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 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 10.90% | — | — | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 6.60% | +0.56% | -1.84% | |
| 3 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 5.20% | -0.10% | -0.57% | |
| 4 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 4.80% | -0.24% | -0.68% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.27% | — | +2.07% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.80% | -2.79% | -2.06% | |
| 7 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 3.70% | — | +5.60% | |
| 8 | GPC | Genuine Parts Co | 株式-一般消費財 | 3.20% | -0.99% | EXIT | |
| 9 | VLO | Valero Energy CORP | 株式-エネルギー | 3.09% | -0.13% | -0.29% | |
| 10 | RTX | Rtx CORP | 株式-資本財 | 2.87% | — | -0.10% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.63% | +0.20% | -1.08% | |
| 12 | AMLP | Alerian Mlp ETF | ETF-その他 | 2.58% | — | +5107.68% | |
| 13 | CMI | Cummins INC | 株式-資本財 | 2.22% | -0.05% | -0.24% | |
| 14 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.09% | — | +1.42% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.07% | — | +0.07% | |
| 16 | SYY | Sysco CORP | 株式-生活必需品 | 1.97% | — | +0.13% | |
| 17 | GRMN | Garmin Ltd. | 株式-IT | 1.86% | -0.08% | +0.24% | |
| 18 | TFC | Truist Financial CORP | 株式-金融 | 1.84% | — | — | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.62% | +0.24% | +1.47% | |
| 20 | ETN | Eaton Corporation plc | 株式-資本財 | 1.60% | +0.16% | -0.48% | |
| 21 | TU | Telus CORP | 株式-その他 | 1.56% | — | -2.35% | |
| 22 | HWC | Hancock Whitney CORP | 株式-金融 | 1.44% | +0.05% | +0.06% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.43% | -0.55% | +21.66% | |
| 24 | QCOM | Qualcomm INC | 株式-IT | 1.36% | — | +1.01% | |
| 25 | AAPL | Apple INC | 株式-IT | 1.30% | +0.13% | -0.09% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 1.30% | — | -11.97% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 1.13% | -0.30% | +68.20% | |
| 28 | IP | International Paper Co | 株式-一般消費財 | 1.12% | — | -26.28% | |
| 29 | T | At&t INC | 株式-通信サービス | 1.10% | -0.66% | +13.74% | |
| 30 | FHN | First Horizon CORP | 株式-金融 | 0.80% | -0.17% | -1.36% | |
| 31 | MMM | 3m Co | 株式-資本財 | 0.77% | +0.08% | -14.16% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.75% | — | — | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.67% | +0.01% | -2.03% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.64% | — | +707.27% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.55% | — | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.54% | +0.04% | +554.72% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | -0.31% | +3.38% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | +0.03% | -15.79% | |
| 39 | NUV | Nuveen Municipal Value | 株式-その他 | 0.48% | — | -2.58% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.47% | — | -9.73% | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.45% | +0.12% | — | |
| 42 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.43% | — | -1.78% | |
| 43 | DNOV | Ft Vest US Equity Deep Buffe | ETF-その他 | 0.38% | — | +9.34% | |
| 44 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.37% | — | — | |
| 45 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.36% | — | — | |
| 46 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.36% | — | -1.58% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.36% | +1.06% | — | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.29% | — | +6.11% | |
| 49 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 0.29% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | +0.03% | +2.49% |