CIK: 0001722283
申告総資産額
$2.8億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 18.89% | +12.89% | -45.24% | |
| 2 | IOO | Ishares Global 100 ETF | ETF-その他 | 4.06% | — | +24.67% | |
| 3 | CSCO | Cisco Systems INC | 株式-IT | 3.62% | — | +231.10% | |
| 4 | CVX | Chevron CORP | 株式-エネルギー | 3.41% | — | +91.60% | |
| 5 | MO | Altria Group INC | 株式-生活必需品 | 3.04% | — | +42.26% | |
| 6 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 3.03% | — | +8.25% | |
| 7 | BP | Bp Plc-spons Adr | 株式-エネルギー | 2.83% | — | +64.25% | |
| 8 | MMM | 3m Co | 株式-資本財 | 2.80% | — | — | |
| 9 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.80% | — | — | |
| 10 | TXN | Texas Instruments INC | 株式-IT | 2.79% | — | — | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.75% | — | +38.76% | |
| 12 | AMGN | Amgen INC | 株式-ヘルスケア | 2.69% | — | — | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.53% | — | — | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.51% | +8.33% | -23.87% | |
| 15 | RIGS | Alps Strategic Incme Fd-usdi | ETF-その他 | 2.11% | — | -4.01% | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.97% | — | +0.32% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.85% | +4.52% | -44.97% | |
| 18 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 1.78% | — | -7.86% | |
| 19 | HON | Honeywell International INC | 株式-資本財 | 1.68% | — | +135.19% | |
| 20 | INTC | Intel CORP | 株式-IT | 1.66% | — | +102.93% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.63% | — | +46.48% | |
| 22 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 1.59% | — | -6.41% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.53% | — | -8.93% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.52% | -4.65% | -10.30% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.50% | — | -18.23% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.47% | — | +52.22% | |
| 27 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.34% | — | -10.19% | |
| 28 | VLO | Valero Energy CORP | 株式-エネルギー | 1.33% | — | -22.55% | |
| 29 | QDEF | Flexshares Quality Dividend | ETF-その他 | 1.28% | — | — | |
| 30 | ✓ | Exchange Listed Fds Tr | 株式-その他 | 1.21% | — | -8.61% | |
| 31 | POWA | Invesco Bloomberg Pricing Po | ETF-その他 | 1.06% | — | -15.22% | |
| 32 | RTN1USD | Raytheon Company | 株式-その他 | 1.05% | — | — | |
| 33 | ECL | Ecolab INC | 株式-素材 | 1.03% | — | -32.38% | |
| 34 | COP | Conocophillips | 株式-エネルギー | 1.02% | — | — | |
| 35 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.00% | — | — | |
| 36 | BLKCHF | Blackrock INC | 株式-その他 | 1.00% | — | +22.54% | |
| 37 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 0.99% | — | — | |
| 38 | CMI | Cummins INC | 株式-資本財 | 0.99% | — | -14.74% | |
| 39 | STLD | Steel Dynamics INC | 株式-素材 | 0.98% | — | -18.46% | |
| 40 | UL | Unilever PLC | 株式-生活必需品 | 0.98% | — | — | |
| 41 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.98% | — | — | |
| 42 | HII | Huntington Ingalls Industrie | 株式-資本財 | 0.97% | — | -39.08% | |
| 43 | GD | General Dynamics CORP | 株式-資本財 | 0.97% | — | — | |
| 44 | FMB | First Trust Managed Municipa | ETF-その他 | 0.69% | — | +18.53% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.66% | -19.27% | — | |
| 46 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.59% | — | — | |
| 47 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.45% | — | -16.82% | |
| 48 | FDX | Fedex CORP | 株式-資本財 | 0.41% | — | -35.04% | |
| 49 | EXK | Exact Sciences CORP | 株式-素材 | 0.23% | — | — | |
| 50 | AAPL | Apple INC | 株式-IT | 0.22% | — | -80.98% |