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 | 11.97% | — | +16.31% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.85% | — | +7.00% | |
| 3 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 5.03% | — | +7.20% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.43% | — | +4.88% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.40% | — | — | |
| 6 | ✓ | Ishares Tr | 株式-その他 | 3.28% | — | +7.90% | |
| 7 | ✓ | Ishares | 株式-その他 | 3.11% | — | +4.14% | |
| 8 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 3.04% | — | +6.55% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.67% | — | +27.24% | |
| 10 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.56% | — | +16.65% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.56% | — | +4.67% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.24% | — | +10.29% | |
| 13 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 2.23% | — | +23.27% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.23% | — | +20.47% | |
| 15 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 2.19% | — | +34.52% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 2.00% | — | +0.06% | |
| 17 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.83% | — | +67.30% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.79% | — | +0.45% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.68% | — | -0.45% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.67% | — | +20.05% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.67% | — | -0.20% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.44% | — | -1.32% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.41% | — | -19.02% | |
| 24 | ✓ | Ishares Tr | 株式-その他 | 1.40% | — | +0.63% | |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.35% | — | +2.00% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.33% | — | +5.51% | |
| 27 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.33% | — | — | |
| 28 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.28% | — | +4.88% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.18% | — | +11.20% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.15% | — | -2.40% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.07% | — | -20.49% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.07% | — | +1.79% | |
| 33 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.06% | — | -6.10% | |
| 34 | TXN | Texas Instruments INC | 株式-IT | 0.95% | — | +12.48% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.87% | — | — | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.84% | — | +10.09% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.83% | — | -1.11% | |
| 38 | SO | Southern Co/the | 株式-公益事業 | 0.80% | — | +0.11% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.74% | — | +34.15% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | +1.86% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.71% | — | -0.12% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.68% | — | +6.49% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.63% | — | +1.92% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.61% | — | +3.22% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.60% | — | -2.67% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | — | +0.09% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | — | — | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | -0.79% | |
| 49 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.44% | — | +16.21% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.41% | — | +18.60% |