CIK: 0001696628
申告総資産額
$10.5億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 18.86% | -0.16% | +7.12% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 14.35% | — | +10.73% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 11.66% | — | +9.37% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.29% | — | +13.06% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.51% | -0.07% | +3.06% | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.32% | — | -4.45% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.09% | — | +18.59% | |
| 8 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.93% | — | +7.13% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.67% | -0.19% | -6.88% | |
| 10 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 1.65% | — | +7.99% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.32% | — | -17.39% | |
| 12 | MO | Altria Group INC | 株式-生活必需品 | 1.27% | — | -7.09% | |
| 13 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-その他 | 1.25% | — | +13.38% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.15% | — | -0.34% | |
| 15 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 1.11% | — | — | |
| 16 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.01% | — | -2.26% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | -0.12% | -2.40% | |
| 18 | FDX | Fedex CORP | 株式-資本財 | 0.96% | — | -6.54% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.96% | -0.16% | +2.71% | |
| 20 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.92% | — | +59.21% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.88% | -0.32% | -1.78% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | -0.15% | -0.46% | |
| 23 | CELG | Celgene CORP | 株式-その他 | 0.84% | — | -0.78% | |
| 24 | PNC | Pnc Financial Services Group | 株式-金融 | 0.81% | — | +6.13% | |
| 25 | DAL | Delta Air Lines INC | 株式-資本財 | 0.75% | — | -0.42% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.73% | — | -2.16% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | -0.17% | -0.26% | |
| 28 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.69% | — | +1.63% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | — | -7.74% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | — | +1.48% | |
| 31 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.67% | — | -0.96% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.67% | — | — | |
| 33 | PM | Philip Morris International | 株式-生活必需品 | 0.66% | — | +0.78% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.64% | — | -3.05% | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 0.63% | — | +0.82% | |
| 36 | SO | Southern Co/the | 株式-公益事業 | 0.59% | — | +7.89% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | -0.09% | -2.42% | |
| 38 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.52% | — | -1.18% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | — | -4.84% | |
| 40 | ✓ | 株式-その他 | 0.50% | — | +4.88% | ||
| 41 | NGG | National Grid plc | 株式-公益事業 | 0.49% | — | -0.95% | |
| 42 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.47% | — | -1.47% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | -2.07% | |
| 44 | ED | Consolidated Edison INC | 株式-公益事業 | 0.41% | — | +8.72% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.41% | — | +1.72% | |
| 46 | ✓ | Powershares Dynamic | 株式-その他 | 0.39% | — | +21.97% | |
| 47 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.38% | — | +8.88% | |
| 48 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.37% | — | +4.43% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | — | -0.19% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.34% | -0.13% | -19.15% |