CIK: 0001731731
申告総資産額
$4.1億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.07% | -0.19% | -6.86% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.44% | — | +3.35% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-その他 | 5.02% | +0.51% | -3.76% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.66% | — | -19.84% | |
| 5 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 3.05% | — | -12.46% | |
| 6 | ✓ | 株式-その他 | 2.63% | — | -10.40% | ||
| 7 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 2.32% | — | -5.67% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.94% | +0.08% | +41.12% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.93% | — | +9.90% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.86% | — | +17.36% | |
| 11 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 1.76% | — | +4.27% | |
| 12 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 1.73% | — | -11.55% | |
| 13 | CCI | Crown Castle INC | 株式-不動産 | 1.60% | — | +29.59% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.58% | — | +31.95% | |
| 15 | SIXEUR | Six Flags Entertainment CORP | 株式-その他 | 1.53% | — | +23.89% | |
| 16 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 1.49% | — | -1.94% | |
| 17 | MXIM | Maxim Integrated Products | 株式-その他 | 1.47% | — | +16.52% | |
| 18 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 1.46% | — | -3.33% | |
| 19 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.45% | — | +12.36% | |
| 20 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.44% | — | +3066.52% | |
| 21 | INKM | Ss Income Allocation ETF | ETF-その他 | 1.44% | — | -0.42% | |
| 22 | WDIV | St Str Spd S&p Glo Div-us In | ETF-その他 | 1.44% | — | -3.19% | |
| 23 | PHG | Koninklijke Philips Nvr- Ny | 株式-ヘルスケア | 1.44% | — | +16.17% | |
| 24 | PAYX | Paychex INC | 株式-IT | 1.44% | — | +21.06% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 1.43% | — | +10.68% | |
| 26 | PNW | Pinnacle West Capital | 株式-公益事業 | 1.41% | — | +17.74% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.41% | — | +14.09% | |
| 28 | ARCC | Ares Capital CORP | 株式-金融 | 1.41% | — | +18.57% | |
| 29 | ✓ | Powershares Global ETF Trust | ETF-その他 | 1.40% | — | -1.51% | |
| 30 | T | At&t INC | 株式-通信サービス | 1.39% | — | +16.52% | |
| 31 | BBTUSD | Bb&t CORP | 株式-その他 | 1.37% | — | +14.94% | |
| 32 | NUE | Nucor CORP | 株式-素材 | 1.36% | — | +19.37% | |
| 33 | D | Dominion Energy INC | 株式-公益事業 | 1.35% | — | +23.61% | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 1.31% | — | +19.68% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.28% | — | +15.98% | |
| 36 | MO | Altria Group INC | 株式-生活必需品 | 1.28% | — | +27.74% | |
| 37 | VLO | Valero Energy CORP | 株式-エネルギー | 1.27% | — | -12.33% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.26% | — | +25.28% | |
| 39 | MET | Metlife INC | 株式-金融 | 1.26% | — | — | |
| 40 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 1.15% | — | +23.14% | |
| 41 | O | Realty Income CORP | 株式-不動産 | 1.09% | — | -7.92% | |
| 42 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.09% | +0.29% | +5.19% | |
| 43 | TD | Toronto-dominion Bank | 株式-金融 | 1.06% | — | +31210.84% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | -0.09% | +313.13% | |
| 45 | DWX | State Street Spdr S&p Intern | ETF-その他 | 0.95% | — | -10.25% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.82% | — | -30.90% | |
