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 | 15.24% | — | -1.79% | |
| 2 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 5.36% | — | +15.52% | |
| 3 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 5.31% | — | +12.71% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 4.98% | — | +1.33% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 4.78% | — | +10.06% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.88% | — | +24.93% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.45% | — | +19.93% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.94% | — | -5.99% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.36% | — | -13.73% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.21% | — | +55.91% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.12% | — | -0.09% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.84% | — | -8.25% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.80% | — | +7.78% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.64% | — | +0.36% | |
| 15 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 1.61% | — | -2.31% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.61% | — | +9.85% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.49% | — | -3.26% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.41% | — | +0.68% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.26% | — | +0.10% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.19% | — | +10.21% | |
| 21 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.16% | — | +7.38% | |
| 22 | MBB | Ishares Mbs ETF | ETF-その他 | 1.13% | — | +13.85% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.02% | — | — | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.01% | — | +1.98% | |
| 25 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.97% | — | -54.63% | |
| 26 | SO | Southern Co/the | 株式-公益事業 | 0.95% | — | -0.99% | |
| 27 | TXN | Texas Instruments INC | 株式-IT | 0.94% | — | — | |
| 28 | BND | Vanguard Total Bond Market | ETF-その他 | 0.94% | — | -0.76% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.91% | — | -35.47% | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.91% | — | -2.97% | |
| 31 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.88% | — | -2.25% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | — | +0.09% | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.76% | — | -26.76% | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.70% | — | -15.31% | |
| 35 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.67% | — | +3.43% | |
| 36 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.66% | — | -11.27% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | — | -12.77% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.66% | — | -5.78% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.63% | — | -1.51% | |
| 40 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.63% | — | +24.05% | |
| 41 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.62% | — | -6.76% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.60% | — | -8.06% | |
| 43 | IBHD | Ishares Ibonds 2024 H/y INC | ETF-その他 | 0.58% | — | +50.78% | |
| 44 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.58% | — | -2.00% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.55% | — | -3.67% | |
| 46 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.47% | — | -14.49% | |
| 47 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.45% | — | — | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.43% | — | -0.28% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.42% | — | +0.07% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.41% | — | -5.85% |