXC | Dxc Technology Co | — | EXIT | 全売却 |
| 47 | FNDA | Schwab Fndmntl US Sm Co ETF | — | NEW | 新規購入 |
| 48 | EIX | Edison International | — | NEW | 新規購入 |
| 49 | GEM | Goldman Sachs Activebeta Em | — | NEW | 新規購入 |
| 50 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |