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 | 8.05% | -0.24% | -0.86% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 6.78% | +2.23% | NEW | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.88% | — | +37.10% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.20% | +0.56% | +8.97% | |
| 5 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 4.24% | — | +5.60% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.02% | -2.79% | +7.13% | |
| 7 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 3.46% | — | +11.33% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.28% | +0.01% | +7.07% | |
| 9 | T | At&t INC | 株式-通信サービス | 2.38% | -0.66% | +13.44% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.05% | +0.24% | -3.57% | |
| 11 | VLO | Valero Energy CORP | 株式-エネルギー | 1.64% | -0.13% | +18.60% | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 1.60% | — | +7.75% | |
| 13 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 1.58% | — | +15.37% | |
| 14 | INTC | Intel CORP | 株式-IT | 1.52% | — | -0.27% | |
| 15 | ETN | Eaton Corporation plc | 株式-資本財 | 1.45% | +0.16% | +16.43% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.44% | +0.09% | +24.95% | |
| 17 | OKE | Oneok INC | 株式-エネルギー | 1.39% | — | +22.08% | |
| 18 | GRMN | Garmin Ltd. | 株式-IT | 1.39% | -0.08% | -9.54% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.28% | +0.20% | +8.51% | |
| 20 | BBTUSD | Bb&t CORP | 株式-その他 | 1.20% | — | — | |
| 21 | TU | Telus CORP | 株式-その他 | 1.19% | — | +24.52% | |
| 22 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.17% | — | +21.35% | |
| 23 | DOW | Dow INC | 株式-素材 | 1.16% | — | +352.22% | |
| 24 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.14% | — | -10.61% | |
| 25 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.11% | — | +4.13% | |
| 26 | PRU | Prudential Financial INC | 株式-金融 | 1.05% | — | +29.85% | |
| 27 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 1.04% | — | -29.52% | |
| 28 | EMR | Emerson Electric Co | 株式-資本財 | 1.02% | — | +26.04% | |
| 29 | XLE | Ss Energy Select Sector | ETF-その他 | 0.92% | — | +28.75% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | -0.31% | +0.21% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.90% | — | +29.17% | |
| 32 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.88% | — | — | |
| 33 | PM | Philip Morris International | 株式-生活必需品 | 0.85% | — | +7.70% | |
| 34 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.83% | — | +33.58% | |
| 35 | WM | Waste Management INC | 株式-資本財 | 0.82% | — | -19.87% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.78% | — | — | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.73% | — | -9.13% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.73% | +0.13% | -40.89% | |
| 39 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.71% | — | -15.20% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | -0.30% | -9.98% | |
| 41 | DAL | Delta Air Lines INC | 株式-資本財 | 0.61% | — | -25.39% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.59% | -0.55% | -5.08% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.57% | — | -2.37% | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.57% | — | — | |
| 45 | CDC | Victoryshares US Eq Income E | ETF-その他 | 0.56% | — | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.54% | +0.03% | -27.55% | |
| 47 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.51% | — | — | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.51% | — | +1.30% | |
| 49 | VTR | Ventas INC | 株式-不動産 | 0.50% | — | -3.83% | |
| 50 | BAX | Baxter International INC | 株式-ヘルスケア | 0.49% | — | -24.66% |