CIK: 0001484540
申告総資産額
$1.8億
| # | 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 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.20% | — | +34.27% | |
| 2 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.31% | — | — | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.79% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 2.65% | — | -4.12% | |
| 5 | FIXD | First Trust Smith Opportunis | ETF-その他 | 2.58% | — | -0.65% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.52% | — | — | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.38% | -0.57% | — | |
| 8 | UCON | First Trust Smith Unconstrai | ETF-その他 | 2.33% | — | -0.82% | |
| 9 | AJG | Arthur J Gallagher & Co | 株式-金融 | 2.01% | — | — | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.93% | — | — | |
| 11 | CONE1EUR | Cyrusone INC | 株式-その他 | 1.89% | — | — | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.88% | — | -0.36% | |
| 13 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.87% | — | -5.16% | |
| 14 | FDX | Fedex CORP | 株式-資本財 | 1.83% | — | — | |
| 15 | WMB | Williams Cos INC | 株式-エネルギー | 1.80% | — | — | |
| 16 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.76% | — | -5.33% | |
| 17 | GS | Goldman Sachs Group INC | 株式-金融 | 1.71% | — | — | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.71% | — | -5.72% | |
| 19 | TXN | Texas Instruments INC | 株式-IT | 1.71% | — | — | |
| 20 | EQIX | Equinix INC | 株式-不動産 | 1.65% | — | — | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 1.64% | — | — | |
| 22 | HUM | Humana INC | 株式-ヘルスケア | 1.64% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.63% | — | — | |
| 24 | FPEI | First Trust Institutional Pr | ETF-その他 | 1.49% | — | -0.11% | |
| 25 | PSF | Cohen & Steers Select Prefer | 株式-その他 | 1.41% | — | — | |
| 26 | COR | Cencora INC | 株式-ヘルスケア | 1.28% | — | — | |
| 27 | DOCUSD | Physicians Realty Trust | 株式-その他 | 1.27% | — | -1.13% | |
| 28 | AGM-A | Federal Agric Mtg Corp-cl A | 株式-その他 | 1.21% | — | -3.89% | |
| 29 | QCOM | Qualcomm INC | 株式-IT | 1.21% | — | — | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.20% | — | — | |
| 31 | MPT | Medical Properties Trust INC | 株式-不動産 | 1.19% | — | +0.93% | |
| 32 | FLO | Flowers Foods INC | 株式-生活必需品 | 1.18% | — | — | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.17% | — | — | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 1.15% | — | — | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 1.14% | — | +351.88% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 1.13% | — | +150.53% | |
| 37 | FHN | First Horizon CORP | 株式-金融 | 1.06% | — | — | |
| 38 | IYC | Ishares US Consumer Discreti | ETF-その他 | 1.04% | — | — | |
| 39 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.02% | — | -2.13% | |
| 40 | NTAP | Netapp INC | 株式-IT | 0.99% | — | — | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.94% | — | -2.73% | |
| 42 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.87% | — | — | |
| 43 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.87% | — | — | |
| 44 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.87% | — | -16.76% | |
| 45 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.86% | — | — | |
| 46 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.84% | — | -0.20% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | — | +73.06% | |
| 48 | PYPL | Paypal Holdings INC | 株式-金融 | 0.82% | — | — | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | — | -4.41% | |
| 50 | STAG | Stag Industrial INC | 株式-不動産 | 0.81% | — | -1.76% |