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 | AAPL | Apple INC | 株式-IT | 13.69% | -0.13% | -0.67% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 13.48% | +0.41% | +174.87% | |
| 3 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 7.73% | -0.19% | +896.06% | |
| 4 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 4.60% | — | +653.25% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.08% | +0.22% | +4.13% | |
| 6 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 1.96% | — | -0.02% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 1.86% | — | +2.54% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.69% | -0.03% | +4.97% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.58% | — | -1.59% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.38% | -0.14% | +0.05% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.36% | — | +6.01% | |
| 12 | CTLEUR | Centurylink INC | 株式-その他 | 1.22% | — | -7.17% | |
| 13 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.18% | — | -0.81% | |
| 14 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.16% | — | +0.91% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.09% | -0.12% | -1.65% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.05% | — | -0.07% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | +0.03% | -5.60% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.01% | — | -2.52% | |
| 19 | AWK | American Water Works Co INC | 株式-公益事業 | 0.99% | — | +0.54% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.94% | — | -13.62% | |
| 21 | FPF | First Tr Interm Dur & INC | 株式-その他 | 0.85% | — | -98.74% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.82% | — | -0.60% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.81% | — | +383.72% | |
| 24 | COP | Conocophillips | 株式-エネルギー | 0.81% | -0.16% | +0.99% | |
| 25 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.78% | — | +0.09% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 0.75% | — | -9.11% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.73% | +0.10% | -1.03% | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 0.66% | — | +24.82% | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 0.64% | — | -1.00% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.64% | — | +0.28% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.63% | -0.28% | EXIT | |
| 32 | SCI | Service CORP International | 株式-一般消費財 | 0.63% | — | +3.32% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | — | -6.55% | |
| 34 | EMR | Emerson Electric Co | 株式-資本財 | 0.59% | — | +2.05% | |
| 35 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.59% | — | +7.08% | |
| 36 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.57% | — | -6.73% | |
| 37 | CLX | Clorox Company | 株式-生活必需品 | 0.57% | — | -0.84% | |
| 38 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.56% | — | +2.91% | |
| 39 | O | Realty Income CORP | 株式-不動産 | 0.56% | — | +0.32% | |
| 40 | C | Citigroup INC | 株式-金融 | 0.56% | — | +3.07% | |
| 41 | ✓ | ETF Managers Tr | 株式-その他 | 0.56% | — | — | |
| 42 | MS | Morgan Stanley | 株式-金融 | 0.56% | +0.06% | +14.06% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.54% | +0.07% | NEW | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.53% | — | +22.70% | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.53% | — | -2.28% | |
| 46 | FDX | Fedex CORP | 株式-資本財 | 0.52% | — | +1.55% | |
| 47 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.52% | — | +1.19% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | +0.93% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | — | +13.06% | |
| 50 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 0.49% | — | +0.50% |