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 | 12.93% | — | +2.34% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.92% | — | +21.61% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.45% | — | -0.42% | |
| 4 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 4.05% | — | -3.00% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.62% | — | +42.97% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.47% | — | -2.22% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.42% | — | +4.27% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.27% | — | +7.71% | |
| 9 | ✓ | Ishares | 株式-その他 | 3.05% | — | +4.56% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.03% | — | +0.21% | |
| 11 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.95% | — | +7.35% | |
| 12 | ✓ | Ishares Tr | 株式-その他 | 2.90% | — | +5.04% | |
| 13 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 2.45% | — | +4.94% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.38% | — | +5.81% | |
| 15 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.33% | — | +4.37% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.16% | — | +4.41% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.09% | — | -5.56% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.94% | — | +5.22% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.76% | — | +0.02% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.61% | — | -0.77% | |
| 21 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.55% | — | +2.52% | |
| 22 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.55% | — | +3.76% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.40% | — | +0.51% | |
| 24 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.36% | — | +17.00% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.31% | — | -1.51% | |
| 26 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.26% | — | +0.48% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.24% | — | -11.76% | |
| 28 | MBB | Ishares Mbs ETF | ETF-その他 | 1.20% | — | +47.24% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.14% | — | -3.06% | |
| 30 | SO | Southern Co/the | 株式-公益事業 | 0.98% | — | +6.55% | |
| 31 | TXN | Texas Instruments INC | 株式-IT | 0.96% | — | — | |
| 32 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.95% | — | -38.58% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.95% | — | -0.84% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.95% | — | -4.90% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | — | +8.74% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.75% | — | +2.69% | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 0.71% | — | +0.58% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | +8.33% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | — | +2.82% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.45% | — | +2.67% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.45% | — | -6.13% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.45% | — | -8.57% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.44% | — | -8.83% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | — | +2.92% | |
| 45 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.41% | — | +28.55% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | — | +0.23% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.39% | — | +0.07% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.36% | — | +50.74% | |
| 49 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.33% | — | — | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.32% | — | +9.35% |