CIK: 0001663649
申告総資産額
$2.8億
| # | 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 | APD | Air Products & Chemicals INC | 株式-素材 | 10.69% | +0.70% | -0.56% | |
| 2 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 7.82% | +0.02% | -2.32% | |
| 3 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 6.80% | -0.01% | -1.25% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.50% | +0.13% | -0.10% | |
| 5 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 5.59% | — | -3.96% | |
| 6 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 5.50% | — | -5.58% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-その他 | 5.44% | — | -4.26% | |
| 8 | CAPL | Crossamerica Partners LP | 株式-その他 | 5.34% | — | -3.81% | |
| 9 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 4.85% | — | -3.98% | |
| 10 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 4.25% | — | -8.35% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.71% | — | -6.96% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.69% | -0.08% | +15.50% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.62% | — | +3.88% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-その他 | 3.54% | — | +0.87% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 3.48% | — | +35.11% | |
| 16 | TBF | Proshares Short 20+ Treasury | ETF-政府公債 | 3.25% | — | -2.15% | |
| 17 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 3.23% | — | +6.36% | |
| 18 | ✓ | Guggenheim ETF | ETF-その他 | 2.16% | — | -0.14% | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.67% | — | +15.34% | |
| 20 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 1.32% | — | +0.62% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | -0.04% | +280.69% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.88% | -0.20% | -0.54% | |
| 23 | XLE | Ss Energy Select Sector | ETF-その他 | 0.87% | — | +35.70% | |
| 24 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.75% | — | -3.16% | |
| 25 | ✓ | Kmg Chemicals INC | 株式-その他 | 0.60% | — | +2.54% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.03% | — | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | -0.03% | +2.40% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.46% | -0.01% | +0.03% | |
| 29 | SUN | Sunoco LP | 株式-その他 | 0.32% | — | +3.23% | |
| 30 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.25% | — | +5.63% | |
| 31 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.24% | — | -4.53% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.21% | — | — | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | — | -2.87% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.20% | -0.04% | — | |
| 35 | NIE | Virtus Equity & Convertible Income Fund | 株式-その他 | 0.20% | — | +0.34% | |
| 36 | OSUR | Orasure Technologies INC | 株式-その他 | 0.19% | — | +37.83% | |
| 37 | GLP | Global Partners LP | 株式-その他 | 0.15% | — | +11.38% | |
| 38 | ✓ | Amarin Corp PLC | 株式-その他 | 0.02% | — | — |