CIK: 0001123263
申告総資産額
$1.6億
| # | 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 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.28% | — | +3.81% | |
| 2 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 2.95% | +0.21% | +7.70% | |
| 3 | ✓ | Tower Financial CORP | 株式-その他 | 2.86% | — | -0.17% | |
| 4 | FXO | First Trust Financial Alphad | ETF-その他 | 2.77% | +0.18% | +3.06% | |
| 5 | T | At&t INC | 株式-通信サービス | 2.69% | — | -5.65% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.67% | -2.67% | EXIT | |
| 7 | FXH | First Trust Health Care Alph | ETF-その他 | 2.51% | +0.32% | +4.96% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.25% | +0.17% | +0.68% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.19% | -0.01% | +5.97% | |
| 10 | ✓ | Powershares ETF Trust | ETF-その他 | 2.00% | — | -2.09% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.92% | -0.12% | +0.37% | |
| 12 | XLF | Ss Financial Select Sector | ETF-その他 | 1.90% | +0.17% | +7.21% | |
| 13 | FXG | First Trust Consumer Staples | ETF-その他 | 1.90% | +0.18% | +11.98% | |
| 14 | WFC | Wells Fargo & Co | 株式-金融 | 1.63% | +0.16% | +0.34% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.63% | -0.07% | +2.44% | |
| 16 | FXD | First Trust Consumer Discret | ETF-その他 | 1.62% | — | +10.28% | |
| 17 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.55% | -0.06% | +9.85% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.54% | -0.03% | +5.59% | |
| 19 | LNC | Lincoln National CORP | 株式-金融 | 1.48% | — | — | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.47% | — | +8.88% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.33% | — | +1.68% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.32% | — | +3.31% | |
| 23 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.26% | -0.03% | -2.63% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.21% | -1.21% | EXIT | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.19% | — | -4.17% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.18% | +0.12% | — | |
| 27 | FXL | First Trust Technology Alpha | ETF-テック型 | 1.16% | +0.32% | +7.83% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.01% | — | +4.67% | |
| 29 | DHS | Wisdomtree US High Dividend | ETF-その他 | 1.00% | — | — | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.99% | — | +0.79% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.97% | — | +2.78% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.93% | -0.77% | +0.20% | |
| 33 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.88% | -0.11% | -0.49% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | — | -9.29% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.80% | -0.43% | -3.33% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.80% | -0.54% | -3.11% | |
| 37 | XLE | Ss Energy Select Sector | ETF-その他 | 0.79% | — | +11.34% | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.77% | — | -1.61% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.77% | -0.05% | +6.52% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.75% | — | +4.09% | |
| 41 | FXR | First Trust Indst/producers | ETF-その他 | 0.74% | — | +73.65% | |
| 42 | UTXZ | United Tech CORP | 株式-その他 | 0.74% | -0.03% | +0.30% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.73% | +0.11% | -1.63% | |
| 44 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.71% | -0.25% | +26.31% | |
| 45 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.70% | — | -29.64% | |
| 46 | STLD | Steel Dynamics INC | 株式-素材 | 0.69% | — | — | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | — | +6.75% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.66% | — | -15.05% | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.66% | — | +2.46% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | — | +31.37% |