CIK: 0001697715
申告総資産額
$11.2億
| # | 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 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 12.30% | -0.64% | +3.69% | |
| 2 | AAPL | Apple INC | 株式-IT | 10.83% | -0.13% | +1.37% | |
| 3 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 8.94% | -0.19% | +977.77% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 3.73% | +0.41% | +25.63% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.90% | +0.22% | +2.54% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.74% | -0.03% | -4.03% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.63% | — | +2.00% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 1.60% | -0.14% | +10.49% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.60% | — | -2.46% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.60% | — | +0.77% | |
| 11 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 1.50% | — | -2.62% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.34% | — | — | |
| 13 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.31% | — | +17.70% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.29% | — | +8.66% | |
| 15 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.21% | — | +1.40% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.18% | -0.12% | -1.92% | |
| 17 | AWK | American Water Works Co INC | 株式-公益事業 | 1.10% | — | -0.22% | |
| 18 | CTLEUR | Centurylink INC | 株式-その他 | 1.09% | — | -5.55% | |
| 19 | WFC | Wells Fargo & Co | 株式-金融 | 1.06% | — | +0.35% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.05% | — | -0.66% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.98% | — | -1.18% | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.94% | — | -0.05% | |
| 23 | FPF | First Tr Interm Dur & INC | 株式-その他 | 0.91% | — | — | |
| 24 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.86% | — | +0.17% | |
| 25 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.75% | — | -1.02% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 0.75% | — | +0.79% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | +0.10% | -0.10% | |
| 28 | MO | Altria Group INC | 株式-生活必需品 | 0.74% | — | +0.16% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | — | -1.33% | |
| 30 | O | Realty Income CORP | 株式-不動産 | 0.69% | — | -2.10% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.68% | — | -5.39% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.66% | — | +1.37% | |
| 33 | CLX | Clorox Company | 株式-生活必需品 | 0.64% | — | +1.66% | |
| 34 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.64% | — | +0.93% | |
| 35 | ✓ | Powershares | 株式-その他 | 0.61% | — | +4.28% | |
| 36 | MS | Morgan Stanley | 株式-金融 | 0.60% | +0.06% | +3.93% | |
| 37 | COP | Conocophillips | 株式-エネルギー | 0.58% | -0.16% | +39.25% | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 0.58% | — | +1.87% | |
| 39 | WLK | Westlake CORP | 株式-素材 | 0.57% | — | -1.73% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.56% | — | -4.25% | |
| 41 | C | Citigroup INC | 株式-金融 | 0.56% | — | +1.91% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | +0.03% | +5.33% | |
| 43 | FDX | Fedex CORP | 株式-資本財 | 0.55% | — | +6.46% | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.55% | -0.28% | EXIT | |
| 45 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 0.54% | — | +196.75% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | +0.01% | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.50% | — | -3.20% | |
| 48 | ALL | Allstate CORP | 株式-金融 | 0.46% | — | +1.53% | |
| 49 | SCI | Service CORP International | 株式-一般消費財 | 0.46% | — | +3.62% | |
| 50 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.46% | — | -2.82% |