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 | VUG | Vanguard Growth ETF | ETF-その他 | 10.04% | +0.56% | +2.00% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 7.53% | — | +6.69% | |
| 3 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 6.73% | +2.23% | NEW | |
| 4 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 6.56% | — | +5.58% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 6.20% | -0.24% | -29.91% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 5.86% | -2.79% | +5.60% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.60% | +0.01% | +13.20% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 3.28% | — | +302.13% | |
| 9 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.48% | — | +0.17% | |
| 10 | T | At&t INC | 株式-通信サービス | 2.21% | -0.66% | +1.71% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 1.90% | — | +2.77% | |
| 12 | MMM | 3m Co | 株式-資本財 | 1.80% | +0.08% | +0.44% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.78% | +0.20% | +22.42% | |
| 14 | INTC | Intel CORP | 株式-IT | 1.76% | — | -0.26% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.73% | +0.24% | -3.11% | |
| 16 | VLO | Valero Energy CORP | 株式-エネルギー | 1.70% | -0.13% | +1.02% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.66% | +0.09% | +2.02% | |
| 18 | SYY | Sysco CORP | 株式-生活必需品 | 1.62% | — | — | |
| 19 | GRMN | Garmin Ltd. | 株式-IT | 1.62% | -0.08% | +1.18% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 1.61% | +0.12% | +3.69% | |
| 21 | ETN | Eaton Corporation plc | 株式-資本財 | 1.57% | +0.16% | +1.33% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.51% | — | +1.24% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 1.38% | — | +1.67% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.28% | +0.13% | -1.27% | |
| 25 | TU | Telus CORP | 株式-その他 | 1.20% | — | +0.69% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.14% | — | +4.77% | |
| 27 | TFC | Truist Financial CORP | 株式-金融 | 1.08% | — | +12.14% | |
| 28 | USB | US Bancorp | 株式-金融 | 0.72% | +0.04% | — | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.72% | — | +2.07% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.64% | +0.03% | +1.48% | |
| 31 | HWC | Hancock Whitney CORP | 株式-金融 | 0.63% | +0.05% | — | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.61% | -0.55% | — | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.53% | — | +6.05% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.52% | — | +4.42% | |
| 35 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.51% | — | -18.39% | |
| 36 | 2JE | Focus Financial Partners-a | 株式-その他 | 0.48% | — | -6.75% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | -0.31% | -9.98% | |
| 38 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.45% | — | -8.76% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.43% | -0.30% | -7.35% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.41% | — | -16.89% | |
| 41 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.37% | — | — | |
| 42 | VMO | Invesco Municipal Opport | 株式-その他 | 0.37% | — | +6.76% | |
| 43 | MMD | Nyli Mackay Dt Muni Oppo Fnd | 株式-その他 | 0.34% | — | -3.70% | |
| 44 | WM | Waste Management INC | 株式-資本財 | 0.32% | — | -3.17% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.32% | +0.06% | -1.03% | |
| 46 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 0.31% | — | +4.07% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | +0.03% | -10.03% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.31% | — | -6.55% | |
| 49 | NUV | Nuveen Municipal Value | 株式-その他 | 0.27% | — | +31.68% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.26% | +1.06% | -1.34% |