CIK: 0001633387
申告総資産額
$64.0億
| # | 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 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 17.93% | — | -28.75% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 17.34% | — | -29.07% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.02% | +0.13% | +1.07% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.60% | — | -3.45% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.31% | — | +50.42% | |
| 6 | SO | Southern Co/the | 株式-公益事業 | 2.97% | — | +9.30% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.56% | — | -3.41% | |
| 8 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 2.28% | — | +5.92% | |
| 9 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 2.19% | — | +8.57% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.95% | — | -4.14% | |
| 11 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 1.79% | — | +1.28% | |
| 12 | ✓ | Advisorshares Tr | 株式-その他 | 1.52% | — | — | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.29% | — | +11.26% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.11% | — | +42.77% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.98% | — | — | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.98% | — | -2.30% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.94% | — | -4.70% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | — | +5.00% | |
| 19 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.82% | — | — | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | +0.95% | |
| 21 | MO | Altria Group INC | 株式-生活必需品 | 0.74% | — | +0.02% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.63% | — | +4.35% | |
| 23 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.61% | — | +84.85% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.60% | — | -1.21% | |
| 25 | DLTR | Dollar Tree INC | 株式-生活必需品 | 0.58% | — | -0.04% | |
| 26 | ADBE | Adobe INC | 株式-IT | 0.58% | — | +7.06% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.58% | — | — | |
| 28 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.57% | — | -6.01% | |
| 29 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.56% | — | -5.13% | |
| 30 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.55% | — | +3.88% | |
| 31 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.55% | — | +0.17% | |
| 32 | EA | Electronic Arts INC | 株式-通信サービス | 0.54% | — | +0.14% | |
| 33 | FRCB | First Republic Bank/ca | 株式-金融 | 0.53% | — | -0.03% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | — | +16.36% | |
| 35 | CELG | Celgene CORP | 株式-その他 | 0.52% | — | +8.19% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.51% | — | +16.58% | |
| 37 | O | Realty Income CORP | 株式-不動産 | 0.50% | — | +1.33% | |
| 38 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.49% | — | +7.46% | |
| 39 | PAYX | Paychex INC | 株式-IT | 0.47% | — | -10.09% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | +15.01% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | — | -25.42% | |
| 42 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.44% | — | -0.17% | |
| 43 | D | Dominion Energy INC | 株式-公益事業 | 0.43% | — | -1.17% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | — | +0.46% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | — | -2.87% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.41% | — | -3.69% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | — | -0.24% | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.40% | — | -0.25% | |
| 49 | NUE | Nucor CORP | 株式-素材 | 0.40% | — | -1.64% | |
| 50 | NGG | National Grid plc | 株式-公益事業 | 0.40% | — | -2.48% |