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 | 3.97% | +0.06% | +4.68% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.76% | -0.10% | +0.41% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.55% | — | -1.28% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.34% | +0.19% | +1.48% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.09% | — | -9.90% | |
| 6 | VIS | Vanguard Industrials ETF | ETF-その他 | 2.78% | +0.14% | +1.33% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.76% | +0.18% | +0.48% | |
| 8 | MAIN | Main Street Capital CORP | 株式-金融 | 2.65% | — | +0.26% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.61% | -0.02% | -2.42% | |
| 10 | MMSC | First Trust Multi-manager Sm | ETF-その他 | 2.52% | +0.09% | +139.90% | |
| 11 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 2.36% | +0.03% | +1.09% | |
| 12 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.36% | -0.04% | -1.06% | |
| 13 | BSJU | Invesco Bulletshares 2030 Hy | ETF-その他 | 2.11% | — | +2.25% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.08% | +0.09% | +0.59% | |
| 15 | PGX | Invesco Preferred ETF | ETF-その他 | 1.85% | — | +3866.06% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.74% | +0.18% | -0.51% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.71% | — | +1.65% | |
| 18 | WM | Waste Management INC | 株式-資本財 | 1.66% | — | +1.66% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.61% | — | +0.73% | |
| 20 | NSP | Insperity INC | 株式-その他 | 1.59% | -0.67% | -7.25% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.50% | +0.08% | +1.46% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.48% | — | +0.84% | |
| 23 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.44% | — | +0.13% | |
| 24 | AXP | American Express Co | 株式-金融 | 1.38% | -0.19% | +0.12% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.38% | +0.26% | +1.44% | |
| 26 | MDT | Medtronic plc | 株式-ヘルスケア | 1.37% | -1.25% | +1.12% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 1.36% | +0.16% | +0.67% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.36% | +0.13% | +1.66% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 1.30% | +0.01% | +1.60% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 1.29% | -0.15% | +0.90% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.29% | — | +1.32% | |
| 32 | NOW | Servicenow INC | 株式-IT | 1.25% | -0.15% | +410.65% | |
| 33 | SO | Southern Co/the | 株式-公益事業 | 1.25% | +0.08% | +2.14% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.25% | +0.05% | +3.49% | |
| 35 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.25% | -0.28% | +2.00% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.21% | — | +1.62% | |
| 37 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 1.20% | — | +0.08% | |
| 38 | GS | Goldman Sachs Group INC | 株式-金融 | 1.18% | +0.02% | -0.03% | |
| 39 | PANW | Palo Alto Networks INC | 株式-IT | 1.17% | +0.23% | +1.55% | |
| 40 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.17% | +0.05% | -13.68% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.16% | — | +2.95% | |
| 42 | EXC | Exelon CORP | 株式-公益事業 | 1.09% | +0.07% | +1.74% | |
| 43 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 1.06% | +0.11% | +1.22% | |
| 44 | FCX | Freeport-mcmoran INC | 株式-素材 | 1.02% | +0.23% | — | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.97% | +0.09% | +1.98% | |
| 46 | DE | Deere & Co | 株式-資本財 | 0.94% | +0.26% | +1.07% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.94% | -0.78% | +1.07% | |
| 48 | VLO | Valero Energy CORP | 株式-エネルギー | 0.93% | +0.32% | -0.17% | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.88% | -0.88% | EXIT | |
| 50 | VOX | Vanguard Communication Servi | ETF-その他 | 0.87% | — | +1.36% |