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 | 15.07% | — | +4.66% | |
| 2 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 5.58% | — | +5.98% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.34% | — | — | |
| 4 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 5.21% | — | -0.04% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 4.61% | — | -8.73% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.71% | — | -17.70% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.68% | — | -0.89% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.88% | — | +24.43% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.84% | — | -7.20% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.79% | — | -2.69% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.00% | — | -1.03% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.70% | — | -2.07% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.52% | — | -27.15% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.52% | — | -0.87% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.50% | — | +0.23% | |
| 16 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 1.50% | — | -2.92% | |
| 17 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.46% | — | — | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.32% | — | -5.09% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.31% | — | -22.99% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.26% | — | +10.77% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.25% | — | -2.55% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.10% | — | +0.40% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.09% | — | -6.10% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.08% | — | -0.93% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.05% | — | -7.98% | |
| 26 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.87% | — | -5.34% | |
| 27 | SO | Southern Co/the | 株式-公益事業 | 0.84% | — | -2.69% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.83% | — | -1.80% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.83% | — | -1.75% | |
| 30 | TXN | Texas Instruments INC | 株式-IT | 0.82% | — | — | |
| 31 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.80% | — | -1.65% | |
| 32 | MBB | Ishares Mbs ETF | ETF-その他 | 0.74% | — | -29.41% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | — | -5.76% | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.64% | — | +1.13% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.63% | — | — | |
| 36 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.63% | — | -0.58% | |
| 37 | IBHD | Ishares Ibonds 2024 H/y INC | ETF-その他 | 0.59% | — | +2.25% | |
| 38 | BND | Vanguard Total Bond Market | ETF-その他 | 0.58% | — | -34.31% | |
| 39 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.58% | — | +1.64% | |
| 40 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.58% | — | -0.83% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.57% | — | -4.94% | |
| 42 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.56% | — | -3.63% | |
| 43 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.54% | — | -26.77% | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.53% | — | -15.27% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.51% | — | -10.72% | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.50% | — | -3.18% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | — | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.44% | — | — | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | — | -1.62% | |
| 50 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.41% | — | -4.90% |