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 | 10.45% | — | -0.50% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.40% | — | -1.90% | |
| 3 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 6.17% | — | -0.79% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.01% | — | -3.86% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.53% | — | +435.21% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.44% | — | -1.61% | |
| 7 | ✓ | Ishares Tr | 株式-その他 | 2.75% | — | +37.74% | |
| 8 | ✓ | Ishares | 株式-その他 | 2.70% | — | +37.28% | |
| 9 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.70% | — | +40.11% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.69% | — | +1.56% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.67% | — | +21.54% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 2.56% | — | +0.18% | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.06% | — | -18.50% | |
| 14 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.03% | — | +12.70% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.02% | — | -4.50% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.84% | — | -1.31% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.82% | — | +4.26% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.81% | — | +72.57% | |
| 19 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.73% | — | -25.15% | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.70% | — | +55.54% | |
| 21 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.65% | — | +78.25% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.63% | — | -1.71% | |
| 23 | ✓ | Ishares Tr | 株式-その他 | 1.54% | — | +7.53% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.47% | — | -2.81% | |
| 25 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.29% | — | -2.69% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.28% | — | -2.01% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.22% | — | -8.25% | |
| 28 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.22% | — | +139.03% | |
| 29 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.20% | — | +0.41% | |
| 30 | TXN | Texas Instruments INC | 株式-IT | 1.11% | — | +0.97% | |
| 31 | T | At&t INC | 株式-通信サービス | 1.06% | — | +2.23% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.04% | — | +0.33% | |
| 33 | SO | Southern Co/the | 株式-公益事業 | 0.96% | — | +0.10% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.93% | — | +4.31% | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.90% | — | +2.10% | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.74% | — | -24.53% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.73% | — | -1.22% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | — | +3.81% | |
| 39 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.70% | — | — | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.69% | — | -14.61% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | — | +3.97% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.64% | — | +4.42% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.60% | — | +197.76% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | — | +6.71% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | — | +1.10% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.39% | — | -4.96% | |
| 47 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.38% | — | +1.07% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.38% | — | -27.71% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.37% | — | +0.11% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.36% | — | +1.90% |