CIK: 0001535677
申告総資産額
$2.8億
| # | 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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 11.51% | — | -1.20% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 10.65% | — | -4.18% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.61% | — | +1.14% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.18% | — | -6.01% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.79% | — | +2.78% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.77% | — | -2.86% | |
| 7 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.98% | — | -0.09% | |
| 8 | ✓ | Agl Res INC | 株式-その他 | 2.92% | — | +8.45% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.45% | — | +0.76% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.45% | — | -2.33% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.44% | — | +1.65% | |
| 12 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.37% | — | -0.21% | |
| 13 | ✓ | Ishares Tr | 株式-その他 | 2.36% | — | -0.19% | |
| 14 | ✓ | Ishares Tr | 株式-その他 | 2.36% | — | -0.25% | |
| 15 | ✓ | Ishares | 株式-その他 | 2.35% | — | -0.14% | |
| 16 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.33% | — | -0.32% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 2.20% | — | -5.72% | |
| 18 | T | At&t INC | 株式-通信サービス | 1.95% | — | +1.29% | |
| 19 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.86% | — | -1.52% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 1.52% | — | +4.91% | |
| 21 | SO | Southern Co/the | 株式-公益事業 | 1.44% | — | -5.48% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.34% | — | -1.55% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | — | -0.41% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | — | -1.10% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.86% | — | +0.01% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.76% | — | — | |
| 27 | TXN | Texas Instruments INC | 株式-IT | 0.70% | — | — | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.69% | — | +5.54% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.69% | — | -3.14% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.66% | — | +27.42% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.58% | — | — | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.50% | — | +14.26% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.47% | — | — | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | — | -1.18% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.42% | — | — | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.42% | — | +0.43% | |
| 37 | PPG | Ppg Industries INC | 株式-素材 | 0.38% | — | — | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.37% | — | +0.25% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.37% | — | -20.23% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.36% | — | -17.43% | |
| 41 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.35% | — | — | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.34% | — | +0.05% | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.33% | — | -7.76% | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.33% | — | — | |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.31% | — | — | |
| 46 | ✓ | 株式-その他 | 0.31% | — | +0.03% | ||
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.30% | — | — | |
| 48 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.28% | — | — | |
| 49 | INTC | Intel CORP | 株式-IT | 0.27% | — | +2.60% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.27% | — | +12.91% |