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 | 11.54% | — | +18.69% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.38% | — | -5.31% | |
| 3 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 7.43% | — | -4.88% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 6.95% | — | -1.68% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.85% | — | -5.79% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.98% | — | +22.25% | |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 2.61% | — | +9.51% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.56% | — | -13.72% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.19% | — | -15.67% | |
| 10 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.13% | — | -13.14% | |
| 11 | ✓ | Ishares | 株式-その他 | 2.03% | — | -1.82% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.03% | — | -5.33% | |
| 13 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.02% | — | -0.32% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 2.01% | — | -2.57% | |
| 15 | ✓ | Ishares Tr | 株式-その他 | 2.00% | — | -2.23% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.92% | — | -7.74% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.84% | — | -6.71% | |
| 18 | ✓ | Ishares Tr | 株式-その他 | 1.69% | — | -1.80% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.54% | — | +12.64% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.54% | — | -13.31% | |
| 21 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.54% | — | -5.90% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.49% | — | +47.43% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.41% | — | +17.17% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.40% | — | +28.62% | |
| 25 | T | At&t INC | 株式-通信サービス | 1.39% | — | -15.58% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.34% | — | +54.75% | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.33% | — | +69.34% | |
| 28 | SO | Southern Co/the | 株式-公益事業 | 1.17% | — | -5.40% | |
| 29 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.13% | — | +36.24% | |
| 30 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.13% | — | +36.00% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.98% | — | +92.55% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | -18.95% | |
| 33 | TXN | Texas Instruments INC | 株式-IT | 0.86% | — | — | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.86% | — | -27.56% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.83% | — | +15.30% | |
| 36 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.83% | — | -29.36% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | -19.09% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | — | -18.93% | |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.60% | — | +9.54% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.58% | — | -29.80% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | — | -14.65% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.53% | — | — | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.42% | — | +37.70% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.41% | — | +0.10% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.39% | — | -3.97% | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.38% | — | -10.52% | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.36% | — | -31.70% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.35% | — | -29.77% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.32% | — | — | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.31% | — | -14.98% |