CIK: 0001641866
申告総資産額
$55.4億
上位200銘柄を表示中(全4054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 | BND | Vanguard Total Bond Market | ETF-その他 | 1.91% | — | +1000.96% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.88% | — | +462.43% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.71% | — | +256.26% | |
| 4 | AAPL | Apple INC | 株式-IT | 1.68% | -0.02% | +273.71% | |
| 5 | T | At&t INC | 株式-通信サービス | 1.57% | — | +490.26% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.52% | — | +15.07% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.29% | — | +626.47% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.22% | — | +935.38% | |
| 9 | VZ | Verizon Communications INC | 株式-通信サービス | 1.12% | — | +623.36% | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.05% | — | +585.60% | |
| 11 | MO | Altria Group INC | 株式-生活必需品 | 0.90% | — | +323.77% | |
| 12 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.89% | — | — | |
| 13 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.85% | — | +51.04% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | +428.98% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 0.83% | — | +583.29% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.78% | — | +15.62% | |
| 17 | ✓ | Powershares | 株式-その他 | 0.75% | — | — | |
| 18 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.70% | — | +1042.06% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.69% | — | +10.50% | |
| 20 | OPK | Opko Health INC | 株式-その他 | 0.69% | — | +131421.50% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.60% | — | +641.73% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.57% | — | +282.42% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.55% | — | +9844250.00% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.55% | -0.03% | +575.54% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.55% | — | +376.35% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.52% | — | +264.30% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | — | +629.41% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.52% | — | +889.58% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +261.50% | |
| 30 | VFC | Vf CORP | 株式-一般消費財 | 0.50% | — | +12111.66% | |
| 31 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.50% | — | +568.92% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.49% | — | +978.89% | |
| 33 | VTV | Vanguard Value ETF | ETF-その他 | 0.49% | — | +441.37% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | — | +230.43% | |
| 35 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.49% | — | +204.93% | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.49% | -0.30% | +268.81% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | +494.20% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.48% | — | +639.02% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.47% | — | — | |
| 40 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.46% | — | +879.38% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | +636.50% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | +809.51% | |
| 43 | DUK | Duke Energy CORP | 株式-公益事業 | 0.45% | — | +755.50% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.43% | +0.22% | +1595.16% | |
| 45 | SO | Southern Co/the | 株式-公益事業 | 0.43% | — | +536.86% | |
| 46 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.42% | — | +953.97% | |
| 47 | MBB | Ishares Mbs ETF | ETF-その他 | 0.40% | — | +350.44% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | — | +113.57% | |
| 49 | EUO | Proshares Ultrashort Euro | ETF-その他 | 0.37% | — | — | |
| 50 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.37% | — | +181.33% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +1.5% | +1000.96% | 増加 |
| 2 | T | At&t INC | +1.1% | +490.26% | 増加 |
| 3 | AEP | American Electric Power Company, Inc. | +0.9% | +585.60% | 増加 |
| 4 | XOM | Exxon Mobil CORP | +0.9% | +626.47% | 増加 |
| 5 | PG | Procter & Gamble Co/the | +0.9% | +935.38% | 増加 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.8% | +462.43% | 増加 |
| 7 | VZ | Verizon Communications INC | +0.7% | +623.36% | 増加 |
| 8 | OPK | Opko Health INC | +0.7% | +131421.50% | 増加 |
| 9 | AGG | Ishares Core U.s. Aggregate | +0.6% | +256.26% | 増加 |
| 10 | SCHB | Schwab US Broad Market ETF | +0.6% | +9844250.00% | 増加 |
| 11 | BP | Bp Plc-spons Adr | +0.5% | +1042.06% | 増加 |
| 12 | VFC | Vf CORP | +0.5% | +12111.66% | 増加 |
| 13 | CVX | Chevron CORP | +0.5% | +583.29% | 増加 |
| 14 | MO | Altria Group INC | +0.5% | +323.77% | 増加 |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | +0.4% | +1595.16% | 増加 |
| 16 | JNJ | Johnson & Johnson | +0.4% | +428.98% | 増加 |
| 17 | IWD | Ishares Russell 1000 Value E | +0.4% | +978.89% | 増加 |
| 18 | AMLPUSD | Alerian Mlp ETF | +0.4% | +568.92% | 増加 |
| 19 | PM | Philip Morris International | +0.3% | +639.02% | 増加 |
| 20 | IWF | Ishares Russell 1000 Growth | +0.3% | +889.58% | 増加 |
| 21 | NLYEUR | Annaly Capital Management In | +0.3% | +953.97% | 増加 |
| 22 | DUK | Duke Energy CORP | +0.3% | +755.50% | 増加 |
| 23 | PFE | Pfizer INC | +0.3% | +629.41% | 増加 |
| 24 | XLV | Ss Health Care Select Sector | +0.3% | +879.38% | 増加 |
| 25 | PEP | Pepsico INC | +0.3% | +809.51% | 増加 |
| 26 | WBA | Walgreens Boots Alliance INC | +0.3% | +1526.76% | 増加 |
| 27 | VCIT | Vanguard Int-term Corporate | +0.3% | +1518.23% | 増加 |
| 28 | VNQ | Vanguard Real Estate ETF | +0.3% | +376.35% | 増加 |
| 29 | SO | Southern Co/the | +0.3% | +536.86% | 増加 |
| 30 | VUG | Vanguard Growth ETF | +0.3% | +575.54% | 増加 |
| 31 | VTV | Vanguard Value ETF | +0.2% | +441.37% | 増加 |
| 32 | MCD | Mcdonald's CORP | +0.2% | +636.50% | 増加 |
| 33 | KO | Coca-cola Co/the | +0.2% | +282.42% | 増加 |
| 34 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +268.81% | 増加 |
| 35 | HD | Home Depot INC | +0.2% | +494.20% | 増加 |
| 36 | MSFT | Microsoft CORP | +0.2% | +641.73% | 増加 |
| 37 | DIS | Walt Disney Co/the | +0.1% | +264.30% | 増加 |
| 38 | PFF | Ishares Preferred & Income S | +0.1% | +204.93% | 増加 |
| 39 | AAPL | Apple INC | -0.5% | +273.71% | 増加 |
| 40 | HEFA | Isha Curr Hedged Msci Eafe | -0.9% | -87.48% | 減少 |
| 41 | IYLD | Ishares Morningstar Multi-as | -1% | -85.60% | 減少 |
| 42 | QUAL | Ishares Msci USA Quality Fac | -1.1% | -92.95% | 減少 |
| 43 | FTSM | First Trust Enh Short Mat Fd | -2.2% | -99.53% | 減少 |
| 44 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | 全売却 |
| 45 | ✓ | Powershares Qqq Trust Ser 1 | — | NEW | 新規購入 |
| 46 | ✓ | Powershares | — | NEW | 新規購入 |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | 新規購入 |
| 48 | ✓ | Transamerica ETF Tr | — | EXIT | 全売却 |
| 49 | LMBS | First Trust Low Duration Opp | — | EXIT | 全売却 |
| 50 | EUO | Proshares Ultrashort Euro | — | NEW | 新規購入 |