CIK: 0001588871
申告総資産額
$18.9億
上位200銘柄を表示中（全639銘柄）
| # | 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 10.67% | — | +27.56% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 10.53% | -0.97% | +1.28% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 10.03% | +0.17% | +1.67% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-その他 | 8.31% | -0.23% | -7.46% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.51% | -0.31% | +4.39% | |
| 6 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.29% | — | +40.49% | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.29% | — | +1.77% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.20% | -0.17% | +2.06% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.08% | -0.21% | -36.58% | |
| 10 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 2.01% | — | +619.60% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.92% | -0.33% | +3.96% | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 1.85% | — | +6.52% | |
| 13 | SWKS | Skyworks Solutions INC | 株式-IT | 1.39% | — | -49.72% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.37% | -0.18% | +6.06% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.33% | — | +52.09% | |
| 16 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.31% | -0.10% | +4.45% | |
| 17 | TMK | Torchmark CORP | 株式-その他 | 1.06% | — | — | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.03% | +0.19% | +2.82% | |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.97% | — | -2.33% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.96% | +0.03% | +0.06% | |
| 21 | ✓ | Proshares | 株式-その他 | 0.90% | — | -3.36% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.86% | — | +5.97% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.71% | -0.30% | +1.21% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | +0.11% | +24.13% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | +0.08% | -1.93% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | -0.31% | |
| 27 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.58% | — | +8.08% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.55% | — | +5.72% | |
| 29 | ✓ | Energen CORP | 株式-その他 | 0.54% | — | -25.95% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | +17.61% | |
| 31 | SO | Southern Co/the | 株式-公益事業 | 0.48% | +0.03% | -5.09% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.48% | — | +6.13% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | -6.79% | |
| 34 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.44% | — | +1.28% | |
| 35 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.42% | — | — | |
| 36 | ESGRP | Enstar Group Limited - Deposita | 株式-その他 | 0.42% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | +3.69% | |
| 38 | RF | Regions Financial CORP | 株式-金融 | 0.40% | — | -0.05% | |
| 39 | BAX | Baxter International INC | 株式-ヘルスケア | 0.39% | — | — | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.39% | — | — | |
| 41 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.39% | — | — | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.38% | — | +10.55% | |
| 43 | PRA | Proassurance CORP | 株式-その他 | 0.37% | — | +6.08% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.37% | — | +4.16% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.37% | — | — | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.36% | — | +4.11% | |
| 47 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.34% | — | — | |
| 48 | ✓ | 株式-その他 | 0.32% | — | — | ||
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.31% | — | +42.39% | |
| 50 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.30% | — | — |