CIK: 0001598381
申告総資産額
$1.3億
上位200銘柄を表示中（全404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 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 9.58% | — | -12.21% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.25% | -0.02% | -2.03% | |
| 3 | ✓ | Proshares | 株式-その他 | 3.83% | — | -2.49% | |
| 4 | BBTUSD | Bb&t CORP | 株式-その他 | 2.99% | — | — | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.15% | — | +0.70% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.95% | -0.39% | EXIT | |
| 7 | AAPL | Apple INC | 株式-IT | 1.88% | -0.89% | +0.99% | |
| 8 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.71% | — | -19.21% | |
| 9 | T | At&t INC | 株式-通信サービス | 1.61% | -0.04% | -2.26% | |
| 10 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.59% | — | -3.12% | |
| 11 | DDD | 3d Systems CORP | 株式-その他 | 1.55% | — | — | |
| 12 | RF | Regions Financial CORP | 株式-金融 | 1.47% | -0.21% | -2.79% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.45% | — | -32.31% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.43% | — | -52.74% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.42% | — | +4.46% | |
| 16 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 1.38% | — | -29.58% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 1.35% | +0.32% | NEW | |
| 18 | INTC | Intel CORP | 株式-IT | 1.29% | — | -2.50% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.16% | +0.03% | -0.73% | |
| 20 | EWQ | Ishares Msci France ETF | ETF-その他 | 1.08% | — | -37.73% | |
| 21 | PMO | Putnam Municipal Oppor | 株式-その他 | 1.08% | — | -23.65% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.07% | -0.13% | +2.88% | |
| 23 | POST | Post Holdings, Inc. | 株式-生活必需品 | 0.99% | — | -2.36% | |
| 24 | WIW | Western Asst Infl-lnk Opp | 株式-その他 | 0.94% | — | -13.40% | |
| 25 | EWL | Ishares Msci Switzerland ETF | ETF-その他 | 0.90% | — | -11.48% | |
| 26 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.88% | — | -48.13% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | +0.49% | +1.25% | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.80% | — | +1.52% | |
| 29 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.79% | — | -4.48% | |
| 30 | SCI | Service CORP International | 株式-一般消費財 | 0.76% | — | +0.38% | |
| 31 | WFC | Wells Fargo & Co | 株式-金融 | 0.73% | — | +3.32% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.72% | — | -13.60% | |
| 33 | EQR | Equity Residential | 株式-不動産 | 0.71% | — | +0.78% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.68% | — | -4.70% | |
| 35 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.66% | — | +112.41% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.66% | -0.04% | — | |
| 37 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.65% | — | +0.25% | |
| 38 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.65% | — | -1.34% | |
| 39 | COP | Conocophillips | 株式-エネルギー | 0.64% | — | — | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.64% | -0.09% | +2.37% | |
| 41 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.64% | — | -9.79% | |
| 42 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.64% | — | +0.39% | |
| 43 | ABBNY | Abb Ltd-spon Adr | 株式-資本財 | 0.62% | -0.01% | +1.90% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.62% | +0.25% | +5.13% | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.61% | -0.40% | EXIT | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.61% | — | +5.50% | |
| 47 | ITW | Illinois Tool Works | 株式-資本財 | 0.61% | — | +3.11% | |
| 48 | EFX | Equifax INC | 株式-資本財 | 0.59% | — | — | |
| 49 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.58% | — | +18.18% | |
| 50 | ✓ | 株式-その他 | 0.57% | — | -0.45% |