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 | 11.28% | — | -1.72% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.23% | — | -3.01% | |
| 3 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 7.09% | — | -0.50% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.81% | — | -4.09% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.58% | — | -1.98% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.82% | — | -3.15% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.65% | — | +49.44% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.60% | — | +22.24% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 2.58% | — | +35.61% | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 2.47% | — | -6.09% | |
| 11 | ✓ | Ishares Tr | 株式-その他 | 2.22% | — | +21.57% | |
| 12 | ✓ | Ishares | 株式-その他 | 2.19% | — | +18.56% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.19% | — | +1.04% | |
| 14 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.13% | — | +14.94% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.03% | — | +0.13% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.98% | — | -1.52% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.97% | — | — | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.82% | — | -3.21% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.71% | — | +47.37% | |
| 20 | ✓ | Ishares Tr | 株式-その他 | 1.58% | — | +1.50% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.46% | — | -16.83% | |
| 22 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.46% | — | +31.35% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.39% | — | -2.35% | |
| 24 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.32% | — | -7.51% | |
| 25 | T | At&t INC | 株式-通信サービス | 1.27% | — | -2.09% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.20% | — | -9.47% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.16% | — | +104.74% | |
| 28 | TXN | Texas Instruments INC | 株式-IT | 1.15% | — | +23.32% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.15% | — | +12.71% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.09% | — | -15.56% | |
| 31 | IBM | Intl Business Machines CORP | 株式-IT | 1.07% | — | +17.72% | |
| 32 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.03% | — | +89.48% | |
| 33 | SO | Southern Co/the | 株式-公益事業 | 1.02% | — | +2.47% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.97% | — | +0.47% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.82% | — | +1.64% | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.82% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | — | -8.58% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.68% | — | -7.08% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.68% | — | +0.53% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.63% | — | +25.08% | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.59% | — | -59.17% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | +1.00% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | — | +0.68% | |
| 44 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.57% | — | +121.59% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | +20.45% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.44% | — | +1.22% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.38% | — | +5.51% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.37% | — | +44.37% | |
| 49 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.37% | — | -7.78% | |
| 50 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.36% | — | +21.92% |