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 | 8.97% | -0.24% | +1.59% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 7.83% | +2.23% | NEW | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 5.15% | +0.56% | +0.09% | |
| 4 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 4.65% | — | -2.42% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.34% | — | — | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.12% | -2.79% | -11.01% | |
| 7 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 3.44% | — | +3209.40% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.32% | +0.01% | -13.07% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.41% | — | +4.23% | |
| 10 | INTC | Intel CORP | 株式-IT | 1.93% | — | +1.81% | |
| 11 | PFE | Pfizer INC | 株式-ヘルスケア | 1.89% | — | -11.73% | |
| 12 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 1.84% | — | — | |
| 13 | GRMN | Garmin Ltd. | 株式-IT | 1.66% | -0.08% | +3.30% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.64% | +0.24% | -6.42% | |
| 15 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 1.58% | — | -9.81% | |
| 16 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.57% | — | -0.88% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.56% | +1.06% | -2.47% | |
| 18 | T | At&t INC | 株式-通信サービス | 1.48% | -0.66% | -2.59% | |
| 19 | VLO | Valero Energy CORP | 株式-エネルギー | 1.37% | -0.13% | +4.24% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.31% | +0.20% | -16.74% | |
| 21 | ETN | Eaton Corporation plc | 株式-資本財 | 1.30% | +0.16% | -9.41% | |
| 22 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.26% | — | -15.80% | |
| 23 | SLB | Slb LTD | 株式-エネルギー | 1.20% | — | -4.46% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.15% | +0.13% | +47.44% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.07% | +0.08% | -1.57% | |
| 26 | TU | Telus CORP | 株式-その他 | 1.05% | — | -0.02% | |
| 27 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.03% | — | +3.55% | |
| 28 | WM | Waste Management INC | 株式-資本財 | 1.01% | — | +0.85% | |
| 29 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.99% | — | -45.42% | |
| 30 | OKE | Oneok INC | 株式-エネルギー | 0.98% | — | +601.95% | |
| 31 | EMR | Emerson Electric Co | 株式-資本財 | 0.95% | — | -11.82% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | -0.31% | -8.99% | |
| 33 | DAL | Delta Air Lines INC | 株式-資本財 | 0.92% | — | +2.24% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | -0.30% | +5.10% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.87% | -0.55% | -2.26% | |
| 36 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.83% | — | -12.36% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.82% | — | +11.26% | |
| 38 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.79% | — | +8.36% | |
| 39 | PM | Philip Morris International | 株式-生活必需品 | 0.77% | — | -25.87% | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.77% | — | +37.72% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | +0.03% | +205.17% | |
| 42 | PRU | Prudential Financial INC | 株式-金融 | 0.74% | — | -31.38% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.72% | — | +686.43% | |
| 44 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.68% | — | -34.19% | |
| 45 | VTR | Ventas INC | 株式-不動産 | 0.63% | — | -11.11% | |
| 46 | BAX | Baxter International INC | 株式-ヘルスケア | 0.63% | — | -2.08% | |
| 47 | OSBCAD | Norbord INC | 株式-その他 | 0.58% | — | -64.79% | |
| 48 | ALL | Allstate CORP | 株式-金融 | 0.58% | — | -35.00% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | — | +11.40% | |
| 50 | BFST | Business First Bancshares | 株式-その他 | 0.53% | — | — |