CIK: 0001483232
申告総資産額
$23.3億
上位200銘柄を表示中(全441銘柄)
| # | 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 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 6.72% | — | -5.12% | |
| 2 | DEEP | Acquirers Small And Micro De | ETF-その他 | 5.16% | — | +9.05% | |
| 3 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 4.77% | — | +0.92% | |
| 4 | MO | Altria Group INC | 株式-生活必需品 | 3.64% | — | +144.19% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.45% | — | +3.14% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.44% | — | +34.32% | |
| 7 | EPD | Enterprise Products Partners | 株式-エネルギー | 3.01% | — | +2.73% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.35% | — | -1.24% | |
| 9 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 1.87% | — | +44.35% | |
| 10 | MDXG | Mimedx Group INC | 株式-その他 | 1.72% | — | -12.22% | |
| 11 | WEP | Magellan Midstream Partners | 株式-その他 | 1.56% | — | +14.13% | |
| 12 | EMLP | First Trust North American E | ETF-その他 | 1.53% | — | +445.45% | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.32% | — | — | |
| 14 | TCP | Tc Pipelines LP | 株式-その他 | 1.23% | — | +6.14% | |
| 15 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 1.16% | — | -4.52% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.13% | — | +5.04% | |
| 17 | ✓ | 株式-その他 | 1.11% | — | -11.20% | ||
| 18 | QCLN | First Trust NASDAQ Clean Edge Green Energy Index Fund | 株式-その他 | 1.08% | — | +4.05% | |
| 19 | PSXPUSD | Phillips 66 Partners LP | 株式-その他 | 1.01% | — | +43.48% | |
| 20 | EQMUSD | Eqm Midstream Partners LP | 株式-その他 | 1.00% | — | -5.34% | |
| 21 | HEPUSD | Holly Energy Partners LP | 株式-その他 | 0.99% | — | -1.25% | |
| 22 | ✓ | Williams Partners LP | 株式-その他 | 0.97% | — | +13.84% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | +6.45% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.74% | — | -1.49% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.74% | — | -20.37% | |
| 26 | ENB | Enbridge Inc. | 株式-エネルギー | 0.73% | — | +28.60% | |
| 27 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 0.70% | — | -21.11% | |
| 28 | ET | Energy Transfer LP | 株式-エネルギー | 0.69% | — | — | |
| 29 | ✓ | Tallgrass Energy Partners, LP | 株式-その他 | 0.69% | — | -14.76% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | — | +1.40% | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.63% | — | +2.59% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.63% | — | +5.60% | |
| 33 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.61% | — | -75.36% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.61% | — | +91.73% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | — | +72.73% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | — | +29.84% | |
| 37 | EIPI | FT Energy Income Partners Enhanced Income ETF | ETF-その他 | 0.59% | — | +35.77% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.53% | — | -3.42% | |
| 39 | SHLXUSD | Shell Midstream Partners LP | 株式-その他 | 0.52% | — | +147.11% | |
| 40 | HTH | Hilltop Holdings INC | 株式-その他 | 0.48% | — | — | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | — | +20.05% | |
| 42 | ET | Energy Transfer LP | 株式-エネルギー | 0.45% | — | -5.70% | |
| 43 | MPLX | Mplx LP | 株式-エネルギー | 0.44% | — | -1.10% | |
| 44 | OKE | ONEOK, Inc. | 株式-エネルギー | 0.42% | — | -29.57% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.41% | — | +4.95% | |
