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 | 14.60% | — | +0.24% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 4.49% | — | +2.17% | |
| 3 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 4.26% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 4.23% | — | +1.26% | |
| 5 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 4.18% | — | — | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.46% | — | -24.79% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.14% | — | -14.67% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.77% | — | -3.73% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.69% | — | -14.53% | |
| 10 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 2.35% | — | +13.95% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.32% | — | +15.37% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 2.19% | — | +4.64% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.03% | — | -5.60% | |
| 14 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 1.75% | — | -14.39% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.57% | — | +0.23% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.51% | — | — | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.51% | — | -3.08% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.37% | — | +12.67% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.36% | — | +1.61% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.34% | — | -6.81% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.20% | — | -21.58% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.19% | — | -0.68% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.17% | — | +7.68% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.12% | — | -30.54% | |
| 25 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.06% | — | -36.14% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | — | +0.81% | |
| 27 | SO | Southern Co/the | 株式-公益事業 | 0.99% | — | +0.27% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.92% | — | -1.88% | |
| 29 | TXN | Texas Instruments INC | 株式-IT | 0.88% | — | — | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.88% | — | — | |
| 31 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.87% | — | -32.02% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.85% | — | -2.40% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.84% | — | +30.03% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | -0.17% | |
| 35 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.75% | — | -11.90% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.75% | — | -24.60% | |
| 37 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.72% | — | -19.46% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.70% | — | — | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.65% | — | +29.84% | |
| 40 | MBB | Ishares Mbs ETF | ETF-その他 | 0.64% | — | -9.71% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.64% | — | -53.53% | |
| 42 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.62% | — | -35.43% | |
| 43 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.62% | — | — | |
| 44 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.60% | — | -70.94% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.57% | — | -5.15% | |
| 46 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.57% | — | -10.13% | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.53% | — | — | |
| 48 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.50% | — | -17.23% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | — | +7.27% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | — | -1.38% |