CIK: 0001764754
申告総資産額
$43.1億
上位200銘柄を表示中（全1799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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 5.33% | +0.15% | -3.11% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.12% | -0.21% | -3.05% | |
| 3 | T | At&t INC | 株式-通信サービス | 2.12% | — | -0.21% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.70% | — | +81.75% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.67% | — | +34.57% | |
| 6 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.66% | — | +1.41% | |
| 7 | WPC | Wp Carey INC | 株式-不動産 | 1.37% | — | +3.33% | |
| 8 | CAT | Caterpillar INC | 株式-資本財 | 1.27% | — | -16.17% | |
| 9 | VZ | Verizon Communications INC | 株式-通信サービス | 1.23% | — | +0.02% | |
| 10 | HES | Hess CORP | 株式-その他 | 1.21% | — | -0.11% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.11% | — | -8.76% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | -0.10% | +0.95% | |
| 13 | HTAEUR | Healthcare Trust Of Ame-cl A | 株式-その他 | 1.03% | — | -5.04% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.03% | +0.09% | -4.76% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.99% | — | -6.00% | |
| 16 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.99% | — | +0.56% | |
| 17 | COP | Conocophillips | 株式-エネルギー | 0.99% | — | +2.22% | |
| 18 | O | Realty Income CORP | 株式-不動産 | 0.97% | — | -2.72% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.96% | — | +1.54% | |
| 20 | ✓ | Accelerate Diagnostics Inc | 株式-その他 | 0.96% | — | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | +0.55% | -15.99% | |
| 22 | MO | Altria Group INC | 株式-生活必需品 | 0.87% | — | +1.31% | |
| 23 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.84% | +0.32% | — | |
| 24 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.83% | — | +11.82% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.82% | — | +226.06% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.81% | -0.36% | -8.47% | |
| 27 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.75% | — | -11.36% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.70% | +1.14% | +67.91% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.68% | — | +1676.40% | |
| 30 | DUK | Duke Energy CORP | 株式-公益事業 | 0.61% | — | +6.17% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.61% | — | -12.04% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.59% | — | -2.05% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.59% | — | +4.32% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.58% | — | -8.30% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.57% | — | -1.84% | |
| 36 | PDM | Piedmont Realty Trust INC | 株式-その他 | 0.57% | — | -2.82% | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.56% | — | -1.09% | |
| 38 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.56% | +0.22% | -0.75% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | -0.11% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.52% | — | +14.64% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.52% | — | -5.08% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.50% | — | +8.83% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.50% | — | +11.34% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | — | -5.35% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.48% | — | +16.05% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.48% | — | -1.05% | |
| 47 | RPAIUSD | Retail Properties Of Ame - A | 株式-その他 | 0.48% | — | -10.44% | |
| 48 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.48% | — | +3.29% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.46% | — | -3.03% | |
| 50 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.45% | — | +15.51% |