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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.14% | — | +8.84% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.65% | — | +7.63% | |
| 3 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 7.40% | — | -3.10% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 6.90% | — | -4.47% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.79% | — | -10.68% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.86% | — | -0.80% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.58% | — | +0.44% | |
| 8 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.39% | — | -1.20% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.37% | — | +146.59% | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 2.29% | — | +211.28% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.02% | — | -9.72% | |
| 12 | ✓ | Ishares | 株式-その他 | 2.01% | — | +0.73% | |
| 13 | ✓ | Ishares Tr | 株式-その他 | 1.99% | — | -0.19% | |
| 14 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.98% | — | -1.78% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.92% | — | -7.77% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.89% | — | -1.15% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.87% | — | +31.95% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.80% | — | +21.50% | |
| 19 | ✓ | Ishares Tr | 株式-その他 | 1.68% | — | -2.12% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.62% | — | +5.64% | |
| 21 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.59% | — | -4.76% | |
| 22 | T | At&t INC | 株式-通信サービス | 1.55% | — | -0.29% | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.29% | — | -9.57% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.27% | — | +68.96% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 1.24% | — | +0.46% | |
| 26 | SO | Southern Co/the | 株式-公益事業 | 1.17% | — | +1.12% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.14% | — | +34.18% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.06% | — | +94.08% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | — | -0.80% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.92% | — | +317.82% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.82% | — | -2.09% | |
| 32 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.81% | — | +118.47% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.81% | — | +46.15% | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.80% | — | +170.04% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.77% | — | +114.95% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | — | -0.49% | |
| 37 | TXN | Texas Instruments INC | 株式-IT | 0.72% | — | -0.70% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.68% | — | +92.91% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | — | +62.91% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.65% | — | +2.21% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | — | -2.07% | |
| 42 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.53% | — | +73.79% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.48% | — | +98.09% | |
| 44 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.45% | — | — | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.44% | — | -1.73% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.43% | — | -6.01% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.42% | — | -1.20% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.39% | — | -2.96% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.38% | — | +0.15% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.35% | — | -15.48% |