CIK: 0001716180
申告総資産額
$3.8億
| # | 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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 32.38% | +0.05% | +2.75% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 10.20% | — | +3.83% | |
| 3 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 8.40% | — | -1.10% | |
| 4 | AAPL | Apple INC | 株式-IT | 8.30% | -0.96% | +0.36% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.29% | +0.09% | +20.91% | |
| 6 | ITW | Illinois Tool Works | 株式-資本財 | 4.20% | — | -4.65% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 3.12% | — | -0.83% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.55% | -0.01% | +31.04% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.48% | -0.01% | +0.20% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.24% | — | -2.24% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.18% | -0.10% | +0.34% | |
| 12 | BUSE | First Busey CORP | 株式-その他 | 1.12% | — | +0.19% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.11% | +0.20% | -6.57% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.10% | -0.08% | -0.26% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.06% | — | -1.25% | |
| 16 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.00% | — | -1.33% | |
| 17 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.81% | — | -1.46% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | -0.01% | +1.58% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | +0.07% | +0.26% | |
| 20 | PGR | Progressive CORP | 株式-金融 | 0.72% | -0.20% | — | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.67% | -0.19% | +0.21% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | -0.24% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.60% | — | -3.39% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.08% | -4.03% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.52% | +0.03% | -2.30% | |
| 26 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.48% | — | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | -0.03% | +10.08% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.45% | — | -25.86% | |
| 29 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.38% | — | +29.01% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.36% | -0.03% | +0.10% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.36% | -0.02% | +0.15% | |
| 32 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.36% | — | -4.51% | |
| 33 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.35% | — | -1.19% | |
| 34 | UTXZ | United Tech CORP | 株式-その他 | 0.34% | — | — | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.31% | — | -16.19% | |
| 36 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.30% | — | — | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.29% | — | +0.50% | |
| 38 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.28% | — | -9.33% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.28% | — | +0.46% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.27% | — | -1.73% | |
| 41 | DE | Deere & Co | 株式-資本財 | 0.26% | — | — | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.26% | +0.03% | +0.14% | |
| 43 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.25% | — | -1.46% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | -0.03% | — | |
| 45 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.24% | — | +0.59% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.23% | — | +0.36% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.22% | -0.03% | — | |
| 48 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.21% | +0.05% | -0.04% | |
| 49 | EBND | State Street Spdr Bloomberg | ETF-その他 | 0.21% | — | +31.34% | |
| 50 | GD | General Dynamics CORP | 株式-資本財 | 0.21% | — | +0.05% |