CIK: 0001757260
申告総資産額
$5557.1万
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 24.27% | — | -2.19% | |
| 2 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 21.19% | — | +172.61% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 11.61% | — | +9.33% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.50% | — | -0.51% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 7.66% | — | -59.58% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.94% | — | +917.70% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.65% | — | +301.96% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 3.60% | — | +14.77% | |
| 9 | BBN | Blackrock Taxable Muni Bnd | 株式-その他 | 2.62% | — | -46.93% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.31% | — | -3.52% | |
| 11 | NEM | Newmont CORP | 株式-素材 | 2.08% | — | +1.07% | |
| 12 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.43% | — | +18.92% | |
| 13 | EIPI | FT Energy Income Partners Enhanced Income ETF | ETF-その他 | 1.14% | — | -7.52% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.11% | — | +12.18% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.78% | — | +31.37% | |
| 16 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.74% | — | -19.80% | |
| 17 | DOW | Dow INC | 株式-素材 | 0.65% | — | -37.26% | |
| 18 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.57% | — | -29.41% | |
| 19 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.55% | — | -2.62% | |
| 20 | NLY | Annaly Capital Management In | 株式-不動産 | 0.45% | — | +16.33% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 0.44% | — | +46.91% | |
| 22 | APO | Apollo Global Management INC | 株式-金融 | 0.39% | — | -8.24% | |
| 23 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.33% | — | -1.60% | |
| 24 | ZOMDF | Zomedica CORP | 株式-その他 | 0.01% | — | — |