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% | — | -1.91% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.72% | — | +0.64% | |
| 3 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 4.09% | — | -0.30% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.89% | — | -1.62% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.76% | — | -0.15% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.23% | — | +4.78% | |
| 7 | ✓ | Ishares | 株式-その他 | 3.08% | — | +0.02% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.95% | — | -4.83% | |
| 9 | ✓ | Ishares Tr | 株式-その他 | 2.91% | — | -7.07% | |
| 10 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.89% | — | -0.21% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.71% | — | +21.06% | |
| 12 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 2.46% | — | +0.46% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.43% | — | -0.18% | |
| 14 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.36% | — | -9.76% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.31% | — | +45.37% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.13% | — | -1.30% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 2.06% | — | -2.44% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.99% | — | +13.27% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.82% | — | +1.75% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.64% | — | +3.08% | |
| 21 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.64% | — | -14.69% | |
| 22 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.57% | — | +2.38% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.49% | — | +0.93% | |
| 24 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.40% | — | -13.27% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.31% | — | -3.22% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.30% | — | +0.05% | |
| 27 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.29% | — | -1.89% | |
| 28 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.22% | — | -11.08% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.18% | — | -3.83% | |
| 30 | ✓ | Ishares Tr | 株式-その他 | 1.07% | — | -4.00% | |
| 31 | TXN | Texas Instruments INC | 株式-IT | 1.02% | — | +0.08% | |
| 32 | T | At&t INC | 株式-通信サービス | 1.01% | — | +1.24% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.99% | — | -4.54% | |
| 34 | SO | Southern Co/the | 株式-公益事業 | 0.94% | — | +0.06% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.93% | — | -1.53% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.87% | — | -35.35% | |
| 37 | MBB | Ishares Mbs ETF | ETF-その他 | 0.86% | — | +99.66% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | +0.01% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.81% | — | -0.32% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.68% | — | +12.76% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.49% | — | +24.18% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.49% | — | +21.44% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.48% | — | -25.36% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.47% | — | +0.26% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.47% | — | +0.67% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | — | +0.07% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | — | -4.50% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.41% | — | +0.05% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | — | +3.60% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.38% | — | -0.90% |