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 | 12.28% | — | +20.63% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.57% | — | -4.03% | |
| 3 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 5.52% | — | -2.76% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.29% | — | -5.05% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.15% | — | -1.88% | |
| 6 | ✓ | Ishares Tr | 株式-その他 | 3.11% | — | +24.63% | |
| 7 | ✓ | Ishares | 株式-その他 | 3.08% | — | +25.79% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.97% | — | -0.25% | |
| 9 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.93% | — | +19.52% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.51% | — | +51.31% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.47% | — | +0.05% | |
| 12 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.26% | — | +50.96% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.25% | — | +34.71% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.15% | — | -13.61% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.97% | — | +8.75% | |
| 16 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.87% | — | +60.24% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.83% | — | -2.32% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.78% | — | -8.30% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.78% | — | +0.59% | |
| 20 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.68% | — | +51.78% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.67% | — | +38.86% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.53% | — | +0.97% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.45% | — | +8.46% | |
| 24 | ✓ | Ishares Tr | 株式-その他 | 1.42% | — | +1.65% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.38% | — | +18.34% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.37% | — | +46.37% | |
| 27 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.36% | — | — | |
| 28 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.35% | — | -15.31% | |
| 29 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.27% | — | +99.08% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.26% | — | +23.19% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.18% | — | +29.83% | |
| 32 | T | At&t INC | 株式-通信サービス | 1.01% | — | +0.04% | |
| 33 | TXN | Texas Instruments INC | 株式-IT | 0.98% | — | — | |
| 34 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.97% | — | -11.31% | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.87% | — | -1.16% | |
| 36 | SO | Southern Co/the | 株式-公益事業 | 0.82% | — | -0.12% | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.81% | — | +18.91% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.80% | — | +22.59% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.73% | — | +0.60% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.68% | — | -0.09% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | -80.63% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.64% | — | +7.79% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.64% | — | -4.10% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | — | +0.11% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.52% | — | -2.34% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.49% | — | +0.79% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | — | +30.89% | |
| 48 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.41% | — | — | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.39% | — | +1.22% | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.38% | — | +19.62% |