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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 13.06% | +0.58% | -0.93% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 9.68% | -0.45% | -1.56% | |
| 3 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 9.05% | +0.13% | +16.94% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 8.77% | -0.44% | +0.28% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 5.32% | -0.16% | -0.50% | |
| 6 | AAPL | Apple INC | 株式-IT | 5.04% | +0.11% | +0.45% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 4.21% | -0.04% | +7.15% | |
| 8 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 4.08% | -0.24% | EXIT | |
| 9 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 3.76% | -1.10% | +1.11% | |
| 10 | QCLN | First Trust NASDAQ Clean Edge Green Energy Index Fund | 株式-その他 | 3.73% | +1.00% | +51.95% | |
| 11 | MMM | 3m Co | 株式-資本財 | 2.74% | — | -1.21% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.33% | +0.16% | +30.50% | |
| 13 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 2.13% | -0.55% | EXIT | |
| 14 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 2.09% | +0.17% | +4.32% | |
| 15 | HON | Honeywell International INC | 株式-資本財 | 1.45% | -0.04% | -0.57% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.31% | +0.08% | +10.19% | |
| 17 | LII | Lennox International INC | 株式-資本財 | 0.97% | — | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.89% | +0.11% | +0.67% | |
| 19 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.82% | — | -8.37% | |
| 20 | WFC | Wells Fargo & Co | 株式-金融 | 0.81% | +0.15% | +1.00% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.71% | — | -8.48% | |
| 22 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.65% | -0.20% | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.63% | +0.07% | +75.49% | |
| 24 | MDT | Medtronic plc | 株式-ヘルスケア | 0.59% | -0.12% | +2.85% | |
| 25 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.58% | +0.09% | -5.88% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | +0.08% | -1.36% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | -0.04% | -1.52% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.51% | -0.01% | +0.73% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | +0.69% | |
| 30 | TGT | Target CORP | 株式-一般消費財 | 0.49% | +0.04% | +0.07% | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.48% | +0.07% | +8.60% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | — | +0.82% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.41% | — | +0.03% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | +1.11% | |
| 35 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.36% | — | +0.03% | |
| 36 | ✓ | St Jude Med INC | 株式-その他 | 0.34% | — | — | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.33% | — | — | |
| 38 | T | At&t INC | 株式-通信サービス | 0.31% | +0.03% | — | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.31% | -0.01% | +1.32% | |
| 40 | AXP | American Express Company | 株式-金融 | 0.31% | — | -0.64% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.30% | — | -3.82% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.29% | -0.01% | +1.79% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.29% | -0.06% | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.29% | — | +71.44% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.28% | — | — | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.28% | — | +1.55% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.28% | +0.04% | +3.90% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.28% | — | +60.63% | |
| 49 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.28% | — | -56.87% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | — | — |