CIK: 0001640638
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 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 18.33% | -0.31% | +18.89% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 17.09% | -0.60% | +21.90% | |
| 3 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 15.16% | — | +3.25% | |
| 4 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 12.41% | -0.78% | +22.89% | |
| 5 | ✓ | Powershares ETF Trust | ETF-その他 | 10.23% | — | +24.38% | |
| 6 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 6.65% | -0.34% | +14.55% | |
| 7 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 5.90% | -0.33% | +18.98% | |
| 8 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 5.89% | — | +10.44% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.92% | -0.02% | -46.64% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.90% | +1.08% | +12.11% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.77% | +0.53% | +14.47% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.44% | +0.87% | +0.95% | |
| 13 | ✓ | Isle Of Capri Casinos | 株式-その他 | 0.43% | — | — | |
| 14 | CME | Cme Group INC | 株式-金融 | 0.39% | — | — | |
| 15 | IBM | Intl Business Machines CORP | 株式-IT | 0.33% | — | -1.50% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.30% | -0.46% | EXIT | |
| 17 | T | At&t INC | 株式-通信サービス | 0.24% | -0.17% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | +0.06% | -48.93% | |
| 19 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.23% | — | -15.49% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.23% | -0.83% | +0.07% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | — | +27.89% | |
| 22 | SYK | Stryker CORP | 株式-ヘルスケア | 0.19% | — | — | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.18% | — | +1.82% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.17% | — | -0.43% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.17% | — | — | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.16% | — | +0.57% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.16% | -0.13% | -4.76% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.15% | — | — | |
| 29 | BXP | Bxp INC | 株式-不動産 | 0.14% | — | +0.51% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.12% | — | — | |
| 31 | CB | Chubb Limited | 株式-金融 | 0.12% | — | — | |
| 32 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.11% | — | +0.23% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.11% | — | +0.15% | |
| 34 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.10% | — | -39.52% | |
| 35 | GLDD | Great Lakes Dredge & Dock Co | 株式-その他 | 0.10% | — | — | |
| 36 | RICEEUR | Eqt Re Merger Sub INC | 株式-その他 | 0.10% | — | — | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.09% | -0.15% | EXIT | |
| 38 | ITW | Illinois Tool Works | 株式-資本財 | 0.09% | -0.54% | — | |
| 39 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.09% | — | -30.21% | |
| 40 | WM | Waste Management INC | 株式-資本財 | 0.08% | — | +1.47% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.08% | — | — | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.07% | — | — | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.07% | — | — | |
| 44 | ✓ | Mfri INC | 株式-その他 | 0.03% | — | — |