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 | 14.63% | — | +2.11% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 4.90% | — | +2.13% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.79% | — | +0.03% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 4.19% | — | +5.53% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.93% | — | +0.54% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.84% | — | +4.49% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.82% | — | -0.93% | |
| 8 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.40% | — | +2.08% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.29% | — | +0.84% | |
| 10 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 2.20% | — | +1.87% | |
| 11 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 2.12% | — | +2.21% | |
| 12 | ✓ | Ishares | 株式-その他 | 2.05% | — | -0.08% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.97% | — | +0.85% | |
| 14 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 1.91% | — | +0.11% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.87% | — | +3.21% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.74% | — | -17.88% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.68% | — | -1.89% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.64% | — | -1.78% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.50% | — | -0.06% | |
| 20 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.50% | — | +3.09% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.47% | — | -0.18% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.45% | — | +2.80% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.45% | — | +8.52% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.33% | — | -0.31% | |
| 25 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 1.21% | — | -5.19% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.21% | — | -3.74% | |
| 27 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 1.17% | — | -3.34% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 1.13% | — | -1.03% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.11% | — | -8.64% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.07% | — | +0.44% | |
| 31 | SO | Southern Co/the | 株式-公益事業 | 1.02% | — | +1.57% | |
| 32 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 1.00% | — | +2.30% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.90% | — | +0.01% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.90% | — | +13.82% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | — | -0.10% | |
| 36 | TXN | Texas Instruments INC | 株式-IT | 0.89% | — | — | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.89% | — | -0.35% | |
| 38 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.82% | — | -4.47% | |
| 39 | MBB | Ishares Mbs ETF | ETF-その他 | 0.76% | — | -1.48% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | -0.63% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | — | +7.87% | |
| 42 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.64% | — | -3.49% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.64% | — | +1.11% | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.59% | — | +13.74% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.56% | — | -0.82% | |
| 46 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.51% | — | +14.06% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.50% | — | — | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.43% | — | -0.59% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.43% | — | -1.63% | |
| 50 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.43% | — | -2.73% |