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 | 13.54% | +0.58% | +7.61% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 9.19% | -0.44% | +0.49% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 8.68% | -0.45% | -1.62% | |
| 4 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 8.61% | +0.13% | -1.18% | |
| 5 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 8.18% | -0.24% | EXIT | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.21% | -0.16% | -5.62% | |
| 7 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 4.09% | -1.10% | -2.00% | |
| 8 | QCLN | First Trust NASDAQ Clean Edge Green Energy Index Fund | 株式-その他 | 3.95% | +1.00% | +3.47% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 3.27% | -0.04% | -9.34% | |
| 10 | MMM | 3m Co | 株式-資本財 | 2.84% | — | +0.67% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.60% | +0.11% | -28.93% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.42% | +0.16% | +1.69% | |
| 13 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 2.25% | +0.17% | +9.77% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.42% | +1.37% | — | |
| 15 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 1.10% | -0.55% | EXIT | |
| 16 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.07% | -2.31% | +21.68% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.06% | +0.08% | -10.73% | |
| 18 | HON | Honeywell International INC | 株式-資本財 | 0.97% | -0.04% | -4.92% | |
| 19 | LII | Lennox International INC | 株式-資本財 | 0.97% | — | — | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 0.92% | +0.17% | — | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.74% | — | +0.66% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.69% | +0.11% | -5.08% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.66% | +0.07% | +10.75% | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 0.61% | +0.15% | -1.87% | |
| 25 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.55% | -0.20% | -0.44% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | -0.04% | +2.48% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.53% | — | -1.28% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | +3.04% | |
| 29 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.52% | — | +31.89% | |
| 30 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.51% | +0.09% | -1.23% | |
| 31 | MDT | Medtronic plc | 株式-ヘルスケア | 0.51% | -0.12% | -4.85% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.50% | — | +56.85% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | -0.01% | +2.58% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | +0.08% | -14.21% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.46% | +0.07% | — | |
| 36 | TGT | Target CORP | 株式-一般消費財 | 0.40% | +0.04% | -1.65% | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 0.39% | — | -2.58% | |
| 38 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.36% | — | -3.39% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.35% | — | +64.46% | |
| 40 | ✓ | St Jude Med INC | 株式-その他 | 0.33% | — | -1.35% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.31% | -0.01% | +12.41% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.31% | +0.04% | +0.66% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.30% | — | +2.24% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.29% | — | +23.62% | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.29% | — | -1.13% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | — | -8.56% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.28% | +0.03% | -0.01% | |
| 48 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.27% | -0.08% | — | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.27% | — | +13.64% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.26% | -0.06% | +6.59% |