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 | 10.57% | — | -1.53% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 10.13% | — | -0.21% | |
| 3 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 8.64% | — | +4.30% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.31% | — | +4.80% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.22% | — | +3.04% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.75% | — | +0.14% | |
| 7 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.73% | — | +5.89% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.70% | — | +6.29% | |
| 9 | ✓ | Ishares | 株式-その他 | 2.65% | — | +5.65% | |
| 10 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.64% | — | +5.44% | |
| 11 | ✓ | Ishares Tr | 株式-その他 | 2.63% | — | +5.57% | |
| 12 | ✓ | Ishares Tr | 株式-その他 | 2.62% | — | +5.44% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.57% | — | +3.29% | |
| 14 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.56% | — | +5.18% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.50% | — | +3.93% | |
| 16 | T | At&t INC | 株式-通信サービス | 2.01% | — | +3.90% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 2.00% | — | +0.06% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.78% | — | +9.35% | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 1.55% | — | +2.11% | |
| 20 | SO | Southern Co/the | 株式-公益事業 | 1.51% | — | +9.41% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.34% | — | -0.90% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.29% | — | +16.44% | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.03% | — | — | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.98% | — | +5.73% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.94% | — | +0.75% | |
| 26 | TXN | Texas Instruments INC | 株式-IT | 0.81% | — | — | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.74% | — | +1.91% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.73% | — | +11.23% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | — | +2.25% | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.61% | — | — | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.57% | — | +13.48% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | +8.34% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.46% | — | +1.84% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.44% | — | +3.59% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | +3.48% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.39% | — | +5.92% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.37% | — | +18.83% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.36% | — | +0.12% | |
| 39 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.36% | — | +14.78% | |
| 40 | ✓ | 株式-その他 | 0.35% | — | +0.03% | ||
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.35% | — | +5.94% | |
| 42 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.35% | — | +8.58% | |
| 43 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.32% | — | +1.81% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.32% | — | +7.53% | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.31% | — | +9.35% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.31% | — | +0.03% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.30% | — | +2.05% | |
| 48 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.29% | — | — | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.29% | — | +21.90% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | — | +7.83% |