CIK: 0001632283
申告総資産額
$7.8億
| # | 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 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 7.11% | -0.24% | +1871.73% | |
| 2 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 5.25% | — | -15.33% | |
| 3 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 4.94% | — | -10.49% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.12% | +0.24% | +20.55% | |
| 5 | QCOM | Qualcomm INC | 株式-IT | 2.87% | — | +137.24% | |
| 6 | PEP | Pepsico INC | 株式-生活必需品 | 2.78% | — | +23.73% | |
| 7 | T | At&t INC | 株式-通信サービス | 2.72% | -0.66% | +33.62% | |
| 8 | MMM | 3m Co | 株式-資本財 | 2.61% | +0.08% | +2.66% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.45% | — | +2.05% | |
| 10 | SYY | Sysco CORP | 株式-生活必需品 | 2.30% | — | +8.50% | |
| 11 | ALL | Allstate CORP | 株式-金融 | 2.17% | — | +2.78% | |
| 12 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 2.12% | — | +6.95% | |
| 13 | ITW | Illinois Tool Works | 株式-資本財 | 1.99% | — | +4.02% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.98% | — | +9.27% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.96% | +0.03% | — | |
| 16 | ✓ | Government Pptys Income Tr | 株式-その他 | 1.89% | — | -8.85% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.81% | -0.55% | — | |
| 18 | MDIV | Ft Multi-asset Divers INC | ETF-その他 | 1.66% | — | -4.43% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.60% | -0.31% | +386.09% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.59% | -2.79% | +41.07% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.53% | — | +15.76% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.48% | +1.06% | -45.31% | |
| 23 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.44% | — | +16.70% | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.43% | — | +25.04% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.40% | — | — | |
| 26 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.25% | — | +10.63% | |
| 27 | INTC | Intel CORP | 株式-IT | 1.20% | — | +9.32% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 1.19% | -0.30% | +22.41% | |
| 29 | PM | Philip Morris International | 株式-生活必需品 | 1.18% | — | +12.08% | |
| 30 | CLX | Clorox Company | 株式-生活必需品 | 1.17% | — | +3.77% | |
| 31 | AAPL | Apple INC | 株式-IT | 1.14% | +0.13% | +186.97% | |
| 32 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.09% | — | +5.04% | |
| 33 | NUV | Nuveen Municipal Value | 株式-その他 | 0.97% | — | +9.78% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.95% | — | — | |
| 35 | BAX | Baxter International INC | 株式-ヘルスケア | 0.89% | — | -24.39% | |
| 36 | GRMN | Garmin Ltd. | 株式-IT | 0.86% | -0.08% | +0.59% | |
| 37 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.86% | — | +13.08% | |
| 38 | SO | Southern Co/the | 株式-公益事業 | 0.82% | — | +6.86% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.75% | — | +227.71% | |
| 40 | RBS 7.25 PERP H | Royal Bk Scotlnd Grp PLC | 株式-その他 | 0.73% | — | +2.25% | |
| 41 | VMO | Invesco Municipal Opport | 株式-その他 | 0.71% | — | +1.47% | |
| 42 | TEI | Templeton Emrg Mkts INC | 株式-その他 | 0.67% | — | -13.06% | |
| 43 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 0.64% | — | -3.69% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | +0.12% | +525.10% | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.58% | — | +4294.58% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | — | |
| 47 | TGT | Target CORP | 株式-一般消費財 | 0.55% | — | +1378.80% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.52% | — | -35.87% | |
| 49 | TXN | Texas Instruments INC | 株式-IT | 0.49% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | +0.03% | +336.92% |