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 | 23.70% | -1.04% | -4.96% | |
| 2 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 10.35% | -0.11% | -11.16% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.48% | -0.01% | +7.24% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.36% | +0.30% | +1.68% | |
| 5 | BAC | Bank Of America CORP | 株式-金融 | 4.18% | -0.20% | -0.34% | |
| 6 | PFE | Pfizer INC | 株式-ヘルスケア | 3.67% | +0.41% | -0.30% | |
| 7 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 3.00% | — | -0.16% | |
| 8 | BP | Bp Plc-spons Adr | 株式-エネルギー | 2.90% | — | -1.44% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.71% | -0.10% | +8.92% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 2.56% | +0.18% | +0.27% | |
| 11 | WEP | Magellan Midstream Partners | 株式-その他 | 2.24% | — | -2.13% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 2.15% | — | -0.88% | |
| 13 | BTZ | Blackrock Credit Allocation | 株式-その他 | 1.88% | — | -0.94% | |
| 14 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.66% | +0.06% | -1.27% | |
| 15 | O | Realty Income CORP | 株式-不動産 | 1.58% | — | -5.19% | |
| 16 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 1.56% | — | — | |
| 17 | HN9 | Hanesbrands INC | 株式-その他 | 1.53% | -1.53% | EXIT | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.44% | +0.17% | -0.26% | |
| 19 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.44% | — | -0.41% | |
| 20 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.29% | — | -0.22% | |
| 21 | GM | General Motors Co | 株式-一般消費財 | 1.28% | -0.26% | -0.08% | |
| 22 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 1.20% | — | -3.31% | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.14% | -0.25% | -2.04% | |
| 24 | BKK | Blackrock Muni 2020 Term Tr | 株式-その他 | 0.97% | — | -2.82% | |
| 25 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.80% | — | +6.47% | |
| 26 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.77% | +0.02% | -1.97% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | +0.06% | +3.22% | |
| 28 | VDE | Vanguard Energy ETF | ETF-その他 | 0.65% | — | -2.40% | |
| 29 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.64% | +0.04% | -1.27% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.63% | — | +10.46% | |
| 31 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.58% | -0.14% | -2.58% | |
| 32 | OPK | Opko Health INC | 株式-その他 | 0.57% | -0.48% | -4.65% | |
| 33 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.50% | — | — | |
| 34 | AAPL | Apple INC | 株式-IT | 0.48% | +0.25% | -4.20% | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 0.47% | — | — | |
| 36 | ✓ | 株式-その他 | 0.45% | -0.14% | -4.55% | ||
| 37 | SRPT | Sarepta Therapeutics INC | 株式-ヘルスケア | 0.43% | +0.06% | — | |
| 38 | F | Ford Motor Co | 株式-一般消費財 | 0.40% | -0.10% | -3.20% | |
| 39 | EXC | Exelon CORP | 株式-公益事業 | 0.38% | — | — | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.08% | +4.03% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.34% | — | +17.02% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.33% | — | — | |
| 43 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.32% | — | — | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | — | — | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.31% | — | +0.63% | |
| 46 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.31% | — | -3.07% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.31% | +0.05% | +26.25% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.30% | +1.66% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.29% | — | -4.21% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.26% | +0.14% | — |