CIK: 0001652529
申告総資産額
$4.6億
| # | 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 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 3.90% | +0.06% | +2.23% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.84% | — | -3.37% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.62% | -0.10% | +0.00% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.54% | — | +2.19% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.24% | +0.19% | +0.52% | |
| 6 | MAIN | Main Street Capital CORP | 株式-金融 | 2.95% | — | +1.39% | |
| 7 | NSP | Insperity INC | 株式-その他 | 2.78% | -0.67% | +1.35% | |
| 8 | VIS | Vanguard Industrials ETF | ETF-その他 | 2.75% | +0.14% | -0.25% | |
| 9 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.41% | -0.04% | +2.40% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.28% | +0.09% | -0.34% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.22% | +0.18% | -0.87% | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.22% | — | +1.74% | |
| 13 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 2.21% | +0.03% | +0.97% | |
| 14 | BSJU | Invesco Bulletshares 2030 Hy | ETF-その他 | 2.12% | — | +2.11% | |
| 15 | PFFD | Global X US Preferred ETF | ETF-その他 | 2.05% | — | -0.38% | |
| 16 | WM | Waste Management INC | 株式-資本財 | 1.72% | — | +0.74% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.68% | -0.02% | -0.32% | |
| 18 | NOW | Servicenow INC | 株式-IT | 1.60% | -0.15% | -0.29% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.54% | — | +0.15% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.52% | +0.13% | +0.85% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.49% | +0.08% | -0.20% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.49% | — | +0.62% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.47% | +0.18% | -41.75% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.41% | +0.16% | +4.67% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.41% | — | -0.98% | |
| 26 | SO | Southern Co/the | 株式-公益事業 | 1.36% | +0.08% | +0.71% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 1.33% | -0.15% | +3.02% | |
| 28 | MDT | Medtronic plc | 株式-ヘルスケア | 1.31% | -1.25% | +1.19% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.30% | — | +0.72% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.29% | +0.26% | +1.37% | |
| 31 | PANW | Palo Alto Networks INC | 株式-IT | 1.26% | +0.23% | +0.35% | |
| 32 | TXN | Texas Instruments INC | 株式-IT | 1.25% | — | +1.29% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.25% | +0.05% | +4.94% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.23% | +0.05% | +3.02% | |
| 35 | AXP | American Express Co | 株式-金融 | 1.23% | -0.19% | -0.55% | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 1.18% | +0.01% | +1.10% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.18% | — | +0.39% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.17% | — | +2.31% | |
| 39 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.15% | — | -0.18% | |
| 40 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.12% | -0.28% | +1.21% | |
| 41 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 1.10% | +0.11% | +0.70% | |
| 42 | EXC | Exelon CORP | 株式-公益事業 | 1.09% | +0.07% | +2.94% | |
| 43 | DE | Deere & Co | 株式-資本財 | 1.04% | +0.26% | +1.04% | |
| 44 | GS | Goldman Sachs Group INC | 株式-金融 | 1.01% | +0.02% | +0.44% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 1.00% | +0.09% | +1.28% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.99% | -0.78% | +0.52% | |
| 47 | MMSC | First Trust Multi-manager Sm | ETF-その他 | 0.96% | +0.09% | +0.40% | |
| 48 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.94% | — | +1.13% | |
| 49 | IRM | Iron Mountain INC | 株式-不動産 | 0.92% | +0.21% | -0.46% | |
| 50 | VLO | Valero Energy CORP | 株式-エネルギー | 0.87% | +0.32% | +0.87% |