CIK: 0001728321
申告総資産額
$18.7億
| # | 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 | 10.21% | -0.41% | +2.81% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.64% | -0.18% | +13.07% | |
| 3 | TWTRUSD | Twitter INC | 株式-その他 | 4.46% | — | — | |
| 4 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 3.27% | — | +198.54% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.21% | — | +119.01% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.72% | — | — | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.48% | — | +33.18% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.03% | — | +190.73% | |
| 9 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.78% | — | +4.37% | |
| 10 | IYF | Ishares US Financials ETF | ETF-その他 | 1.71% | — | +110.10% | |
| 11 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 1.67% | — | — | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.53% | — | -1.22% | |
| 13 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.51% | — | — | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.34% | — | +32.92% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | +0.22% | +15.17% | |
| 16 | T | At&t INC | 株式-通信サービス | 0.99% | — | +16.45% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.96% | — | +4.57% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.95% | +0.13% | +8.40% | |
| 19 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.91% | — | -6.69% | |
| 20 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.91% | — | +39.22% | |
| 21 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.90% | — | — | |
| 22 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.87% | — | — | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.84% | — | +18.93% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.84% | — | -65.24% | |
| 25 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.81% | — | — | |
| 26 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.81% | — | +213.43% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | — | +183.04% | |
| 28 | TWXCHF | Time Warner INC | 株式-その他 | 0.79% | — | +1.07% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.78% | -0.19% | — | |
| 30 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.73% | — | +50.18% | |
| 31 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.73% | — | — | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.72% | — | +130.93% | |
| 33 | ✓ | United Dev Funding Xxxregistration Revoked By THE Sec Eff: 08/13/20 | 株式-その他 | 0.72% | — | +17.66% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.68% | — | +58.32% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.68% | — | +119.19% | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.66% | — | -65.00% | |
| 37 | CELG | Celgene CORP | 株式-その他 | 0.65% | — | +93.77% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.64% | — | — | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.70% | +50.56% | |
| 40 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.59% | — | — | |
| 41 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.59% | — | -85.58% | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.59% | — | +61.55% | |
| 43 | ACN | Accenture plc | 株式-IT | 0.55% | — | — | |
| 44 | ✓ | Powershares ETF Trust | ETF-その他 | 0.55% | — | — | |
| 45 | 90002USD | Guggenheim Bulletshares 2018 | ETF-その他 | 0.54% | — | — | |
| 46 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.52% | — | +19.71% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.51% | — | +88.29% | |
| 48 | ORI | Old Republic Intl CORP | 株式-金融 | 0.50% | — | — | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.50% | — | — | |
| 50 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.48% | — | — |