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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.42% | — | -53.51% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.36% | — | +3417.96% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 7.62% | — | -57.35% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 7.58% | — | — | |
| 5 | AAPL | Apple INC | 株式-IT | 7.35% | +0.13% | -1.83% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.60% | — | -2.13% | |
| 7 | ✓ | Advisorshares Tr | 株式-その他 | 4.02% | — | +153.12% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.48% | — | -38.93% | |
| 9 | SMFG | Sumitomo Mitsui Financial Group, Inc. | 株式-金融 | 3.46% | — | — | |
| 10 | SO | Southern Co/the | 株式-公益事業 | 2.93% | — | +0.85% | |
| 11 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.80% | — | +2.95% | |
| 12 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 2.68% | — | +16.37% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.07% | — | +95.72% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.29% | — | +107.49% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.11% | — | -27.24% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.01% | — | — | |
| 17 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.01% | — | — | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.01% | — | — | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.97% | — | +2.80% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | — | +11.33% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.92% | — | -0.70% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | +0.19% | |
| 23 | ✓ | Powershares | 株式-その他 | 0.80% | — | — | |
| 24 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.75% | — | — | |
| 25 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.73% | — | +8.01% | |
| 26 | MO | Altria Group INC | 株式-生活必需品 | 0.68% | — | -2.00% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | — | -43.99% | |
| 28 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.59% | — | +5.52% | |
| 29 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.58% | — | +11.74% | |
| 30 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.57% | — | -5.65% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | — | +17.13% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.55% | — | +11.62% | |
| 33 | O | Realty Income CORP | 株式-不動産 | 0.55% | — | +12.49% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.53% | — | +34.44% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | — | -0.97% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | -54.31% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | -0.08% | |
| 38 | PAYX | Paychex INC | 株式-IT | 0.48% | — | — | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | +0.24% | |
| 40 | ✓ | Powershares ETF Trust | ETF-その他 | 0.46% | — | +64.01% | |
| 41 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.44% | — | +4.25% | |
| 42 | MXIM | Maxim Integrated Products | 株式-その他 | 0.44% | — | -2.87% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.43% | — | — | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.43% | — | -9.45% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.42% | — | — | |
| 46 | PHK | Pimco High Income Fund | 株式-その他 | 0.41% | — | +266.02% | |
| 47 | D | Dominion Energy INC | 株式-公益事業 | 0.41% | — | -1.37% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.41% | — | -3.31% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | — | -3.42% | |
| 50 | NUE | Nucor CORP | 株式-素材 | 0.40% | — | -1.70% |