CIK: 0001686409
申告総資産額
$1.4億
| # | 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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 22.24% | +0.63% | NEW | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 16.18% | -0.45% | +2.14% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.37% | +0.58% | +0.05% | |
| 4 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 9.06% | -1.10% | -3.51% | |
| 5 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 8.86% | +0.13% | +1.55% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.43% | -0.44% | +1.92% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.90% | -0.16% | +2.71% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.55% | +0.11% | +1.14% | |
| 9 | MMM | 3m Co | 株式-資本財 | 2.36% | — | +0.99% | |
| 10 | WFC | Wells Fargo & Co | 株式-金融 | 1.39% | +0.15% | -5.15% | |
| 11 | GOOG | Alphabet A | 株式-通信サービス | 1.00% | — | -7.70% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | — | -10.59% | |
| 13 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.64% | — | -25.82% | |
| 14 | LII | Lennox International INC | 株式-資本財 | 0.60% | — | — | |
| 15 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.60% | — | -2.46% | |
| 16 | MDT | Medtronic plc | 株式-ヘルスケア | 0.55% | — | -5.51% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | -0.04% | -0.92% | |
| 18 | IBM | Intl Business Machines CORP | 株式-IT | 0.47% | — | +2.71% | |
| 19 | TGT | Target CORP | 株式-一般消費財 | 0.46% | +0.04% | -16.81% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | -0.01% | -0.65% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | -1.92% | |
| 22 | ✓ | Sprint CORP | 株式-その他 | 0.44% | — | — | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.43% | +0.09% | -2.49% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | +0.08% | +37.33% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | — | -7.91% | |
| 26 | CAT | Caterpillar INC | 株式-資本財 | 0.35% | — | -8.60% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.34% | +0.11% | +12.02% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.28% | +0.03% | +0.09% | |
| 29 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.28% | — | +5.69% | |
| 30 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.28% | — | -1.60% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.27% | — | -3.38% | |
| 32 | XEL | Xcel Energy INC | 株式-公益事業 | 0.24% | +0.08% | -19.37% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.24% | +0.08% | +0.14% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.22% | -0.04% | — | |
| 35 | AXP | American Express Company | 株式-金融 | 0.21% | — | +3.31% | |
| 36 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.21% | — | +1.04% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.21% | -0.01% | -31.22% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.20% | +0.04% | -12.52% | |
| 39 | PM | Philip Morris International | 株式-生活必需品 | 0.20% | — | +0.09% | |
| 40 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.19% | — | — | |
| 41 | INTC | Intel CORP | 株式-IT | 0.19% | — | -1.20% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.19% | +0.02% | +0.50% | |
| 43 | GIS | General Mills INC | 株式-生活必需品 | 0.19% | -0.02% | -3.56% | |
| 44 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.18% | — | — | |
| 45 | EMR | Emerson Electric Co | 株式-資本財 | 0.18% | — | +0.58% | |
| 46 | ENB | Enbridge Inc. | 株式-エネルギー | 0.17% | — | +1.86% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.17% | -0.01% | -2.27% | |
| 48 | COP | Conocophillips | 株式-エネルギー | 0.17% | — | — | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.16% | +0.08% | — | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.16% | — | — |