| 47 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.75% | — | -9.91% | |
| 48 | AAPL | Apple INC | 株式-IT | 0.75% | — | +182.94% | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.71% | — | +856.77% | |
| 50 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 0.69% | — | -11.00% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ADM | Archer-daniels-midland Co | +1.4% | +3066.52% | 増加 |
| 2 | TD | Toronto-dominion Bank | +1.1% | +31210.84% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.8% | +313.13% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.6% | +856.77% | 増加 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | +4694.12% | 増加 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.6% | +41.12% | 増加 |
| 7 | AAPL | Apple INC | +0.5% | +182.94% | 増加 |
| 8 | MRK | Merck & Co. INC. | +0.5% | +31.95% | 増加 |
| 9 | META | Meta Platforms Inc-class A | +0.4% | +626.25% | 増加 |
| 10 | SIXEUR | Six Flags Entertainment CORP | +0.4% | +23.89% | 増加 |
| 11 | PAYX | Paychex INC | +0.3% | +21.06% | 増加 |
| 12 | UNH | Unitedhealth Group INC | +0.3% | +983.33% | 増加 |
| 13 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +94.01% | 増加 |
| 14 | NFLX | Netflix INC | +0.3% | +3629.03% | 増加 |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +17.36% | 増加 |
| 16 | CCI | Crown Castle INC | +0.3% | +29.59% | 増加 |
| 17 | PHG | Koninklijke Philips Nvr- Ny | +0.3% | +16.17% | 増加 |
| 18 | XYZ | Block INC | +0.3% | +514.41% | 増加 |
| 19 | IJR | Ishares Core S&p Small-cap E | +0.2% | +15.98% | 増加 |
| 20 | ILMN | Illumina INC | +0.2% | +513.48% | 増加 |
| 21 | D | Dominion Energy INC | +0.2% | +23.61% | 増加 |
| 22 | NUE | Nucor CORP | +0.2% | +19.37% | 増加 |
| 23 | HD | Home Depot INC | +0.2% | +902.25% | 増加 |
| 24 | BA | Boeing Co/the | +0.2% | +360.48% | 増加 |
| 25 | CRM | Salesforce INC | +0.2% | +14480.00% | 増加 |
| 26 | ARCC | Ares Capital CORP | +0.2% | +18.57% | 増加 |
| 27 | PNW | Pinnacle West Capital | +0.2% | +17.74% | 増加 |
| 28 | JNJ | Johnson & Johnson | +0.2% | +25.28% | 増加 |
| 29 | PSK | Ss Spdr Ice Pref Sec ETF | +0.2% | +23.14% | 増加 |
| 30 | MXIM | Maxim Integrated Products | +0.2% | +16.52% | 増加 |
| 31 | MO | Altria Group INC | +0.2% | +27.74% | 増加 |
| 32 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +9.90% | 増加 |
| 33 | MLPAUSD | Global X Mlp ETF | +0.1% | +4.27% | 増加 |
| 34 | MUB | Ishares National Muni Bond E | -0.4% | -30.90% | 減少 |
| 35 | ✓ | -0.5% | -10.40% | 減少 | |
| 36 | SCHR | Schwab Intermediate-term US | -0.5% | -3.76% | 減少 |
| 37 | EDIV | State Street Spdr S&p Emergi | -0.6% | -5.67% | 減少 |
| 38 | CORP | Pimco Inv Grade CORP Bd ETF | -0.7% | -12.46% | 減少 |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | -1.2% | -19.84% | 減少 |
| 40 | HBNC | Horizon Bancorp Inc/in | — | EXIT | 全売却 |
| 41 | MET | Metlife INC | — | NEW | 新規購入 |
| 42 | BCE | Bce INC | — | EXIT | 全売却 |
| 43 | KMB | Kimberly-clark CORP | — | EXIT | 全売却 |
| 44 | WFC | Wells Fargo & Co | — | EXIT | 全売却 |
| 45 | CAH | Cardinal Health INC | — | EXIT | 全売却 |
| 46 | VKI | Invesco Adv Muni INC Tr Ii | — | NEW | 新規購入 |
| 47 | ISRG | Intuitive Surgical INC | — | NEW | 新規購入 |
| 48 | IDV | Ishares International Select | — | NEW | 新規購入 |
| 49 | JBHT | Hunt (jb) Transprt Svcs INC | — | NEW | 新規購入 |
| 50 | TSLA | Tesla INC | — | NEW | 新規購入 |