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 | 9.63% | — | -4.70% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 9.16% | — | -1.85% | |
| 3 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 7.96% | — | +1.29% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.55% | — | -9.61% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.38% | — | -2.51% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.77% | — | +0.02% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.66% | — | +2.54% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.65% | — | +3.38% | |
| 9 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.64% | — | +1.85% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.54% | — | +5.30% | |
| 11 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.53% | — | +0.36% | |
| 12 | ✓ | Ishares | 株式-その他 | 2.50% | — | +0.48% | |
| 13 | ✓ | Ishares Tr | 株式-その他 | 2.50% | — | +0.42% | |
| 14 | ✓ | Ishares Tr | 株式-その他 | 2.24% | — | -11.22% | |
| 15 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.19% | — | -11.43% | |
| 16 | T | At&t INC | 株式-通信サービス | 2.10% | — | +2.70% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.96% | — | -3.15% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.87% | — | +0.89% | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 1.57% | — | +0.04% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.46% | — | +9.24% | |
| 21 | SO | Southern Co/the | 株式-公益事業 | 1.46% | — | +3.20% | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.40% | — | +39.76% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.20% | — | +2.31% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.01% | — | -3.04% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.95% | — | +3.15% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.82% | — | +7.86% | |
| 27 | TXN | Texas Instruments INC | 株式-IT | 0.79% | — | -3.70% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.74% | — | +3.85% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.66% | — | — | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.65% | — | — | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.63% | — | +14.67% | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.51% | — | — | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | +2.31% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | +8.40% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.44% | — | +6.02% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.43% | — | +14.79% | |
| 37 | ✓ | 株式-その他 | 0.42% | — | -1.89% | ||
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.41% | — | +2.44% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.41% | — | +12.38% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.41% | — | +0.17% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.39% | — | +6.87% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.38% | — | +1.74% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | — | +2.94% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.36% | — | -0.11% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.36% | — | +0.17% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.35% | — | +16.29% | |
| 47 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.34% | — | — | |
| 48 | INTC | Intel CORP | 株式-IT | 0.33% | — | +9.84% | |
| 49 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.31% | — | +47.66% | |
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.30% | — | — |