CIK: 0001597298
申告総資産額
$2.4億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.80% | -0.56% | -12.46% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 5.92% | — | -8.68% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.99% | — | +4.90% | |
| 4 | SO | Southern Co/the | 株式-公益事業 | 2.40% | — | -22.74% | |
| 5 | IBM | Intl Business Machines CORP | 株式-IT | 2.12% | -0.42% | +8.45% | |
| 6 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 2.07% | — | -0.97% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.07% | — | — | |
| 8 | PYPL | Paypal Holdings INC | 株式-金融 | 2.03% | — | -0.04% | |
| 9 | TBT | Proshares Ultrashort 20+y Tr | ETF-その他 | 1.86% | — | +5.72% | |
| 10 | RJAUSD | Elements Rogers Agri Tot Ret | ETF-その他 | 1.74% | — | +2.10% | |
| 11 | EPI | Wisdomtree India Earnings | ETF-その他 | 1.73% | — | -11.14% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 1.64% | — | +1.81% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.61% | +0.19% | +56.48% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.46% | — | +344.20% | |
| 15 | PHO | Invesco Water Resources ETF | ETF-その他 | 1.44% | — | -7.14% | |
| 16 | FE | Firstenergy CORP | 株式-公益事業 | 1.43% | — | -1.36% | |
| 17 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.42% | +0.46% | -1.06% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.38% | -1.02% | +2.25% | |
| 19 | EXC | Exelon CORP | 株式-公益事業 | 1.37% | — | -1.46% | |
| 20 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.24% | — | -5.05% | |
| 21 | DUK 5.75 PERP A | Duke Energy CORP | 株式-公益事業 | 1.23% | — | — | |
| 22 | CMC | Commercial Metals Co | 株式-資本財 | 1.13% | — | +7.60% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.09% | — | +1.69% | |
| 24 | FCG | First Trust Natural Gas ETF | ETF-その他 | 1.05% | — | +0.25% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.04% | — | +4.67% | |
| 26 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.99% | — | -10.97% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.96% | — | -0.91% | |
| 28 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.93% | — | -11.98% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.92% | — | -58.53% | |
| 30 | AAL | American Airlines Group INC | 株式-資本財 | 0.91% | — | +149.50% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.88% | — | +9.41% | |
| 32 | D | Dominion Energy INC | 株式-公益事業 | 0.86% | — | +12.21% | |
| 33 | PSX | Phillips 66 | 株式-エネルギー | 0.85% | — | +0.54% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.81% | — | +6.83% | |
| 35 | FNSR | Finisar Corporation | 株式-その他 | 0.78% | — | +6.21% | |
| 36 | UUP | Invesco Db US Dollar Index B | ETF-大型株・グロース | 0.78% | — | +0.71% | |
| 37 | DUK | Duke Energy CORP | 株式-公益事業 | 0.76% | — | -15.13% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.75% | — | -24.66% | |
| 39 | HEI | Heico CORP | 株式-資本財 | 0.74% | — | +2.66% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.71% | — | -4.72% | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.70% | — | +9.54% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.69% | — | +4.79% | |
| 43 | COTY | Coty Inc-cl A | 株式-その他 | 0.69% | — | +4.11% | |
| 44 | SKAA | Skechers USA Inc-cl A | 株式-その他 | 0.69% | — | +28.96% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.68% | — | +30.81% | |
| 46 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.67% | — | -6.14% | |
| 47 | COF | Capital One Financial CORP | 株式-金融 | 0.65% | — | +10.82% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.64% | — | +1.74% | |
| 49 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 0.64% | — | +29.48% | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.63% | — | +22.64% |