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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 10.22% | — | -1.23% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 7.82% | +0.56% | -6.74% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 4.97% | -0.24% | -1.96% | |
| 4 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 4.69% | — | -27.76% | |
| 5 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.51% | -2.79% | -32.80% | |
| 6 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-その他 | 3.48% | — | -0.14% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.08% | — | -14.27% | |
| 8 | GPC | Genuine Parts Co | 株式-一般消費財 | 2.74% | -0.99% | EXIT | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.73% | +0.20% | -3.64% | |
| 10 | VLO | Valero Energy CORP | 株式-エネルギー | 2.66% | -0.13% | -0.94% | |
| 11 | RTX | Rtx CORP | 株式-資本財 | 2.64% | — | -0.24% | |
| 12 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.44% | — | +1.51% | |
| 13 | SYY | Sysco CORP | 株式-生活必需品 | 2.20% | — | -0.46% | |
| 14 | GRMN | Garmin Ltd. | 株式-IT | 2.08% | -0.08% | +3.33% | |
| 15 | ETN | Eaton Corporation plc | 株式-資本財 | 2.06% | +0.16% | +6.33% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.06% | — | -24.80% | |
| 17 | IP | International Paper Co | 株式-一般消費財 | 1.91% | — | -5.70% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.87% | +0.24% | -1.95% | |
| 19 | MMM | 3m Co | 株式-資本財 | 1.86% | +0.08% | +1.40% | |
| 20 | QCOM | Qualcomm INC | 株式-IT | 1.84% | — | +6.52% | |
| 21 | TU | Telus CORP | 株式-その他 | 1.80% | — | -0.13% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 1.68% | — | +1.02% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.59% | — | +2.27% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.57% | — | +1.53% | |
| 25 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.56% | — | — | |
| 26 | AAPL | Apple INC | 株式-IT | 1.55% | +0.13% | +2.44% | |
| 27 | INTC | Intel CORP | 株式-IT | 1.50% | — | +2.90% | |
| 28 | HWC | Hancock Whitney CORP | 株式-金融 | 1.37% | +0.05% | +2.52% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.04% | -0.55% | +2.37% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.88% | -0.66% | -0.35% | |
| 31 | FHN | First Horizon CORP | 株式-金融 | 0.72% | -0.17% | -0.66% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.71% | +0.01% | -0.60% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | +0.03% | +9.06% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.58% | — | -4.91% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.55% | — | +2.83% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.55% | -0.30% | -1.37% | |
| 37 | NUV | Nuveen Municipal Value | 株式-その他 | 0.50% | — | -1.79% | |
| 38 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.48% | — | — | |
| 39 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.43% | — | -6.16% | |
| 40 | DNOV | Ft Vest US Equity Deep Buffe | ETF-その他 | 0.40% | — | +411.03% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | -0.31% | +11.56% | |
| 42 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.38% | — | +2.04% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.38% | +1.06% | +6.73% | |
| 44 | VMO | Invesco Municipal Opport | 株式-その他 | 0.37% | — | +2.72% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.36% | +0.12% | +227.52% | |
| 46 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.31% | — | — | |
| 47 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.31% | +2.23% | NEW | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.30% | — | +5.04% | |
| 49 | 2JE | Focus Financial Partners-a | 株式-その他 | 0.28% | — | +0.74% | |
| 50 | MMD | Nyli Mackay Dt Muni Oppo Fnd | 株式-その他 | 0.28% | — | -11.37% |