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 | 13.95% | — | -6.73% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.15% | — | +0.05% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 4.70% | — | +7.83% | |
| 4 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 4.59% | — | +12.08% | |
| 5 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 4.56% | — | +13.19% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 4.30% | — | +26.50% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.09% | — | +1.21% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.78% | — | -3.46% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.75% | — | +10.82% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.65% | — | -2.64% | |
| 11 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 2.06% | — | -10.89% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.99% | — | -0.83% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.96% | — | +0.13% | |
| 14 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 1.62% | — | -8.54% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.61% | — | — | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.42% | — | -7.01% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.41% | — | +10.14% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.40% | — | -0.19% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.35% | — | +0.68% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.34% | — | -0.51% | |
| 21 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.18% | — | +40.54% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | — | +0.26% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.14% | — | +1.42% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.05% | — | -3.08% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.03% | — | +27.35% | |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.02% | — | -13.33% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.01% | — | — | |
| 28 | MBB | Ishares Mbs ETF | ETF-その他 | 0.98% | — | +55.80% | |
| 29 | TXN | Texas Instruments INC | 株式-IT | 0.95% | — | — | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.94% | — | +8.43% | |
| 31 | SO | Southern Co/the | 株式-公益事業 | 0.93% | — | -0.42% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.86% | — | -1.78% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.85% | — | -2.66% | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.83% | — | +113.13% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.77% | — | +0.27% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.69% | — | -5.50% | |
| 37 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.68% | — | -37.68% | |
| 38 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.65% | — | -56.46% | |
| 39 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.64% | — | -12.76% | |
| 40 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.61% | — | +27.11% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | -0.01% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.58% | — | -12.44% | |
| 43 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.58% | — | +0.10% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.57% | — | -2.25% | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.53% | — | — | |
| 46 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.47% | — | +0.82% | |
| 47 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.47% | — | -29.17% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.43% | — | +0.06% | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.43% | — | -13.70% | |
| 50 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.42% | — | — |