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 | 34.56% | +0.05% | +2.31% | |
| 2 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 11.27% | — | +3.42% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 10.77% | — | +2.76% | |
| 4 | AAPL | Apple INC | 株式-IT | 9.31% | -0.96% | +0.42% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.46% | +0.09% | +1.87% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 3.28% | — | +1.39% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.92% | -0.01% | +0.76% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.19% | — | -1.54% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.15% | -0.08% | +0.31% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.13% | +0.20% | — | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.11% | — | +0.36% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.05% | -0.01% | +0.26% | |
| 13 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.05% | — | +0.22% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.03% | -0.10% | +0.42% | |
| 15 | BUSE | First Busey CORP | 株式-その他 | 1.01% | — | -6.20% | |
| 16 | PGR | Progressive CORP | 株式-金融 | 0.85% | -0.20% | — | |
| 17 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.84% | — | — | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.81% | — | +2.07% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | -0.01% | — | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.72% | -0.19% | -9.08% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 0.70% | — | -0.33% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | +0.07% | +0.21% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.03% | -2.56% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | +0.08% | +0.27% | |
| 25 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.46% | — | +2.90% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | +0.03% | -5.89% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.40% | — | -10.30% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.38% | -0.02% | -2.28% | |
| 29 | UTXZ | United Tech CORP | 株式-その他 | 0.37% | — | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.34% | -0.03% | -1.60% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.31% | — | -0.02% | |
| 32 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.30% | — | +0.39% | |
| 33 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.28% | — | +3.40% | |
| 34 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.27% | — | — | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.27% | — | -5.01% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.26% | — | — | |
| 37 | DE | Deere & Co | 株式-資本財 | 0.25% | — | — | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.25% | — | +0.57% | |
| 39 | CAT | Caterpillar INC | 株式-資本財 | 0.24% | +0.03% | +0.14% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.24% | -0.03% | -4.31% | |
| 41 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.23% | +0.05% | +0.26% | |
| 42 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.22% | — | -3.48% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.22% | -0.03% | — | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 0.21% | — | +40.59% | |
| 45 | GD | General Dynamics CORP | 株式-資本財 | 0.21% | — | +0.05% | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.21% | — | +1.67% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.20% | — | +0.40% | |
| 48 | USB | US Bancorp | 株式-金融 | 0.20% | — | — | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.20% | -0.01% | +0.10% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.19% | — | -3.80% |