CIK: 0001650300
申告総資産額
$3.0億
| # | 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 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 18.83% | +0.49% | +3.39% | |
| 2 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 9.53% | — | -10.28% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.84% | -0.08% | +12.69% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.57% | — | -11.20% | |
| 5 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 5.52% | — | +5.42% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.36% | -0.52% | +8.07% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-その他 | 4.82% | +0.13% | +7.89% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.14% | — | +54.35% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.56% | -0.10% | -1.17% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.28% | -0.05% | +15.14% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.11% | -0.06% | -1.55% | |
| 12 | T | At&t INC | 株式-通信サービス | 1.68% | +0.04% | +39.52% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.55% | -0.13% | -3.01% | |
| 14 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.36% | — | +18.72% | |
| 15 | MO | Altria Group INC | 株式-生活必需品 | 1.31% | — | +1.02% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.27% | +0.17% | -9.60% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.15% | +0.19% | +12.78% | |
| 18 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.08% | — | +1.71% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.06% | +0.07% | -4.29% | |
| 20 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.06% | +0.05% | -0.48% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.05% | — | +79.72% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.01% | -0.02% | -5.87% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.95% | — | +5.09% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.89% | — | +105.93% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.79% | -0.02% | +8.69% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | +4.38% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.66% | -0.07% | -19.79% | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 0.62% | — | +2.05% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | — | -0.96% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.58% | -0.65% | +10.26% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.55% | — | +81.66% | |
| 32 | AAPL | Apple INC | 株式-IT | 0.53% | -0.13% | +10.36% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.50% | -0.04% | -3.63% | |
| 34 | GIS | General Mills INC | 株式-生活必需品 | 0.49% | — | -15.94% | |
| 35 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.44% | — | +14.73% | |
| 36 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.42% | — | -24.09% | |
| 37 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.40% | -0.15% | EXIT | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.40% | -0.06% | -9.78% | |
| 39 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.37% | — | -26.13% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.36% | — | -5.89% | |
| 41 | BDJ | Blackrock Enhanced Eqty Dvd | 株式-その他 | 0.34% | — | -30.46% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | -0.02% | +23.82% | |
| 43 | CSX | Csx CORP | 株式-資本財 | 0.26% | — | -3.94% | |
| 44 | PPG | Ppg Industries INC | 株式-素材 | 0.26% | — | — | |
| 45 | MDT | Medtronic plc | 株式-ヘルスケア | 0.25% | — | -23.15% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.25% | -0.19% | +0.57% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.25% | +0.06% | -27.43% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.25% | +0.03% | +4.81% | |
| 49 | WFC | Wells Fargo & Co | 株式-金融 | 0.24% | — | +0.85% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.23% | -0.05% | +0.35% |