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 | 8.96% | -0.24% | +2.66% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 7.71% | — | +3.30% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 5.97% | +0.56% | +0.84% | |
| 4 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 5.92% | +2.23% | NEW | |
| 5 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 4.55% | — | +2.12% | |
| 6 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 4.31% | — | +9.39% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.08% | -2.79% | -1.20% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.81% | +0.01% | +5.46% | |
| 9 | T | At&t INC | 株式-通信サービス | 2.58% | -0.66% | -6.51% | |
| 10 | INTC | Intel CORP | 株式-IT | 2.05% | — | -3.03% | |
| 11 | VLO | Valero Energy CORP | 株式-エネルギー | 1.70% | -0.13% | -7.43% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.69% | +0.24% | -19.41% | |
| 13 | IBM | Intl Business Machines CORP | 株式-IT | 1.65% | +0.12% | +9.32% | |
| 14 | GRMN | Garmin Ltd. | 株式-IT | 1.65% | -0.08% | -6.40% | |
| 15 | ETN | Eaton Corporation plc | 株式-資本財 | 1.58% | +0.16% | -5.19% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.57% | +0.09% | -4.81% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 1.56% | — | +1.67% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.50% | +0.20% | +6.60% | |
| 19 | TU | Telus CORP | 株式-その他 | 1.44% | — | +6.79% | |
| 20 | OKE | Oneok INC | 株式-エネルギー | 1.44% | — | -7.69% | |
| 21 | TFC | Truist Financial CORP | 株式-金融 | 1.41% | — | — | |
| 22 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 1.35% | — | -3.51% | |
| 23 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.30% | — | -3.07% | |
| 24 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.29% | — | -0.47% | |
| 25 | EMR | Emerson Electric Co | 株式-資本財 | 1.26% | — | +6.84% | |
| 26 | PRU | Prudential Financial INC | 株式-金融 | 1.10% | — | +6.47% | |
| 27 | AAPL | Apple INC | 株式-IT | 1.08% | +0.13% | -2.81% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.08% | — | +0.76% | |
| 29 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.97% | — | +4.49% | |
| 30 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.95% | — | +1.50% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.89% | — | +4.66% | |
| 32 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.79% | — | -9.71% | |
| 33 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.78% | — | — | |
| 34 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.76% | — | -5.37% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | -0.31% | -10.38% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.64% | -0.55% | +0.22% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | +0.03% | +6.85% | |
| 38 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.62% | — | +11.09% | |
| 39 | CDC | Victoryshares US Eq Income E | ETF-その他 | 0.59% | — | +1.02% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.57% | — | -5.07% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | -0.30% | -2.78% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.51% | — | -1.77% | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.50% | — | -37.82% | |
| 44 | ✓ | Iberiabank CORP | 株式-その他 | 0.47% | — | +2.00% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | +0.03% | -15.80% | |
| 46 | 2JE | Focus Financial Partners-a | 株式-その他 | 0.44% | — | -14.16% | |
| 47 | VTR | Ventas INC | 株式-不動産 | 0.42% | — | -0.63% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.41% | — | +3.40% | |
| 49 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 0.34% | — | -0.65% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.32% | — | -23.57% |