| 46 | WMB | Williams Cos INC | 株式-エネルギー | 0.39% | — | -47.65% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.39% | — | +34.72% | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.39% | — | +6.40% | |
| 49 | C | Citigroup INC | 株式-金融 | 0.36% | — | +28.91% | |
| 50 | SBPHUSD | Spring Bank Pharmaceuticals | 株式-その他 | 0.36% | — | +16.61% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MO | Altria Group INC | +3.4% | +144.19% | 増加 |
| 2 | MOH | Molina Healthcare INC | +1.3% | -5.12% | 減少 |
| 3 | TCP | Tc Pipelines LP | +0.7% | +6.14% | 増加 |
| 4 | ITOT | Ishares Core S&p Total U.s. | +0.6% | +34.32% | 増加 |
| 5 | EMLP | First Trust North American E | +0.5% | +445.45% | 増加 |
| 6 | PRFUSD | Invesco Ftse Rafi US 1000 Et | +0.4% | +44.35% | 増加 |
| 7 | SO | Southern Co/the | +0.3% | +862.61% | 増加 |
| 8 | MDXG | Mimedx Group INC | +0.3% | -12.22% | 減少 |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +91.73% | 増加 |
| 10 | SHLXUSD | Shell Midstream Partners LP | +0.3% | +147.11% | 増加 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +72.73% | 増加 |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.2% | +341.29% | 増加 |
| 13 | PSXPUSD | Phillips 66 Partners LP | +0.2% | +43.48% | 増加 |
| 14 | SBPHUSD | Spring Bank Pharmaceuticals | +0.1% | +16.61% | 増加 |
| 15 | EW | Edwards Lifesciences CORP | +0.1% | +47.31% | 増加 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +29.84% | 増加 |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +30000.00% | 増加 |
| 18 | C | Citigroup INC | +0.1% | +28.91% | 増加 |
| 19 | EIPI | FT Energy Income Partners Enhanced Income ETF | +0.1% | +35.77% | 増加 |
| 20 | DEEP | Acquirers Small And Micro De | 0% | +9.05% | 増加 |
| 21 | ✓ | Williams Partners LP | 0% | +13.84% | 増加 |
| 22 | UBS | UBS Group AG | -0.2% | -62.06% | 減少 |
| 23 | GOOG | Alphabet Inc-cl C | -0.2% | -62.62% | 減少 |
| 24 | TRGP | Targa Resources CORP | -0.2% | -84.78% | 減少 |
| 25 | D | Dominion Energy, Inc. | -0.2% | -48.96% | 減少 |
| 26 | ✓ | Barclays Bank | -0.3% | -33.42% | 減少 |
| 27 | HEPUSD | Holly Energy Partners LP | -0.3% | -1.25% | 減少 |
| 28 | ARLP | Alliance Resource Partners | -0.3% | -42.60% | 減少 |
| 29 | OKE | ONEOK, Inc. | -0.3% | -29.57% | 減少 |
| 30 | XLP | Ss Consumer Staples Sel Sect | -0.3% | -20.37% | 減少 |
| 31 | ✓ | Tesoro Logistics LP | -0.4% | -95.89% | 減少 |
| 32 | ✓ | -0.4% | -11.20% | 減少 | |
| 33 | ✓ | Tallgrass Energy Partners, LP | -0.4% | -14.76% | 減少 |
| 34 | WMB | Williams Cos INC | -0.5% | -47.65% | 減少 |
| 35 | PAA | Plains All Amer Pipeline LP | -0.5% | -4.52% | 減少 |
| 36 | AOM | Ishares Core 40/60 Moderate | -0.6% | +0.92% | 増加 |
| 37 | BPLUSD | Buckeye Partners LP | -0.6% | -53.58% | 減少 |
| 38 | TCPA | TransCanada PipeLines Limited 6 | -0.6% | -87.47% | 減少 |
| 39 | DSL | Doubleline Income Solutions | -1% | -78.90% | 減少 |
| 40 | FNDA | Schwab Fndmntl US Sm Co ETF | -1.2% | -85.02% | 減少 |
| 41 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | NEW | 新規購入 |
| 42 | ET | Energy Transfer LP | — | NEW | 新規購入 |
| 43 | SUN | Sunoco LP | — | EXIT | 全売却 |
| 44 | ENB | Enbridge INC | — | NEW | 新規購入 |
| 45 | ET | Energy Transfer LP | — | EXIT | 全売却 |
| 46 | ANDX | Andeavor Logistics LP | — | NEW | 新規購入 |
| 47 | ✓ | FTSE RAFI US 1500 Small Cap | — | NEW | 新規購入 |
| 48 | KR | Kroger Co | — | NEW | 新規購入 |
| 49 | MIPIX | Matthews Asia Dividend-inst | — | NEW | 新規購入 |
| 50 | XYL | Xylem INC | — | NEW | 新規購入 |