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 | GJUN | Ft Vest US Equity Moderate B | ETF-その他 | 11.00% | — | — | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 8.35% | +0.56% | +3.46% | |
| 3 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 6.48% | — | -0.80% | |
| 4 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 5.44% | -0.10% | +5.51% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 4.72% | -0.24% | -1.91% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.97% | -2.79% | +7.56% | |
| 7 | GPC | Genuine Parts Co | 株式-一般消費財 | 2.89% | -0.99% | EXIT | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.82% | +0.20% | +9.49% | |
| 9 | VLO | Valero Energy CORP | 株式-エネルギー | 2.66% | -0.13% | -2.01% | |
| 10 | AMLP | Alerian Mlp ETF | ETF-その他 | 2.61% | — | +0.54% | |
| 11 | RTX | Rtx CORP | 株式-資本財 | 2.59% | — | -2.78% | |
| 12 | CMI | Cummins INC | 株式-資本財 | 2.15% | -0.05% | -1.07% | |
| 13 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.11% | — | +0.57% | |
| 14 | GRMN | Garmin Ltd. | 株式-IT | 2.05% | -0.08% | -2.62% | |
| 15 | HWC | Hancock Whitney CORP | 株式-金融 | 1.98% | +0.05% | +79.19% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.97% | — | -4.20% | |
| 17 | ETN | Eaton Corporation plc | 株式-資本財 | 1.93% | +0.16% | -2.57% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.85% | +0.13% | +3.63% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.83% | -0.55% | +12.60% | |
| 20 | SYY | Sysco CORP | 株式-生活必需品 | 1.80% | — | -2.60% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.78% | +0.24% | +9.63% | |
| 22 | TU | Telus CORP | 株式-その他 | 1.48% | — | -2.85% | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 1.48% | — | +1.30% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.19% | — | -6.31% | |
| 25 | IP | International Paper Co | 株式-一般消費財 | 1.09% | — | +2.08% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.03% | -0.31% | +4.81% | |
| 27 | DVN | Devon Energy CORP | 株式-エネルギー | 0.92% | — | — | |
| 28 | T | At&t INC | 株式-通信サービス | 0.91% | -0.66% | -4.04% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | -0.30% | -0.68% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.90% | +0.08% | +19.09% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.75% | — | — | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.69% | +0.01% | -0.59% | |
| 33 | GAPR | Ft Vest US Equity Moderate B | ETF-その他 | 0.67% | — | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.63% | +0.04% | +0.69% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.63% | — | -1.27% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | +0.03% | +10.57% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.59% | — | -0.56% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.57% | +0.12% | +39.55% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.50% | — | -0.66% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.49% | — | -1.93% | |
| 41 | NUV | Nuveen Municipal Value | 株式-その他 | 0.44% | — | -3.33% | |
| 42 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 0.36% | — | — | |
| 43 | FHN | First Horizon CORP | 株式-金融 | 0.33% | -0.17% | -0.71% | |
| 44 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.33% | — | +0.36% | |
| 45 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.33% | — | -2.00% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.31% | +1.06% | +0.43% | |
| 47 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.31% | — | — | |
| 48 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.29% | — | +3.22% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | +0.03% | -4.63% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.27% | — | +0.50% |