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 | 11.61% | — | +2.10% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.50% | — | -2.55% | |
| 3 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 7.19% | — | +0.67% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 6.20% | — | -2.92% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.66% | — | -0.31% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.96% | — | +8.35% | |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 2.72% | — | +9.67% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.42% | — | +0.07% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.21% | — | +1.37% | |
| 10 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.08% | — | +3.34% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.07% | — | +41.62% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 2.02% | — | -6.47% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.98% | — | +0.58% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.91% | — | +1.59% | |
| 15 | ✓ | Ishares | 株式-その他 | 1.88% | — | +0.78% | |
| 16 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.87% | — | +0.61% | |
| 17 | ✓ | Ishares Tr | 株式-その他 | 1.84% | — | +0.70% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.83% | — | +1.44% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.79% | — | +14.03% | |
| 20 | ✓ | Ishares Tr | 株式-その他 | 1.56% | — | +0.56% | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.48% | — | +20.71% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.44% | — | +3.88% | |
| 23 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.43% | — | +0.46% | |
| 24 | T | At&t INC | 株式-通信サービス | 1.42% | — | +10.61% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.33% | — | -9.51% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.27% | — | -4.00% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.20% | — | -7.78% | |
| 28 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.11% | — | +6.06% | |
| 29 | SO | Southern Co/the | 株式-公益事業 | 1.07% | — | +1.16% | |
| 30 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.05% | — | +0.30% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.98% | — | +2.63% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | — | +9.39% | |
| 33 | TXN | Texas Instruments INC | 株式-IT | 0.93% | — | — | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.91% | — | +6.82% | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.82% | — | — | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.80% | — | +0.60% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.75% | — | +9.80% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.74% | — | +5.12% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.63% | — | — | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.60% | — | +2.73% | |
| 41 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.56% | — | +1.24% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.55% | — | +3.59% | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.52% | — | -6.03% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.47% | — | +16.02% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.43% | — | +34.71% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.42% | — | +0.23% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.42% | — | +7.15% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.41% | — | +0.07% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.38% | — | — | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.37% | — | +22.56% |