CIK: 0001589661
申告総資産額
$2.1億
| # | 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 | NEE | Nextera Energy INC | 株式-公益事業 | 19.27% | -1.04% | +1.90% | |
| 2 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 7.45% | -0.11% | +3.37% | |
| 3 | WEP | Magellan Midstream Partners | 株式-その他 | 4.39% | — | +0.69% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.34% | +0.30% | +0.54% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.98% | -0.01% | +3.33% | |
| 6 | BAC | Bank Of America CORP | 株式-金融 | 3.90% | -0.20% | +1.74% | |
| 7 | PFE | Pfizer INC | 株式-ヘルスケア | 3.79% | +0.41% | +3.91% | |
| 8 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 3.73% | -0.25% | +3.38% | |
| 9 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 3.65% | — | +2.89% | |
| 10 | BP | Bp Plc-spons Adr | 株式-エネルギー | 3.60% | — | +1.15% | |
| 11 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 3.16% | — | — | |
| 12 | EPD | Enterprise Products Partners | 株式-エネルギー | 3.13% | — | -3.70% | |
| 13 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 2.56% | — | -0.48% | |
| 14 | BTZ | Blackrock Credit Allocation | 株式-その他 | 2.34% | — | +0.34% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 2.30% | — | -1.15% | |
| 16 | UL | Unilever PLC | 株式-生活必需品 | 2.30% | — | +1.96% | |
| 17 | BKK | Blackrock Muni 2020 Term Tr | 株式-その他 | 2.28% | — | +0.25% | |
| 18 | O | Realty Income CORP | 株式-不動産 | 2.14% | — | +1.25% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.12% | -0.10% | — | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.67% | +0.17% | — | |
| 21 | WELL | Welltower INC | 株式-不動産 | 1.62% | — | +2.93% | |
| 22 | ✓ | Yahoo INC | 株式-その他 | 1.47% | — | — | |
| 23 | OKE | ONEOK, Inc. | 株式-エネルギー | 1.32% | — | -1.09% | |
| 24 | GM | General Motors Co | 株式-一般消費財 | 1.27% | -0.26% | +4.57% | |
| 25 | OPK | Opko Health INC | 株式-その他 | 1.14% | -0.48% | +6.41% | |
| 26 | ✓ | 株式-その他 | 1.10% | -0.14% | +1.07% | ||
| 27 | F | Ford Motor Co | 株式-一般消費財 | 1.01% | -0.10% | -0.55% | |
| 28 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.87% | — | +4.89% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.63% | +0.25% | +68.83% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | +0.06% | — | |
| 31 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.56% | — | — | |
| 32 | DUK | Duke Energy CORP | 株式-公益事業 | 0.50% | — | -1.72% | |
| 33 | EXC | Exelon CORP | 株式-公益事業 | 0.45% | — | — | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | — | +82.18% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.37% | +0.05% | +13.48% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | +0.08% | -1.05% | |
| 37 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.35% | — | -11.80% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | +19.49% | |
| 39 | ✓ | Organovo Hldgs INC | 株式-その他 | 0.26% | — | +10.58% | |
| 40 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.25% | — | — | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.23% | — | — | |
| 42 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.23% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.22% | — | +47.74% | |
| 44 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 0.22% | — | — | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.20% | — | -17.74% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.19% | — | +3.39% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.18% | +0.07% | +40.23% | |
| 48 | AEP | American Electric Power | 株式-公益事業 | 0.16% | — | — | |
| 49 | C | Citigroup INC | 株式-金融 | 0.15% | — | — | |
| 50 | ED | Consolidated Edison INC | 株式-公益事業 | 0.15% | — | — |